Implementing a Reporting Strategy for the Sales Cloud

This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

Course Outline

Discovery

  • Establish a process for delivering analytics solutions

  • Discover high-level requirements


Defining Your Analytics Infrastructure

  • Define a report and dashboard architecture

  • Clean up reports and dashboards


Pipeline Analysis

  • Analyze executive requirements

  • Design an executive dashboard solution

  • Analyze pipeline

  • Determine top 10 opportunities with a row limit filter

  • Analyze opportunity size with a bucket field


Closed Business Analysis

  • Compare closed business month over month

  • Analyze win rates with a joined report


Pipeline Trend Analysis

  • Understand opportunity trends with stage history

  • Understand historical trending

  • Analyze opportunity trends with an analytic snapshot and a combination chart


Forecast Analysis

  • Understand the capabilities of Collaborative Forecasts

  • Analyze the company’s sales forecast with a custom report type

  • Analyze quota attainment with a joined report

  • Validate that a solution meets requirements


Lead Performance Analysis

  • Analyze which types of leads perform best

  • Monitor lead conversion times

  • Analyze campaign revenue generation


Sales Management Analysis – Activities

  • Design a dynamic team dashboard

  • Understand activities

  • Report on activities

  • Analyze neglected accounts with a cross filter


Sales Management Analysis – Opportunities

  • Identify stalled opportunities and bottlenecks

  • Identify opportunities at risk with a cross filter and a joined report


Sales Rep Analysis

  • Monitor individual pipelines

  • Manage activities


Deploying Your Analytics Solution

  • Communicate changes to users

  • Maximize user adoption of reports and dashboards

  • Improve report performance

Audience

Implementing a Reporting Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, including:

  • Sales operations analysts

  • Business analysts

  • Sales managers

  • System administrators and power users may also benefit from this course