Develop a set of detailed reports and a comprehensive dashboard in Salesforce to monitor all expenses and income on a monthly basis. The reports should provide a clear breakdown of expenses and income each month, and a consolidated report that displays total expenses against total income. These reports will facilitate financial tracking and help in analyzing trends over time. Additionally, the reports should be visually represented on a dashboard that provides a quick, at-a-glance view of financial health and trends, making it easy for users to access and interpret key financial data.
Acceptance Criteria:
• Users must be able to access a report that displays all expenses, categorized month by month.
• Users must be able to access a report that displays all income, categorized month by month.
• Users must be able to access a consolidated report that shows total expenses and total income, facilitating a quick assessment of financial performance.
• These reports should be effectively visualized on a dashboard, which aggregates and presents the data clearly, allowing users to quickly understand financial trends and status.
• The dashboard and reports should be easy to access and navigate within Salesforce, ensuring that users can efficiently find and utilize the financial information.
Develop a set of detailed reports and a comprehensive dashboard in Salesforce to monitor all expenses and income on a monthly basis. The reports should provide a clear breakdown of expenses and income each month, and a consolidated report that displays total expenses against total income. These reports will facilitate financial tracking and help in analyzing trends over time. Additionally, the reports should be visually represented on a dashboard that provides a quick, at-a-glance view of financial health and trends, making it easy for users to access and interpret key financial data. Acceptance Criteria: • Users must be able to access a report that displays all expenses, categorized month by month. • Users must be able to access a report that displays all income, categorized month by month. • Users must be able to access a consolidated report that shows total expenses and total income, facilitating a quick assessment of financial performance. • These reports should be effectively visualized on a dashboard, which aggregates and presents the data clearly, allowing users to quickly understand financial trends and status. • The dashboard and reports should be easy to access and navigate within Salesforce, ensuring that users can efficiently find and utilize the financial information.