The Report UOM allows you to use any Salesforce report to track progress for Key Results, utilizing the summary fields in the report to automatically update progress. However, it’s important to be cautious when using this option, as dynamic report filters—such as Current FY, Current Quarter, or Current Month—can change over time. This may cause the progress to reflect the most recent report values, potentially leading to discrepancies. To ensure more consistent and accurate tracking, it’s recommended to use SObject or KPI UOM whenever possible, or to create a dedicated report with fixed, clearly defined filters tailored specifically to the Key Result.
Example:
A report showing the number of closed deals or resolved tickets.
Watch the video tutorial on using the “Report” UOM