LESSON 60 / 60 · WORKPLACE PROJECT
15 minProject: produce a manager’s review
A manager’s review should present accurate saved work and a reporting view that answers a specific question.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Project: produce a manager’s review
A manager’s review should present accurate saved work and a reporting view that answers a specific question. A dashboard is useful only when the underlying record selection is clear.
This final project combines deal maintenance, report settings, and a dashboard. Use the outcome checks to verify the whole workflow instead of stopping at the chart.
Builds on Project: hand off a customer issue
A WORKED EXAMPLE
A simple example
A proposal review can group deals by owner and present opportunity information in a compact dashboard.
A common mistakeDo not treat an attractive dashboard as evidence that the amounts or stages underneath are correct.
Words you’ll use in this lesson
- Report
- A result set and summary calculated from selected records.
- Dashboard
- A visual view of information derived from reports.
- Opportunity
- A potential sale with an account, stage, amount, and expected close date.
- Owner
- The teammate accountable for a record.