Slippage Report

This is a link to a type of Google Sheet that I used for showing how different open opportunities for sales had changed their projected close dates. We can then highlight different levels of slippage (month vs. quarter vs. year). The technique used is to get the data out of Salesforce using a Google Sheets add-in called Salesforce Connector for executing SOQL queries and dumping the results into a sheet that can be constantly written over. The values are then referenced in another sheet with the correct formatting and formulas.

flowchart RL
H[[Salesforce Connector]] <--> |Enter query while in sheet 2|G[[Salesforce]]
H -->|Replace values in sheet| B(Query Results)

  subgraph Sheet 3
Z{{Text of SOQL Query to Use}}
    end
   
 subgraph Sheet 2
 B
end
subgraph Sheet 1
    B -->|Access values| D(Formatted Report)

end