A CRM APPLICATION FOR WHOLESALE RICE MILL

Short Description:

The Rice Mill Crm Streamlines Daily Rice Production and Sales Reporting,Enhancing Efficiency
and Customer Experiences.

Long Description:

The Rice Mill CRM Application is a comprehensive solution designed to streamline and
simplify how much rice per day,how many were sold that rice and which type of rice all reports
send to owners daily wise. It leverages the power of customer relationship management (CRM)
to enhance customer experiences, optimize store operations, and improve overall efficiency in
the rice mill factory. This project aims to develop a user-friendly and feature-rich application that
addresses the specific needs of a rice mill factory.
Technical Architecture:

Project Flow:
Features and Functionality:

Reports and Dashboards:: The application can generate detailed reports and analytics
regarding daily how much rice sold and total income per daily, revenue generated, popular
amenities, and most buyed customers. Easy to understand the data to the owner, improving
resource allocation, and planning future development.

Roll Up Summary Field: This is a field that summarizes data from a child object to a parent
object that shares a master-detail relationship. Rollup summary fields can use the COUNT, SUM,
MIN, and MAX functions. For example, you could use a rollup summary field to display the
total value (amount of rice supplied ) from rice details on a related supplier.
Cross Object Formula: It is a formula field that references fields from another object in
Salesforce. This type of formula allows users to calculate the total amount from number of rice
taken*price/kg and it displays the total amount I have to pay.

Validation Rule: Validation rules also include an error message to display to the user when the
rule returns a value of “True” due to an invalid value.so , In this project i gave Isblank formula.Isblank
formula is used to verify whether it is blank it shows error.

Permission sets:: Organization Wide Defaults(OWD) in salesforce is the baseline level of

access that the most restricted user should have. Organizational Wide Defaults are used to
restrict access.But in our case we created roles and given the roles in such a way that the owner
can see employer and worker records , and the employer can see the worker records.

Pre-requisites
Salesforce Developer account
Knowledge of the salesforce admin concepts.
Installed with 2 web browsers in the Machine
Good internet connectivity.

What you'll learn

1. Real Time Salesforce Project

2. Object & Relationship in Salesforce
3. Formula fields and Validation rules.
4. Cross object formula fields.
5. Page layouts.
6. Rollup summary fields.
7. Reports and dashboards
Milestones and Activities:

Milestone 1-Salesforce :

Introduction:

Are you new to Salesforce? Not sure exactly what it is, or how to use it? Don’t know where
you should start on your learning journey? If you’ve answered yes to any of these questions,
then you’re in the right place. This module is for you.
Welcome to Salesforce! Salesforce is game-changing technology, with a host of
productivity-boosting features, that will help you sell smarter and faster. As you work toward
your badge for this module, we’ll take you through these features and answer the question,
“What is Salesforce, anyway?”.

What Is Salesforce?

Salesforce is your customer success platform, designed to help you sell, service, market,
analyze, and connect with your customers.
Salesforce has everything you need to run your business from anywhere. Using standard
products and features, you can manage relationships with prospects and customers, collaborate
and engage with employees and partners, and store your data securely in the cloud.
So what does that really mean? Well, before Salesforce, your contacts, emails, follow-up tasks,
and prospective deals might have been organized something like this:
https://youtu.be/r9EX3lGde5k

Activity 1: Creating Developer Account:

Creating a developer org in salesforce.
1. Go to https://developer.salesforce.com/signup
2. On the sign up form, enter the following details :
 1) First name & Last name
2) Email
3) Role : Developer
4) Company : College Name
5) County : India
6) Postal Code : pin code
7) Username : should be a combination of your name and company
This need not be an actual email id, you can give anything in the format :
[email protected]
Click on sign me up after filling these.

Activity 2: Account Activation:

1. Go to the inbox of the email that you used while signing up. Click on the verify account to
activate your account. The email may take 5-10mins.
2. Click on Verify Account
3. Give a password and answer a security question and click on change password.

