Hi, Looking to run reports on leads and opportunities as of a specific date. For example, how many opportunities were in the "Proposal" stage on
Just like you can add sections and position fields on a Salesforce page layout, custom report types open up the opportunity for you to make the Lightning Report Builder suit your users better. From the Edit Layout page, you can control exactly how the fields and sections display when a us...
In the past, it was necessary to run a manual report in Salesforce to see whether emails had been opened. It is now possible to see whether an email has been opened from theactivity timelinein Salesforce – for any emails that have been sent to customers, you’ll see whether the email...
Salesforce reports can give valuable insights into the health of a sales team and the sales process. They can also be used as inputs for graphical dashboard displays. In this article, we’ll go over everything you need to know about Salesforce reports: the different types, how to create ...
On the other hand, selecting Standard report types will provide you with access to overall Salesforce data sets. For beginner users, we recommend that you use Standard report type naming practices if you choose to run Custom report types. To choose a report type you should open up the ‘Re...
How to run a sales operations team: 4 essential points What is sales operations? Sales ops is one of those “it’s a verb and a noun” situations. I’ll break it down: Sales operations are all the activities and processes within a sales organization that support, enable, and drive front...
3 sales performance reporting mistakes—and what you can learn from them It takes both talent and experience to be a great salesperson. You have to constantly practice, make mistakes, and learn from them. Below are three challenges you’re bound to run into while creating sales performance rep...
Are you struggling to keep track of all the changes happening in your Salesforce data over time? Here are tips for creating reporting snapshots.
There is a world where sales planning happens once a year. You draw it up in January —“Whew, I’m glad that’s done!”— and everything goes as you planned. You hit your goals. Meanwhile, on Earth, you create a plan, start to act on it, and everything hits the fan. A compe...
These are the boots-on-the-ground sellers who convert leads into customers. AEs inform prospective customers about a product, make proposals, run negotiations, and close sales. Strengths to look for in an AE include: Deep knowledge and understanding of the product ...