Discovery
- Establish a process for delivering analytics solutions
- Discover high-level requirements
Defining Your Analytics Infrastructure
- Define a report and dashboard architecture
- Clean up reports and dashboards
Pipeline Analysis
- Analyze executive requirements
- Design an executive dashboard solution
- Analyze pipeline
- Determine top 10 opportunities with a row limit filter
- Analyze opportunity size with a bucket field
Closed Business Analysis
- Compare closed business month over month
- Analyze win rates with a joined report
Pipeline Trend Analysis
- Understand opportunity trends with stage history
- Analyze opportunity trends with an analytic snapshot and a combination chart
Forecast Analysis
- Understand the capabilities of Collaborative Forecasts
- Analyze the company's sales forecast with a custom report type
- Analyze quota attainment with a joined report
- Validate that a solution meets requirements
Lead Performance Analysis
- Analyze which types of leads perform best
- Monitor lead conversion times
- Analyze campaign revenue generation
Sales Management Analysis - Activities
- Design a dynamic team dashboard
- Understand activities
- Report on activities
- Analyze neglected accounts with a cross filter
Sales Management Analysis - Opportunities
- Identify stalled opportunities and bottlenecks
- Identify opportunities at risk with a cross filter and a joined report
Sales Rep Analysis
- Monitor individual pipelines
- Manage activities
Deploying Your Analytics Solution
- Communicate changes to users
- Maximize user adoption of reports and dashboards
- Improve report performance
