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 […]
In Salesforce, you can use a formula field to assign points based on the type of meeting. Here is an example formula […]
The ParentGroupVal function is used in Salesforce reports to group the values of a field by the value of a parent field. […]
Anyone in the Salesforce ecosystem will know about Trailhead. It is a mighty resource but there are some points to note to […]
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.
If an Org has two nodes immediately below the prime node there is an issue with including all records owned by users […]
1. Pick 3 burning issues to fix / improve or new initiatives to generate value. What is important is having a clear […]
Zoho Creator is a useful and versatile platform. One of the more common requirements, especially when creating a new app, is to […]