4. Then you will redirect to your salesforce setup page.

Milestone 2- Object

What Is an Object?
Salesforce objects are database tables that permit you to store data that is specific to an
organization. What are the types of Salesforce objects

Salesforce objects are of two types:

1. Standard Objects: Standard objects are the kind of objects that are provided by
salesforce.com such as users, contracts, reports, dashboards, etc.
2. Custom Objects: Custom objects are those objects that are created by users. They supply
information that is unique and essential to their organization. They are the heart of any
application and provide a structure for sharing data.

To Navigate to Setup page:

Click on gear icon → click setup.
To create an object:
1. From the setup page → Click on Object Manager → Click on Create → Click on
Custom Object.

2. On Custom object defining page:

3. Enter the label name, plural label name, click on Allow reports, Allow search.
4. Click on Save.

Activity 1: Create Supplier Object:

To create an object:
1. From the setup page → Click on Object Manager → Click on Create → Click on
Custom Object.
1) Enter the label name→ supplier
2) Plural label name→ supplier
3) Enter Record Name Label and Format
● Record Name → supplier Name
● Data Type → Text
2. Click on Allow reports and Track Field History and allow search
3. Allow search → Save.

Activity 2: Create Rice mill Object:

To create an object:
1. From the setup page → Click on Object Manager → Click on Create → Click on
Custom Object.
1) Enter the label name→ rice mill
2) Plural label name→ rice mills
3) Enter Record Name Label and Format
● Record Name →
● Data Type → Auto Number
● Display Format → rice-{000}
● Starting number → 1
2. Click on Allow reports and Track Field History, Allow Search.
3. Allow search → Save.

Activity 3: Create consumer Objects:

Note: Follow the same steps as mentioned in Activity 2 for the and Receipt objects.
1. Use these display format for the consumer
● label name → consumer
● Plural label name → consumers
● Display Format → consumers-{000}
● Starting number → 1
Activity 4: Create rice details Objects:
2. Use these display format for the rice details
● label name → rice details
● Plural label name → rice details
● Display Format → rice-{000}
● Starting number → 1

Milestone 3- Tabs
What is Tab : A tab is like a user interface that is used to build records for objects and to view
the records in the objects.

Types of Tabs:

1. Custom Tabs
Custom object tabs are the user interface for custom applications that you build in
salesforce.com. They look and behave like standard salesforce.com tabs such as accounts,
contacts, and opportunities.
2. Web TabsWeb Tabs are custom tabs that display web content or applications embedded in
the salesforce.com window. Web tabs make it easier for your users to quickly access content
and applications they frequently use without leaving the salesforce.com application.
1. Visualforce Tabs
Visualforce Tabs are custom tabs that display a Visualforce page. Visualforce tabs look and
behave like standard salesforce.com tabs such as accounts, contacts, and opportunities.
2. Lightning Component Tabs
Lightning Component tabs allow you to add Lightning components to the navigation menu
in Lightning Experience and the mobile app.
3. Lightning Page Tabs
Lightning Page Tabs let you add Lightning Pages to the mobile app navigation menu.
Lightning Page tabs don't work like other custom tabs. Once created, they don't show up on
the All Tabs page when you click the Plus icon that appears to the right of your current tabs.
Lightning Page tabs also don't show up in the Available Tabs list when you customize the
tabs for your apps.

Activity 1: Creating a Custom Tab

To create a Tab:( supplier)
1. Go to setup page → type Tabs in Quick Find bar → click on tabs → New (under
custom object tab)

2. Select Object( supplier) → Select the tab style → Next (Add to profiles page)
keep it as default → Next (Add to Custom App) uncheck the include tab .
3. Make sure that the Append tab to users' existing personal customizations is
checked.
4. Click save.
Activity 2: Creating Remaining Tabs
1. Now create the Tabs for the remaining Objects, they are “ rice mill, consumer , rice
details”.
2. Follow the same steps as mentioned in Activity -1 .
Milestone 4- The Lightning App:
An app is a collection of items that work together to serve a particular function. In Lightning
Experience, Lightning apps give your users access to sets of objects, tabs, and other items all in
one convenient bundle in the navigation bar.
Lightning apps let you brand your apps with a custom color and logo. You can even include a
utility bar and Lightning page tabs in your Lightning app. Members of your org can work more
efficiently by easily switching between apps.

