The application provides 15 out-of-the-box reports that you can use, copy, and modify to suit your needs. These reports combine Jiminny data within Salesforce for enhanced analytical insights.
Once you have installed the Jiminny Salesforce App, you are able to access the reports under Reports > All Folders> Jiminny Reports
Some reports will not function accurately in Full Data Transience* mode within the Jiminny Salesforce App. Here is an overview of which reports will work and which will not:
Report Functionality
Early-Stage Deals Citing Pricing (CFY) ❌
Jiminny Conversations by Organiser ✅
Jiminny Statistics by Rep ✅
Jiminny Conversations by Keyword 🚫
Late-Stage Deals No Pricing Cited (CFY) ❌
Lost Competitive Opportunities (CFY) ❌
Most Active Deals ✅
Most Common Triggers Against Lost Deals ❌
Most Common Triggers Against Won Deals ❌
Open Competitive Opportunities (CFY) ❌
Topics by Theme (Last Week) ❌
Topics by Theme (This Week) ❌
Topics by Theme ❌
Unengaged Accounts (Last 6 Months) ✅
Won Competitive Opportunities (CFY) ❌
Notes
✅ - Functions in Full Transcience
❌ - Does not function in Full Transcience
🚫 - Does not function with Partial Transcience or full Transcience, only Full Storage
Full Data Transience
*Full Data Transience - The lightest storage option where only key activity details, summaries, and action items are stored within Salesforce. This limits reporting capabilities but still allows access to key Jiminny data within Salesforce records. This is configured as part of setting up your Jiminny Salesforce app, read more here.