Using the Profitability Reporting Widget

You can embed a widget onto the Account and Product detail page to view a tabular report of the current record's profitability. To do this, ensure that you are logged in as System Administrator then:

  1. Run the profitability report that you want to use. This can be a Salesforce report you have created yourself or one of the reports supplied in the Expansion Pack. The report must have at least one aggregatable column and 1-3 row groupings.
  2. Copy the ID from the URL in your browser's address bar. For example, if the URL is https://xxx.salesforce.com/00O24000001kUb6 the ID is the string after salesforce.com/. In this example the ID is 00O24000001kUb6.
  3. From Setup, click Develop | Custom Settings then click Manage next to Accounting Settings (FF).
  4. Paste the report ID into the Profitability Report ID field.
  5. Customize the page layout for the Account object. Add a new single-column section and drag the Visualforce Pages component AccountProfitabilityReport into this new section. Save your changes to the page layout.
  6. Customize the page layout for the Product object. Add a new single-column section and drag the Visualforce Pages component ProductProfitabilityReport into this new section. Save your changes to the page layout.

Now when you view the Account or Product detail page, a table will display the profitability report for the account or product record being viewed.

You can embed the widget onto another object's detail page but doing so involves creating a Visualforce Page specific to the chosen object. Full instructions are provided in Using the Profitability Reporting Widget with Custom Objects.