Salesforce Report: Revenue Generating Accounts
July 10, 2013 /
Posted in Salesforce Corner
| Report Name: | Revenue Generating Accounts. |
| Purpose: | To list out all the Accounts and their sales for current and past 2 fiscal years. To list out all the closed won deals from last fiscal year and current year by Sales Rep. |
| Related Records: | All account and closed won opportunity records of current and past 2 fiscal years. |
| Benefit: | The organisation will have a total view on the customers’ contribution in sales for the past 2 fiscal years and compare them to current year. Marketing division will be able to identify the “big” contributors and set more promotions and priorities as accordingly. |
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