Order Volume Dashboard Shows Incorrect Totals
A Salesforce Order Management administrator built a dashboard to track daily order volume and revenue. The dashboard uses a report type based on the Order object with a filter for Status = 'Activated'. The dashboard shows a total of 1,200 orders for the previous day, but the operations team expects around 1,500 based on their manual count. The administrator notices that the dashboard is using a summary report with a row limit of 2,000. The report is grouped by Order Owner and includes a count of orders and sum of Total Amount. The dashboard has a filter for 'Order Date = Yesterday'. The operations team's manual count includes orders with Status = 'Draft' and 'Activated'. The administrator also sees that some orders have a Total Amount of zero.
1. Why is the dashboard showing fewer orders than expected?
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The dashboard is showing fewer orders because it filters for Status = 'Activated', while the manual count includes both 'Draft' and 'Activated' orders. Additionally, the report has a row limit of 2,000, but that is not the issue since the count is 1,200. The discrepancy is due to the status filter. Also, the dashboard might be excluding orders with zero Total Amount if there is a filter on that field, but that is not mentioned. The main reason is the status filter.
2. How would you modify the dashboard to align with the operations team's expectations?
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Modify the dashboard's source report to include orders with Status = 'Draft' and 'Activated'. Change the filter to Status IN ('Draft', 'Activated'). Also, consider whether orders with zero Total Amount should be included; if the operations team counts them, ensure no filter excludes them. Additionally, verify that the 'Order Date' filter is correctly set to yesterday and that the report is not limited by row limit (increase if necessary). Update the dashboard to use this revised report. Communicate with the operations team to confirm the desired statuses and ensure alignment.