DS-STR301 - Implementing a Reporting Strategy for the Sales Cloud

Duration: 3 days

Price: $2,700.00

This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

Upcoming Classes

To schedule a class, please contact us at 888-825-6273

This course requires that you meet the following prerequisites:

The prerequisites include a solid understanding of basic Salesforce concepts and sales functionality. In particular, students should have some knowledge of:

Navigating Salesforce

Salesforce objects and their relationships to one another

Creating reports with the report builder, including filtering,grouping, and summarizing data

Creating dashboards with the dashboard builderCreate effective sales reports and dashboards to address the needs of users at all levels

Maximize users’ consumption of sales reports and dashboards

Course Outline


Defining Your Analytics Infrastructure

Pipeline Analysis

Closed Business Analysis

Pipeline Trend Analysis

Forecast Analysis

Lead Performance Analysis

Sales Management Analysis – Opportunities

Sales Rep Analysis

Deploying Your Analytics Solution