Useful formulas. Using PREVGROUPVAL: Formula for period-to-period percentage change. Use a date grouping, such as created date (group by week, month, etc. […]
Quick notes on Salesforce dashboards and reports Dashboards can have up to three filters. Filters can have up to 50 options. Ten […]
There are times when you want to assign a score to an activity, such as an event, based on the activity type. […]
In Salesforce, a joined report allows you to combine data from multiple objects and display it in a single report. Here are […]
The ParentGroupVal function is used in Salesforce reports to group the values of a field by the value of a parent field. […]
Use the Report Summary Formula PrevGroupVal to compare metrics between peer groups. For instance use it to compare won amounts over successive […]
When assessing lost opportunities it’s instructive to review where in the pipeline opportunities are being lost. Put another way we want to know at what sales stages do we experience pipeline leakages.
In a fully optimised sales process deals flow from one stage to another until closure. Lost deals point to problems in the sales process depending on where they leak from. These problems could include no emotional connection, information overload, undefined needs, poor on boarding, etc.
Using standard Salesforce reports we can develop a view of where in the sales process deal are lost. To do this we will start by creating an Opportunity History Report.