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Topic posted 3:47 AM by Kunal Daya
, tagged Account, BI Publisher, Chart, Dashboard, Infolets, Opportunity, Opportunity Management, Partner, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Territory in Sales > Reporting and Analytics for Sales public
Topic posted May 28, 2019 by Harshavardhan Konathala
, tagged Activity, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Pipeline, Quota, Reporting and Analytics, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users in Sales Cloud Report Sharing Center publicIncentive compensation: CRM SALES and IC dimensions linking using common 'Resource Hierarchy'The below prototype helps in building common reporting solutions across fusion CRM and IC Pillars, current DWH model doesn't have direct reporting solution across the pillars.- Topic posted May 8, 2019 by Harshavardhan Konathala, tagged Activity, BI Publisher, Business Plan, Chart, Customer, Dashboard, Data Visualization, Forecast, Infolets, Leads, Opportunity, Product, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Tip, Trends, Users, Year in Sales Cloud Report Sharing Center publicIncentive compensation - Recovery Amounts Dashboard19D release feature - Participant Recovery Amounts Dashboard & reports on Performance and Earnings Summary Subject Area
- Topic posted March 22, 2019 by Harshavardhan Konathala, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Reporting and Analytics, Resource, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Trends, Users, Year in Sales Cloud Report Sharing Center publicReporting using Cascading prompts – Attainment SummaryCascading prompts is a feature that is liked by many customers because it allows them to have a preview of their data through prompts before actually seeing the data.
Recent Comments (3 of 3)
- March 22, 2019 by Harshavardhan Konathala: Report images
- March 22, 2019 by Harshavardhan Konathala: Year, Participant wise performance measure
- March 22, 2019 by Harshavardhan Konathala: Additional Images for the same topic - Year wise participant list
- Topic posted February 27, 2019 by Tiina Pajulampi, tagged Dashboard, Sales, Sales Executive in Sales > Reporting and Analytics for Sales publicExecutive dashboard using Sales Page or OBIEE interactive dashboard?What would be the benefit of using the BI dashboard instead of sales page?
Recent Comments (1 of 1)
- May 13, 2019 by Justin Scherrer: Hi Tina, I realize you've probably already made a decision since this...
- Topic posted February 6, 2019 by Madhav Reddy, tagged Opportunity, Pipeline, Reporting and Analytics, Resource, Revenue, Sales, Sales Executive, Sales Manager, Sales Representative in Sales Cloud Report Sharing Center publicPipeline Team DashboardMonitor how my team is/was participating in closing deals,Status of opportunity, Channel contribution to closed deals by choosing year, quarter.
- Topic posted January 30, 2019 by Madhav Reddy, tagged Leads, Opportunity, Sales, Sales Executive, Sales Manager, Sales Representative, Tip in Sales Cloud Report Sharing Center publicLead - Opportunity Conversion ReportMonitor how leads are being converted to the opportunities and whether Contributions of lead to opportunity are evenly allocated among the leads.
Recent Comments (1 of 1)
- June 20, 2019 by Jarete Arroyo: I agree with Madhav, a dashboard showing the relations between leads...
- Topic posted December 3, 2018 by Harshavardhan Konathala, tagged Account, Activity, Assets, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Customer, Dashboard, Data Visualization, Partner, Partner Announcements, Reporting and Analytics, Sales, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Users, Year in Sales Cloud Report Sharing Center publicIncentive Compensation - Compensation Manager DashboardThe following report is a managers view of his teams targets, earnings and attainments from Incentive Compensation
- Topic posted August 8, 2018 by Madhav Reddy, tagged Account, Activity, Assets, Customer, Dashboard, Opportunity, Product, Reporting and Analytics, Sales Executive, Sales Manager, Sales Representative, Shared Reports in Sales Cloud Report Sharing Center publicNegative Reporting DashboardSales Manager/Rep needs to see the Account without Activities, Products without Revenues, Expiring Assets without new Opportunities and other negative reports
- Topic posted June 15, 2018 by Harshavardhan Konathala, tagged Account, Activity, Assets, BI Publisher, Business Plan, Business Plan Objective, Channel Account Manager, Channel Sales Manager, Chart, Competitors, Contact, Customer, Dashboard, Data Visualization, Deals, Employee, Enrollment, Forecast, Household, Infolets, Leads, Lightbox, MDF, Opportunity, Opportunity Management, Partner, Partner Announcements, Partner Program, Pipeline, Price Books, Product, Program Benefits, Program Tiers, Promotions, Quarter, Quota, Reporting and Analytics, Resource, Revenue, Sales, Sales Campaign, Sales Executive, Sales Manager, Sales Representative, Shared Reports, Status, Territory, Tile, Tip, Trends, User Adoption, Users, Year in Sales Cloud Report Sharing Center publicIncentive compensation - Participant Transaction & Dispute HistoryReport which gives detailed information on how many disputes that a participant facing by year and by period and also listing what justification given for the same.
Recent Comments (2 of 2)
- June 13, 2019 by Harshavardhan Konathala: Hello Rafi, Currently report doesn't have the drill-down feature...
- May 2, 2019 by Mohammed Rafi: Does this report has drill down feature ?