The Implementing a Reporting Strategy for Sales Cloud training course provides the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. This course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.
By attending Implementing a Reporting Strategy for Sales Cloud workshop, delegates will learn 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 user's consumption of sales reports and dashboards
This Implementing a Reporting Strategy for Sales Cloud class 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