OverviewThis course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing an Analytics Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather 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.
Who should take this course?
Implementing an Analytics 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.
When you complete this course, you'll be able 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.
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
Analyze executive requirements
Design an executive dashboard solution
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
Analyze opportunity trends with an analytic snapshot and a combination chart
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
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
Deploying Your Analytics Solution
Communicate changes to users
Maximize user adoption of reports and dashboards
Improve report performance
The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality.
In particular, students should have some knowledge of:
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 builder.