Activity 1: Create a Lightning App

To create a lightning app page:

1. Go to setup page → search “app manager” in quick find → select “app manager” → click
on New lightning App.

2. Fill the app name in app details as MY RICE →Next → (App option page) keep it as
default → Next → (Utility Items) keep it as default → Next.
3. Upload a photo that is related to your app.
4. To Add Navigation Items:

Select the items (supplier, rice mill, consumer , Rice details ) from the search bar and move
it using the arrow button → Next.

5. To Add User Profiles:

Search profiles (System administrator) in the search bar → click on the arrow button →
save & finish.

Milestone 5 : Fields

When we talk about Salesforce, Fields represent the data stored in the columns of a relational
database. It can also hold any valuable information that you require for a specific object. Hence,
the overall searching, deletion, and editing of the records become simpler and quicker.
Types of Fields
1. Standard Fields
2. Custom Fields

Standard Fields:
As the name suggests, the Standard Fields are the predefined fields in Salesforce that perform a
standard task. The main point is that you can’t simply delete a Standard Field until it is a
non-required standard field. Otherwise, users have the option to delete them at any point from
the application freely. Moreover, we have some fields that you will find common in every
Salesforce application. They are,
● Created By
● Owner
● Last Modified
● Field Made During object Creation

Custom Fields:
On the other side of the coin, Custom Fields are highly flexible, and users can change them
according to requirements. Moreover, each organizer or company can use them if necessary. It
means you need not always include them in the records, unlike Standard fields. Hence, the final
decision depends on the user, and he can add/remove Custom Fields of any given form.

Activity 1: Creating the number field in rice details object

Creating the number field in rice details object
1. Go to the setup page → click on object manager → From drop down click edit for
rice details object.

2. Click on fields & relationship → click on New.

3. Select Data type as “Number” and click Next.
4. Given the Field Label as “ rice distributed ” and length as “ 5 ”.

5. Field Name will be auto populated, and click on Next→ Next → Save.

Activity 2 : Creating Junction Object :

A Junction object is a custom object that serves as a bridge between two related objects in a
many-to-many relationship. It allows you to create a relationship between records of two
different objects by creating a many-to-many relationship model.

Creating junction object as rice details with supplier & rice mill
To create junction object
1. Go to the setup page → click on object manager → From drop down click edit for rice
details object.
2. Click on fields & relationship → click on New.

3. Select “Master-Detail relationship” as data type and click Next.

4. Select the related object “ supplier ” and click next.

5. Give Field Label as “supplier Name” and click Next.
6. Next → Next → Save & New.

7. Follow the same steps from 1 to 3.

8. Select the related object “ rice mill ” and click Next.
9. Give Field Label as “rice mill 1(one)” and click Next.
10. Next → Next → Save.
Activity 3 : Creating a Master-Detail Relationship

master-detail relationship is a type of relationship between two objects where the master object
controls certain behaviors and settings of the detail object. Here are a few use cases that
demonstrate the use of master-detail relationships

Creating Master-Detail Relationship between consumer & rice mill Object

To Create a Master-Detail relationship
1. Go to the setup page → click on object manager → From drop down click edit for
consumer object.
2. Click on fields & relationship → click on New.
3. Select “Master-Detail relationship” as data type and click Next.
4. Select the related object “ rice mill”.
5. Give Field Label as “rice mill name” and click Next.
6. Next → Next → Save.
Activity 4 : Creating the Roll-up Summary

A rollup summary field is a field that summarizes data from a child object to a parent object that
shares a master-detail relationship. Rollup summary fields can use the COUNT, SUM, MIN, and
MAX functions. For example, you could use a rollup summary field to display the total value
(amount of rice supplied ) from rice details on a related supplier.
Creating the Roll-up summary field on supplier & rice mill Objects.
1. Go to setup → click on Object Manager → type object name(supplier) in search bar →
click on the object.

