Posts Tagged ‘salesforce report’

Salesforce Report: Open Cases

Report Name: Open Cases. Purpose: To list out all open cases which are more than 30 days by case owner. Related Records: All open case records exceeding more than 30 days. Benefit: The support division will have a total view of all the open cases which are more than 30 days. This will assist the…

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Salesforce Report: Weekly Activities on Deals

Report Name: Weekly Activities on Deals. Purpose: To list out all the activities of the current week for each deal. Related Records: All tasks and events records of current week related to opportunity records. Benefit: The sales managers will have a total view of their sales reps’ current week’s activities for every respective deal. From this report,…

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Salesforce Report: All Activities by Sales Reps

Report Name: All Activities by Sales Reps. Purpose: To list out all the sales reps’ activities of the current fiscal year. Related Records: All tasks and events records of current  fiscal year. Benefit: The sales managers will have a total view of their sales reps’ activities throughout the year. From this report, they can estimate…

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Salesforce Report: Sales by Industries

  Report Name: Sales by Industries Purpose: To list out all the closed won deals of the current and last fiscal year by industries. Related Records: All closed won opportunity records of the current and last fiscal year. Benefit: Marketing team will be able to fully utilise this report in order to recognise the sales…

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Salesforce Report: Opportunity Losing Stage

Report Name: Opportunity Losing Stage Purpose: To list out all closed lost opportunities with their last previous stage. Related Records: All closed lost opportunity records. Benefit: Sales Managers will be able to have a quick look at all their Sales Reps’ open deals for the next 3 months. Sales managers are able to look at…

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Salesforce Report: Incoming Deals for the Next 3 Months

Report Name: Incoming Deals for the Next 3 Months. Purpose: To list out all open deals for the next 3 months by Sales Reps. Related Records: All open opportunity records closing for the next 3 months. Benefit: Sales Managers will be able to have a quick look at all their Sales Reps’ open deals for…

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Salesforce Reports: Incoming Deals by Industry

Report Name: Incoming Deals by Industry. Purpose: To list out all open deals for current month by industries. Related Records: All open opportunity records closing this month. Benefit: With this report, the organisation will be able to have a quick look at all the open deals by industries for the current month. This basically assist…

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Salesforce Reports: Product Sales Estimation

Report Name: Product Sales Estimation. Purpose: To list out all products in open deals for the next 90 days. Related Records: Product records of open opportunities for next 90 days. Benefit: With this report, the organisation will be able to have a quick look at the potential products sales for the next 90 days. This…

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Salesforce Report: Product Sales by Industry

Report Name: Product Sales by Industry Purpose: To list out all products in closed won deals of the previous fiscal year by industries. Related Records: Products of previous fiscal year. Benefit: With this report, the organisation will be able to have a quick look at the products sales results of previous fiscal year based on…

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Salesforce Report: Converted Leads

Report Name: Converted Leads by Lead Source Purpose: To list out all the converted leads for current fiscal year based on lead source. Related Records: Converted lead records for current fiscal year. Benefit: Marketing team will be able to fully utilise this report in order to assist them in lead generation trend studies and set…

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