by David Carnes | Apr 20, 2022 | Recordings
In this Dōjō session on Sales Reporting in Salesforce II, we talked through examples of the following sales reporting needs: Pipeline vs Funnel Sales Funnel Pipeline Coverage Ratio Net New Logos Opportunity Score Amount vs Expected Revenue Reporting on Opportunity...
by David Carnes | Feb 23, 2022 | Recordings
In this session we dug into formulas for sales reporting, using examples of Row-Level, Summary, and Cross Block Formulas. You can see examples of PREVGROUPVAL() and PARENTGROUPVAL() functions in action!...
by David Carnes | Feb 9, 2022 | Recordings
In this session we dug into what we need to support sales reporting, Opportunity Report Types, and useful features. We discuss the difference between the words “pipeline” and “forecast”, and the few ways to achieve Target vs Actual in...
by David Carnes | Jan 26, 2022 | Recordings
Our second session of 2022 was focused on Reporting Snapshots. We asked participants to set up a dev org and try setting up the foundation for a Reporting Snapshot....
by David Carnes | Dec 15, 2021 | Recordings
We closed out 2021 with a session on Year over Year Reporting in Salesforce. ...