2. Now click on “Fields & Relationships” → New

3. Select the data type as “Rollup summary ”,and click Next.

4. Give the Field label as “ sum of rice distributed ”,Field Name will be Auto generated, and
click Next.

5.
6. Select the summarized object as “ rice details ”.
7. Select the Rollup type as “sum”.
8. Select the field to aggregate as “ rice distributed ”, and click Next → Next → Save.
 9. Follow the same steps for the rice mill Object from 1 to 3
10. Give the Field label as “ rice distributed to shops ”,Field Name will be Auto generated,
and click Next.
11. Select the summarized object as “ rice details ”.
12. Select the Rollup type as “sum”.
13. Select the field to aggregate as “ rice distributed ”, and click Next → Next → Save.
14. Note : create the field as “ rice taken by shops in kgs” using number datatype in
consumer object
15. Follow the same steps for the rice mill Object from 1 to 3
16. Give the Field label as “ rice taken ”,Field Name will be Auto generated, and click Next.
17. Select the summarized object as “ consumer”.
18. Select the Rollup type as “sum”.
19. Select the field to aggregate as “ rice taken in shops ”, and click Next → Next → Save.

.
Activity 5 : Creating Fields in Objects
Creating the number field in rice details object
6. Go to the setup page → click on object manager → From drop down click edit for
rice details object.
7. Click on fields & relationship → click on New.
 8. Select Data type as “Number” and click Next.
9. Given the Field Label as “ supplier name ” and length as “ 5 ”.

10. Field Name will be auto populated, and click on Next→ Next → Save.

Activity 6: Creating Fields in rice mill Objects

1. Select Data type as “Number” and click Next.

2. Given the Field Label as “ rice price/kg ” and length as “ 5 ”
Activity 7: Creating Fields in consumer Objects

S.no Object name Fields data type

 1.
consumer First name Text

Last name Text

Phone number phone

email email

Rice taken by shops Number (length=5)

Rice type (Picklist values)

1.basmati
2.normal rice

Mode of payment Picklist values

● Credit card
● Debit card
● Net banking
● UPI
● Cash

Activity 8 : Creating Cross Object Formula Field in consumer Object

A cross-object formula field is a formula field that references fields from another object in
Salesforce. This type of formula allows users to calculate and display data from multiple objects
on a single record.

Note : check whether the fields mentioned in the formula field are created or not , if not go to
activity 9 and create those fields mentioned in consumer object.

1. Go to setup → click on Object Manager → type object name(consumer) in search bar →

click on the object.
2. Click on fields & relationship → click on New.
3. Select Data type as “Formula” and click Next.
4. Give Field Label and Field Name as “Amount Paid ” and select formula return type as
“Number” and click next.

5. Insert fields formula should be :

rice_taken_by_shops__c * rice_mill_name__r.rice_price_kg__c

6. Under Advanced Formula write down the formula and click “Check Syntax” and Save.

1. Creating the Formula field in consumer Object

Note : check whether that the fields that mentioned in the formula field are created are not , if
not go to activity 9 and create that fields mentioned in consumer object
2. Go to setup → click on Object Manager → type object name(consumer) in search bar →
click on the object.
3. Click on fields & relationship → click on New.
4. Select Data type as “Formula” and click Next.
5. Give Field Label and Field Name as “Consumer Name” and select formula return type as
“TEXT” and click next.
6. Insert field formula should be : First_Name__c + ' ' + Last_Name__c
7. click “Check Syntax” and Save.

