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Sales Cloud Shared Reports

Topic

    Madhav Reddy
    Top and Bottom 5 Reports
    Topic posted November 1, 2017 by Madhav ReddyBlue Ribbon: 750+ Points, last edited September 14, 2018 by Hemal KapasiBronze Trophy: 5,000+ Points, tagged Account, Assets, Channel Account Manager, Channel Sales Manager, Customer, Deals, Leads, MDF, Opportunity, Partner, Pipeline, Product, Revenue, Sales, Sales Executive, Sales Manager, Shared Reports, Territory 
    125 Views
    Title:
    Top and Bottom 5 Reports
    Summary:
    Top and Bottom 5 Reports for various sales metrics
    Content:

    Business Use Case:

    Sales Manager ->

    Sales Manager needs to view the Top and Bottom 5 data related to my Sales Representatives on various metrics, Products, Accounts,  Territories etc.

    Below are the reports included here:

    1. Top and Bottom 5 Accounts by Closed Revenue
    2. Top and Bottom 5 Accounts by Open Revenue
    3. Top and Bottom 5 Deal Registrations by Deal Size
    4. Top and Bottom 5 Lead Sources
    5. Top and Bottom 5 Open Opportunities by Revenue
    6. Top and Bottom 5 Partners by Closed Revenue
    7. Top and Bottom 5 Partners by Open Revenue
    8. Top and Bottom 5 Partners by Deals Submitted
    9. Top and Bottom 5 Partners by MDF Active Budget
    10. Top and Bottom 5 Partners by MDF Claims pending approval
    11. Top and Botom 5 Parnteres by MDF Requests pending approval
    12. Top and Bottom 5 Products by Asset Count
    13. Top and Bottom 5 Products by Closed Revenue
    14. Top and Bottom 5 Sales Reprensetative by Average Deal Size
    15. Top and Bottom 5 Sales Reprensetative by Closed Revenue
    16. Top and Bottom 5 Sales Reprensetative by Open Revenue
    17. Top and Bottom 5 Sales Reprensetative by Closed Opportunity Count
    18. Top and Bottom 5 Sales Reprensetative by Open Opportunity Count
    19. Top and Bottom 5 Sales Reprensetative by no. of Activities
    20. Top and Bottom 5 Sales Reprensetative by Sales Cycle
    21. Top and Bottom 5 Sales Reprensetative by Win Rate
    22. Top and Bototm 5 Territories by Closed Revenue
    23. Top and Bottom 5 Territories by Open Revenue

    How to deploy:

    1. Unarchive “Top and Bottom 5 Reports.catalog” file which has all the individual reports and the dashboard created using most of these reports.
    2. Ensure that you unarchive it under /shared/custom folder to retain the references that the dashboard has to those individual files (else you may correct those again in the dashboard).
    3. If you plan to use few of the reports directly, please delete other reports/dashboards to avoid confusion.

    Implementation notes:

    1. The data fetched is for the Current Enterprise Quarter. Please change the time value per your needs.
    2. The Resource Org hierarchy based login filter is used which shows the data for the current logged in user and the subordinates .
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