Nextian package contains 80+ pre-configured dashboards and reports. These are intended to be copied and further customized by the end-users.
Reports
Nextian reports are installed in Reports → All folders → Nextian Q2C Reports.
Nextian uses a custom Reporting_Period__c object for storing data for monthly reports. It acts as a simple fact table to facilitate basic reporting. The data is updated by the Generate Statistics job configured in the Nextian Settings. This typically happens once a day, so monthly reports are not real-time.
A data warehouse and/or a commercial reporting tool is recommended for advanced reporting on production environments (see this blog post to learn more about possible reporting options).
Dashboards
Nextian dashboards are installed in Dashboards → All folders → Nextian Q2C Dashboards.
Since a Salesforce dashboard can only contain up to 20 charts, multiple dashboards are provided.
Nextian dashboards fall into two categories:
- Functional Dashboards — pertaining to a specific business function (Sales, Product Management, etc.)
- Persona Dashboards — containing functional charts organized for specific personas such as CEO / Business Owner, CRO / VP Sales, etc.