8.

Activity 9 : Creating the validation rule

Improve the quality of your data using validation rules. Validation rules verify that the data a user
enters in a record meets the standards you specify before the user can save the record. A validation
rule can contain a formula or expression that evaluates the data in one or more fields and returns a
value of “True” or “False”. Validation rules also include an error message to display to the user when
the rule returns a value of “True” due to an invalid value.

Creating the validation rule for phone number field in consumer object

Note : check whether the fields mentioned in the formula field are created or not , if not go to
activity 9 and create those fields mentioned in consumer object.

1. Go to the setup page → click on object manager → From drop down click edit for
consumer object.
2. Click on the validation rule → click New.
]

3. Enter the Rule name as “Phonenumberoremailblankrule ”.

4. Enter the description as “phone number and email number should not be blank”.
5. Enter the formula as “OR( ISBLANK( phone_number__c ) , ISBLANK( email__c ) )”
and check the syntax.

6.
7. Under the error message write as”please fill in your phone number.”
8. Select error location “top of page”.
 9.
10. Save the validation rule.

Milestone 6 : Page layouts

Page Layout in Salesforce allows us to customize the design and organize detail and edit pages
of records in Salesforce. Page layouts can be used to control the appearance of fields, related
lists, and custom links on standard and custom objects' detail and edit pages.

Activity 1 : creating the page layout

To Create a Page layout:
1. Go to Setup → Click on Object Manager → Search for the object (consumer) → From
drop down select the object and click on it.
2. Click on Page layout → Click on New.
3. Select the existing page layout, and give the page layout name as “consumer layout”, and
click save.

4.
5. Drag and drop the section field to consumer details and create the section.
6. Enter the section name as “Personal details”, → click Ok.
7. Now drag the fields to this section that mentioned , they are
● First name , last name , consumer name , phone number, email, rice mill name.

8. Follow the same process for another two sections as shown above , they are
9. One section is “ rice details ” , drag the fields that are
● Rice taken by shop, rice type.
10. Another section is “Receipt details ”, and drag the fields that are
● Mode of payment , Amount paid.
11. Then , Click save.

12.
Milestone 7 : Profiles

A profile is a group/collection of settings and permissions that define what a user can do in
salesforce. Profile controls “Object permissions, Field permissions, User permissions, Tab
settings, App settings, Apex class access, Visualforce page access, Page layouts, Record Types,
Login hours & Login IP ranges. You can define profiles by the user's job function. For example
System Administrator, Developer, Sales Representative.

Types of profiles in salesforce

1. Standard profiles:
By default salesforce provides below standard profiles.
● Contract Manager
● Read Only
● Marketing User
● Solutions Manager
● Standard User
● System Administrator.
We cannot deleted standard ones
Each of these standard ones includes a default set of permissions for all of the standard
objects available on the platform.

2. Custom Profiles:
Custom ones defined by us.
They can be deleted if there are no users assigned with that particular one.

Activity 1: owner Profile

To create a new profile:
1. Go to setup → type profiles in quick find box → click on profiles → clone the desired
profile (Standard User) → enter profile name (owner) → Save.
2.
3. Scroll down to Custom Object Permissions and Give access permissions for consumers,
rice details , rice mill and suppliers objects as mentioned in the below diagram.

4.
5. Give access and save it.

Activity 2: employer Profile

1. Go to setup → type profiles in quick find box → click on profiles → clone the desired
profile (Standard Platform User) → enter profile name (employer) → Save.
2. While still on the profile page, then click Edit.
3. Select the Custom App settings as default for the rice mill..
4. Scroll down to Custom Object Permissions and Give access permissions for consumer, rice
employeremployerdetails , rice mill and suppliers objects as mentioned in the below
diagram.

