In Restaurantology, custom reports empower Salesforce users to delve into the wealth of market intelligence data and gain deeper insights for their sales and marketing efforts. This article will guide you through the process of creating custom reports, highlighting two key report types, common use cases, and advanced reporting capabilities.

CREATING CUSTOM REPORTS IN RESTAURANTOLOGY

[01] Two key report types

The Restaurantology managed package introduces two (2) key new report types into Salesforce: RestaurantologyLogs and RestaurantologyLogs with Account Name.

• RestaurantologyLogs: This report type provides detailed insights from Restaurantology’s logs and data, allowing you to analyze industry trends, firmographic details, and technology adoption within the restaurant industry.
• RestaurantologyLogs with Account Name: This cross-object report type combines RestaurantologyLogs with your Salesforce Account data, enabling you to overlay your customer information, contacts, and recent interactions on the transient industry data.

Pro tip: Restaurantology sends updated insight snapshots each month, meaning over time matched Salesforce Accounts will have multiple related records from Restaurantology. When building custom reports, we strongly recommend considering a report filter with RestaurantologyLog > Restaurantology Is Latest = TRUE to ensure you’re only referencing the most recent record’s insights.

[02] Common use cases

• Chase Lists or Territory Maps: Create reports that identify potential prospects or target accounts within specific territories, helping you prioritize your sales efforts effectively.
• Partner or Competitor Lists: Generate reports that identify key partners or competitors in the restaurant industry, allowing you to understand the competitive landscape and explore collaboration opportunities.
• Ideal Customer Profile (ICP) Reports: Create reports tied to your specific sales motions, mapping industry insights with internal sales data to identify ideal customer profiles and optimize targeting strategies.

[03] Advanced reporting capabilities

Admins who are comfortable creating joined reports can combine RestaurantologyLogs and RestaurantologyLogs with Account Name report types to create comprehensive insights. For example, you can visualize a primary block that showcases industry-wide TAM data and overlay a secondary block with your Salesforce Account data, enabling a side-by-side comparison to extrapolate details like:

• Which Accounts are missing? Entries present in block 1 but missing in block 2
• Which Accounts are customers? Map out market penetration
• Which Accounts have contacts? Should we acquire a contact list or send to marketing?
• Which Accounts have been contacted recently? Prioritizing recency and frequency in logged activities.

By leveraging these advanced reporting capabilities, you can gain a holistic view of the industry and align it with your internal sales data, unlocking valuable insights to inform your sales strategies and drive revenue growth.