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Reports

Sales Superhero - Stuck Opportunities

Let's see an example of one of the tools you will be build in your class: Stuck Opportunities. Identify which opportunities are stuck in your pipeline with this report. Overcome objections and hurdles to move your opportunity to a closed sale. Close more deals, faster.

Marketing Superhero - Leads By Source

Let's see an example of one of the reports you will be building in the class: Leads by source. Identify your lead sources and focus your marketing efforts accordingly. Determine the origin of leads. Track marketing efforts and stay on course. Use data to make informed decisions.

II. Building a Report

This video tutorial shows you how to generate a simple report, "All Leads Created Today," to give you a basic understanding of simple report building.

Introduction to Reports

This tutorial is an introduction to Salesforce Reports. It gives an overview of the functionality and terms of navigating around a report