5. And click save.

Activity 3: worker Profile

1. Go to setup → type profiles in quick find box → click on profiles → clone the desired
profile (Standard Platform User) → enter profile name (worker) → Save.
2. While still on the profile page, then click Edit.
3. Select the Custom App settings as default for the rice mill.
4. Scroll down to Custom Object Permissions and Give access permissions for consumer, rice
details , rice mill and suppliers objects as mentioned in the below diagram.
5. And click save.

Milestone 8 : Role & Role Hierarchy

A role in Salesforce defines a user's visibility access at the record level. Roles may be used to
specify the types of access that people in your Salesforce organization can have to data. Simply
put, it describes what a user could see within the Salesforce organization.

Activity 1: Creating owner Role

Creating owner Role:
1. Go to quick find → Search for Roles → click on set up roles.
2. Go to quick find → Search for Roles → click on set up roles.

3. Click on Expand All and click on add role under whom this role works.
1. Give Label as “owner” and Role name gets auto populated. Then click on Save.

2.
3. Click and save it.

Activity 2: Creating employer roles

Creating another two roles under manager
1. Go to quick find → Search for Roles → click on set up roles.
2. Click plus on CEO role, and click add role under owner.
3.

4. Give Label as “employer” and Role name gets auto populated. Then click on Save.
5. Repeat the same steps, for another role.
6. Click plus on CEO role, and click plus on owner, and click add role under employer

.
7. give Label as “worker” and Role name gets auto populated. Then click on Save.
Milestone 9 : Users

A user is anyone who logs in to Salesforce. Users are employees at your company, such as sales
reps, managers, and IT specialists, who need access to the company's records. Every user in
Salesforce has a user account. The user account identifies the user, and the user account settings
determine what features and records the user can access.

Activity 1: Create User

1. Go to setup → type users in quick find box → select users → click New user.
2. Fill in the fields
3. First Name : vicky
4. Last Name :y
5. Alias : Give a Alias Name
6. Email id : Give your Personal Email id
7. Username : Username should be in this form: [email protected]
8. Nick Name : Give a Nickname
9. Role : owner
10. User license : Salesforce
11. Profiles : owner.

Save it.
Activity 2: creating another users

12. Go to setup → type users in quick find box → select users → click New user.
13. Fill in the fields
14. First Name : ram
15. Last Name : ram
16. Alias : Give a Alias Name
17. Email id : Give your Personal Email id
18. Username : Username should be in this form: [email protected]
19. Nick Name : Give a Nickname
20. Role : employer
21. User license : Salesforce platform
22. Profiles : standard platform user.

23. Go to setup → type users in quick find box → select users → click New user.
24. Fill in the fields
25. First Name : ragu
26. Last Name : raj
27. Alias : Give a Alias Name
28. Email id : Give your Personal Email id
 29. Username : Username should be in this form: [email protected]
30. Nick Name : Give a Nickname
31. Role : worker
32. User license : Salesforce platform
33. Profiles : standard platform user.

Milestone 10 : Permission sets

A permission set is a collection of settings and permissions that give users access to
various tools and functions. Permission sets extend users’ functional access without
changing their profiles and are the recommended way to manage your users’
permissions.

Activity 1: Creating OWD setting.

1. Go to setup → type “sharing settings ” in quick search → Click edit.
2. Scroll down, change the default internal access to “ public read-only” for rice mill and
supplier object.
3. Click save.
4. Extra information, By these every profile has their own access, according to their profile.
5. But in our case we created roles and given the roles in such a way that the owner can see
employer and worker records , and the employer can see the worker records.

Note : create the latest “10” records in consumer objects.

Try to fill every field in each record for better experience.

Milestone 11 : Reports
Reports give you access to your Salesforce data. You can examine your Salesforce data in almost
infinite combinations, display it in easy-to-understand formats, and share the resulting insights
with others. Before building, reading, and sharing reports, review these reporting basics.
In Salesforce.com we can easily generate reports in different styles. And can create reports in a
very short time and also schedule the reports. Salesforce provides a powerful suit of analytic
tools to help you organize, view and analyze your data.

