This article provides an in-depth guide to understanding the user interface (UI) features of the Power Pipeline dashboard. The Power Pipeline dashboard is a powerful tool designed to help you manage and monitor Account records under different territories efficiently. We'll cover various aspects of the dashboard, including date filters, territory filters, teams filter, statistics, user information, accounts coverage information, territory distribution details, team distribution details, failed assignments, and recent assignments.
Date Filter:
The date filter, positioned in the top left corner, enables you to observe Account records routed in Power Pipeline within specific timeframes. Simply click on the drop-down menu to choose a date filter from the following options:
- Today: Displays the count of Account records processed by PowerRouter in Dynamic Books on the current day.
- Yesterday: Shows the count of Account records processed by PowerRouter in Dynamic Books on the previous day.
- This Week: Displays the count of Account records processed by PowerRouter in Dynamic Books within the current week.
- Last Week: Shows the count of Account records processed by PowerRouter in Dynamic Books in the previous week, within the last 7 and 14 days.
- This Month: Displays the count of Account records processed by PowerRouter in Dynamic Books within the current month.
- Last Month: Shows the count of Account records processed by PowerRouter in Dynamic Books in the previous month.
- This Quarter: Displays the count of Account records processed by PowerRouter in Dynamic Books within the current quarter, encompassing the last 3 months.
- Last Quarter: Shows the count of Account records processed by PowerRouter in Dynamic Books in the previous quarter.
Type Filter:
The type filter, located adjacent to the Date filter, enables you to choose between viewing the Dashboard based on the distribution of accounts by territories or teams.
You can select from the following options:
- Territories: This option allows you to use the territories filter to view the dashboard based on All Territories or any specific territory.
- Teams: This option allows you to use the teams filter to view the dashboard based on All Teams or any specific team.
Refresh Button:
Located next to the Workflow Filter, the Refresh button allows you to reload the Power Pipeline dashboard console to ensure you have the most up-to-date data.
Statistics:
The Statistics section, prominently displayed on the dashboard, presents key metrics related to Account records:
- Assignments: The number of Account records assigned to users in Dynamic Books based on the selected filters.
- Reassignments: The number of Accounts reassigned to another user in Dynamic Books based on the selected filters.
Users:
The Users section showcases user status in a Pie-Chart format, categorizing users into four sections:
- Active Users: Number of active PowerRouter users available for assignments.
- Capped Users: Users whose assignments have been capped in Power Pipeline.
- Users on Leave: Number of users currently on leave or holiday.
- Inactive/Unlicensed Users: Count of Salesforce inactive or unlicensed users.
Total Account Coverage:
The total account coverage displays activity on accounts in a Pie-Chart format, categorizing accounts into two sections:
- Engaged: Number of accounts on which any activity has been done after assignment to a Sales representative.
- Unengaged: Number of accounts on which no activity has been done after assignment to a Sales representative.
Failed Assignments:
This section lists all accounts that have failed routing in Power Pipeline based on the selected filters. Clicking on Retry will retrigger the account into the territory distribution workflow.
Territory Distribution Details:
This section appears when the dashboard is filtered based on All Territories. It shows details about the count of assignments, reassignments, and open opportunities for all live territories in the form of a horizontal bar graph.
Sub-Territory Distribution Details:
This section appears when the dashboard is filtered based on a specific territory. It shows details about the count of assignments, reassignments, and open opportunities for all sub-territories in the selected live territory in the form of a horizontal bar graph.
Team Distribution Details:
This section appears when the dashboard is filtered based on All Teams. It shows details about the count of assignments, reassignments, and open opportunities based on all teams used in live territories in the form of a horizontal bar graph.
User Distribution Details:
This section appears when the dashboard is filtered based on a specific team. It shows details about the count of assignments, reassignments, and open opportunities based on all team members in the selected team used in live territories in the form of a horizontal bar graph.
Recent Assignments:
This section displays the top 200 assignments made in Power Pipeline based on the selected filters. The sections added in this part are - Name, Website, Assignment Reason, Assigned Date, Assigned To, and Action.
In addition to the table of records, you have the following actions available:
View: Clicking on this action takes the user to the account layout page in Salesforce.
The Power Pipeline dashboard for Account Records offers a comprehensive suite of features to help you effectively manage and monitor Account records. By leveraging the various filters, reviewing statistics, exploring user information, and managing assignments, you can streamline your Account record management process across different territories.
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