I M P L E M E N T I N G A R E P O RT I N G
S T R AT E GY F O R T H E S A L E S C L O U D
OVERV IE W
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.
D U R AT I O N
•• 3 days
D E L I V E R Y F O R M AT
•• Classroom
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W H O S H O U L D TA K E T H I S C O U R S E ?
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
W H E N YO U CO M PL E T E T HI S CO U R S E ,
YO U W IL L B E A B L E TO:
•• Establish a process for developing and deploying analytics solutions for your
sales organization
•• Set up an efficient analytics infrastructure to ensure users can find the
reports and dashboards they need
•• Create effective sales reports and dashboards to address the needs of users
at all levels
•• Maximize users’ consumption of sales reports and dashboards
PREREQUISITES
The prerequisites include a solid understanding of basic Salesforce concepts
and sales functionality. In particular, students should have some knowledge of:
•• Navigating Salesforce
•• Salesforce objects and their relationships to one another
•• Creating reports with the report builder, including filtering,grouping, and
summarizing data
•• Creating dashboards with the dashboard builderCreate effective sales reports
and dashboards to address the needs of users at all levels
•• Maximize users’ consumption of sales reports and dashboards
© 2016 salesforce.com, inc. All rights reserved. 10/16
I M P L E M E N T I N G A R E P O RT I N G
S T R AT E GY F O R T H E S A L E S C L O U D
CO U R S E O U T L I N E
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 – 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
ABOUT SALESFORCE UNIVERSIT Y
Salesforce University offers a comprehensive catalog of courses and certifications to help you administer, develop, and
use your organization’s Salesforce environment. Whether you need a customized private course for your whole team or an
in-depth instructor-led classroom experience for one person, Salesforce University can help you take the next steps on your
journey to success. Contact us today to learn how we can help you get the most out of your Salesforce investment.
R E G I S T E R F O R S A L E S F O R C E U N I V E R S I T Y C O U R S E S O N L I N E O R S P E A K W I T H A N E X P E R T:
AMERICAS:
www.salesforce.com/training
Phone: 1-877-TRAIN10
Email: [email protected]
© 2016 salesforce.com, inc. All rights reserved. 10/16
A S I A /PA C I F I C :
www.salesforce.com/au/training
Phone: 1-800-789-984
Email: [email protected]
EMEA:
www.salesforce.com/eu/training
Email: [email protected]
/SalesforceUniversity
@SalesforceU