Creating an Opportunity Pipeline Report in Salesforce

Overview

This article contains instructions on how to build a flattened Salesforce report that resembles the Pipeline export from the PrecisionLender Opportunity Dashboard. 

8 by 11 grid with columns for Opportunity owner, relationship name, opportunity name, scenario name, initial rate, initial fees, rate type, payment type, product name, close date and stage

In this Article

 

Creating the new Report Type

The first step will be to create a new custom report type that allows us to flatten Opportunities, related Scenarios, and related loan accounts into a single report.

  1. Click on the gear icon in the upper right > Setup.

Salesforce gear icon pop-up window with Setup option selected

     
  1. Type “Report Types” in the Quick Find box.
  2.  
  3. Click on “Report Types” in the “Reports & Dashboards” section on the left.

Salesforce search bar with report types typed in. sub-menu with Report Types highlighted

     
  1. You may see a screen that says, “Custom Report Types: What is a Custom Report Type?”. Click Continue.
  2.  
  3. Click the “New Custom Report Type” button.

All Custom Report Types page with no reports being displayed. New Custom Report Type button below the View drop-down menu

 

  1. Use the following options:
    • Primary Object = Opportunities
    • Report Type Label = Opportunities with PL Scenarios and Loans
    • Report Type Name = leave this as the default
    • Store in Category = Opportunities
    • Deployment Status = Deployed

Report Types setup page showing fields for primary object, report type label, report type name, store in category and deployment status

 

  1. Click the button that says “(Click to relate another object)”.

Level A box for Opportunities Primary Object with a sub-box with message Click to relate another object

 

  1. Choose “PrecisionLender Scenarios” from the drop-down menu for Level B. Make sure that “Each “A” record must have at least one related “B” record.” radio button is chosen.
  2.  
  3. Click the “(Click to relate another object)” button again.
  4.  
  5. Choose “Commercial Loan Accounts” from the drop-down menu for Level C. Make sure that “Each “A” record must have at least one related “C” record.” radio button is chosen.

Level A box A for Opportunities, Level B box for PrecisionLender Scenarios with Each A checkbox checked, Level C box for Commecial Loan Accounts with Each B checkbox checked

 

  1. Click the “Save” button.

 

Creating the Pipeline Report

Now that the report type exists, we can use it to create the new report:

  1. Click on the App Launcher in the upper left and search for “reports”. Click on “Reports under “Items” to launch the Reports tab.

Salesforce search bar with reports typed in.

     
  1. Click on the New Report button button in the upper right.
  2.  
  3. Search for the report type “Opportunities with PL Scenarios and Loans” and select it when it appears.

Choose Report Type page with Opportunities with PL Scenarios and Loans written in the search bar

 

  1. Click “Continue”.
  2.  
  3. As a starting point, add the following columns to your report by searching for them in the “Columns” section on the left side of the page: 
    • Opportunity Owner: Full Name
    •  
    • Account Name
    •  
    • Opportunity Name
    •  
    • Scenario Name 
    •  
    • Initial Rate
    •  
    • Initial Fees
    •  
    • Rate Type
    •  
    • Payment Type
    •  
    • Product Name
    •  
    • Close Date
    •  
    • Stage 
    Columns section with the following options selected opportunity name, scenario, commercial loan account, opportunity owner, account name, initial rate, initial fee, rate type, payment type, product name, close date and stage

  4. Unless you want to report on ALL Scenarios within an Opportunity, you may want to show only Pipeline Scenarios.  To do this, click on “Filters” in the left-hand column and in the “Add filter…” search box, type "Is Pipeline Scenario". Select this option when it appears and make sure the pop-out box has the logic set to “True”.

Filters screen with Is Pipeline Scenario option set to True

     
  1. Click “Apply”.
  2.  
  3. Click “Save” or “Save & Run” in the upper right when you’re done.