Types of Reports in Salesforce

1. Tabular
2. Summary
3. Matrix
4. Joined Reports
1. Tabula Reports: Simple listing of data without any subtotals. This type of reports provide you most
basically to look at your data. Use tabular reports when you want a simple list or a list of items with a
grand total.

Example: This type of reports are used to list all accounts, List of contacts, List of opportunities…..etc.….

2. Summary Reports: This type of reports provide a listing of data with groupings and sub totals. Use
summary reports when you want subtotals based on the value of a particular field or when you want to
create a hierarchically grouped report, such as sales organized by year and then by quarter.

Example: All opportunities for your team sub totaled by Sales Stage and Owner.

3. Matrix Reports: This type of reports allow you to group records both by row and by column.
A comparison of related totals, with totals by both row and column. Use matrix reports when you
want to see data by two different dimensions that aren’t related, such as date and product.

Example: Summarize opportunities by month vertically and by account horizontally.

4. Joined Reports: Blocks of related information in a single report. This type of reports enable you to
adopt five different blocks to display different types of related data. Each block can own unique columns,
summary fields, formulas, filters and sort order. Use joined reports to group and show data from multiple
report types in different views.

Example: You can build a report to show opportunity, case and activity data for your accounts.

Activity 1: Create Report

1. Go to the app → click on the reports tab

2. Click New Report.
 3. select for report type, search for “rice mill with consumers” click on it. And click on start
report.

1. Their outline pane is opened already, select the fields that are mentioned below in the
column section.
1.consumer name
2.rice type
3.rice price/kg
4.mode of payments
5.amount paid
2. Remove the unnecessary fields.
3. Select the fields that are mentioned below in the GROUP ROWS section.
a. Rice taken by shops.
Click save and run and save the report as “range of amount per day”.and save it.

Activity 2: Sharing report to owner

1. Click edit drop down and select subscribe option

2.
3. Follow as per below image.
 4.

5.
After selecting the run report as a “another person” select your personal account or whom
you want to send that mail to.
6. Click save.

NOTE: The owner gets daily email notification of that rice mill report.so that he can
see all data remotely.
Activity 3: create a report folder

1. Click on the app launcher and search for reports.

2. Double click on the report, “ reports tab” will be auto populated in the navigation bar.
3. Click on the report tab, click on the new folder.

4. Give the Folder label as “estimated rice per day ”, Folder unique name will be auto
populated.
5. Click save.

1.navigate to app launcher and click reports on that.

2.click all reports.
3. Select the range of amount per day drop down in that click move.
4.
5. Select estimated rice per day folder and select folder.

Note: if you want to see the report which you have created then go to reports - all folders -
estimated rice per day - your report will appear in this way.

Milestone 12 : Dashboards
Dashboards help you visually understand changing business conditions so you can make
decisions based on the real-time data you’ve gathered with reports. Use dashboards to help users
identify trends, sort out quantities, and measure the impact of their activities. Before building,
reading, and sharing dashboards, review these dashboard basics.
Activity 1: Create Dashboard Folder
1. Click on the app launcher and search for the dashboard.
2. Click on the dashboard tab.
3. Click the new folder, give the folder label as “ amount data dashboard”.
4. Folder unique names will be auto populated.
5. Click save.

6.

Activity 2: Create Dashboard

1. Go to the app → click on the Dashboards tabs.

2. Give a Name and select the folder that was created, and click on create.
1. Select add component.

1. Select a Report and click on select.

1. Preview is shown below.

Display as- vertical bar chart

X-axis - rice taken by shops
Y-axis- sum of amount
Y-axis range - automatic
Sort by - rice taken by shops
Component theme - dark.

Add the component

Again select add component with above same steps

1.display as donut chart
2.sort by - sum of amount
3.title-range of amount per day
4.component theme dark
Click add.
Click save and done.