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Salesforce Blitz
Generate reports for the following
- Count of opportunities having DBD in current & next month and revenue projections > $250k (with drill-down)
- Probability bucket-wise revenue projection for the Q (90%-100%, 80%-90%, 70%-80%, etc.)
- Count of opportunities with DBD due in <7 days days having no activities in last 7 days and probability is <70% (with drill-down)
- List of sales users with no activity OR no Opp update in last 7 days
- Reason-wise lost opportunities in last one month graph (with drill-down)
- Top 10 active opportunities based on count of DBD movement
I am new to reports n dashboards.....Any help is appreciated.
Thanks..
- Probability bucket-wise revenue projection for the Q (90%-100%, 80%-90%, 70%-80%, etc.)
- Count of opportunities with DBD due in <7 days days having no activities in last 7 days and probability is <70% (with drill-down)
- List of sales users with no activity OR no Opp update in last 7 days
- Reason-wise lost opportunities in last one month graph (with drill-down)
- Top 10 active opportunities based on count of DBD movement
I am new to reports n dashboards.....Any help is appreciated.
Thanks..
Reports and Dashboards: https://developer.salesforce.com/trailhead/module/reports_dashboards
Leads & Opp's: https://developer.salesforce.com/trailhead/module/admin_intro_opptys_leads
Also, if you get stuck on a specific report, the Reports & Dashboard group on the Success Community is extremely helpful: https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDK
My recommendation would be to post one question per report as you create them and run into roadblocks.
Good luck!