Name: Salesforce 教程 - 衡量實現目標的進度 (Salesforce Tutorial - Measuring progress towards a goal)
Uploaded: 2025-08-09T18:36:23.000Z
Duration: 3 min 52 s

If you work in any type of sales environment, there's a good chance you have a goal or a quota.

如果你在任何類型的銷售環境中工作，你很有可能會有一個目標或配額。

And one of the most important things every salesperson and every sales manager wants to know is how am I performing today against my goal?

每個銷售人員和銷售經理最想知道的一件事就是，對照我的目標，我今天的業績如何？

This is one of Salesforce's greatest strengths.

這是 Salesforce 的最大優勢之一。

I love the dashboard functionality available in this platform.

我喜歡這個平臺的儀表盤功能。

Let's take a look at a specific salesperson and how to view their progress against their goal.

讓我們來看看具體的銷售人員，以及如何對照目標查看他們的進展情況。

So we're going to create a dashboard, but first we need to create a report.

是以，我們要創建一個儀表盤，但首先需要創建一份報告。

A dashboard is just a visual representation of a group of reports.

儀表盤只是一組報告的可視化表示。

So anything that you wanna add to your dashboard needs to be a report first.

是以，任何要添加到儀表盤上的內容都必須首先是一份報告。

So I'm in reports and I'm going to edit one of these current reports we have.

是以，我在報告中編輯了一份當前的報告。

I'm going to look at my current full quarter opportunities.

我要看看我目前整個季度的機會。

So you'll see this shows the opportunity status.

是以，你會看到這裡顯示了機會狀態。

I wanna see everything that's been closed in one.

我想把所有被關閉的東西都看一遍。

And I wanna see that for a specific salesperson.

我想看看具體銷售人員的情況。

I'm going to customize this report and I'm going to drag up the opportunity owner into the filters area.

我要定製這份報告，然後把機會所有者拖到篩選器區域。

And I'm going to select contains Christine, which is me.

我要選擇 "Christine"，也就是我。

So now I see my opportunities for the current quarter.

現在，我看到了本季度的機會。

I'm going to save this report and I'm gonna save that in my personal custom reports.

我要保存這份報告，並將其保存在我的個人自定義報告中。

I'm gonna close this and create a dashboard.

我要關閉這個窗口，然後創建一個儀表板。

I go back to the reports area and click on the new dashboard button.

我回到報告區域，點擊新儀表板按鈕。

You'll see here on the left, there are several components you can choose from.

你會看到左邊有幾個組件供你選擇。

So you wanna choose the best component to visualize the data that you want to see.

是以，你要選擇最好的組件來可視化你想看到的數據。

I'm gonna drag the gauge image and you'll see I can add a title in here and a header.

我要拖動儀表盤圖片，你會看到我可以在這裡添加標題和頁眉。

And you'll see below, it says drag a data source here to add data.

你會看到下面寫著 "在此拖動數據源以添加數據"。

Your data sources are up here in the left under data sources.

你的數據源在左側的數據源下。

And remember your data sources are all of the reports that you've created.

記住，你的數據源就是你創建的所有報告。

So I'm gonna look in my personal custom reports and this is the report that I created.

是以，我要查看我的個人自定義報告，這就是我創建的報告。

Now you'll see I have some information but I still need to enter my quota.

現在你會看到我有了一些資訊，但我還需要輸入配額。

So this is where I enter my quota information.

我就是在這裡輸入配額資訊的。

And I wanna enter these numbers so it shows a nice visual representation.

我想輸入這些數字，這樣就能顯示出很好的視覺效果。

And of course most salespeople wanna see their percentage to goal.

當然，大多數銷售人員都希望看到自己的目標百分比。

So you can simply check this button and you'll see a percentage.

是以，你只需選中這個按鈕，就能看到一個百分比。

我可以在這裡看到一個儀表盤。

It shows that I'm at 168% of goal, which is fantastic.

它顯示我已完成目標的 168%，這真是太棒了。

And I can save this and edit it for additional salespeople as well.

我還可以將其保存並編輯，供其他銷售人員使用。

And again, I can save this to my personal dashboards right here.

同樣，我也可以將其保存到我的個人儀表盤中。

Now we have a dashboard for our sales reps and we can easily duplicate this dashboard or edit it to add a future dashboard if needed.

現在，我們有了一個銷售代表儀表板，我們可以輕鬆複製這個儀表板，或根據需要編輯它以添加未來的儀表板。

Go ahead and create a dashboard based on a report you have created to share with your team.

繼續根據你創建的報告創建一個儀表板，與你的團隊共享。

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Salesforce 教程 - 衡量實現目標的進度 (Salesforce Tutorial - Measuring progress towards a goal)

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