Briefly describe in your own words (2-3 sentences) how you would use Salesforce reports if you were a sales manager at a startup that has developed a new music streaming app. What types of data do you think you'd need to monitor? What types of data would you need to share with your sales team and other executives in the company?

Answers will vary. Responses might include: <ul> <li> Tracking the B2C sales of the SDRs on a sales team. </li> <li> Creating visual reminders for a sales team of how many weekly leads they've generated. </li> <li> Forecasting the sales growth for specific premium services on the app. </li> </ul>

Salesforce For Sales Managers » Week 3 » Reports, Dashboards, And Customer Success In Salesforce

Q: Which of the following Salesforce tools enable you to create a visual representation of data from multiple reports?

Yes! Dashboards can visually represent data from multiple reports.

Q: In Salesforce, how do reports, report charts, and dashboards flow and work together?

Answers may vary but should include the following information: A report is a collection of Salesforce data selected for a specific purpose. A report chart is a visual representation of a Salesforce report. A dashboard is a visual representation of a collection of report charts.

Q: What are three main ways that Salesforce reports can help a sales manager? (Hint: Think of TIF.)

Answers may vary but should include the following: Salesforce reports can help a sales manager to TIF: <ul> <li> Track individual performance </li> <li> Improve the team </li> <li> Forecast future sales </li> </ul>

Q: Imagine the CEO of the company asks you for a report that shows which cities have the most promising leads for your sales team. What are three clarifying questions you could ask before putting together a report? Hint: What clarifying questions should you ask about the term "promising?"

Answers will vary. Some examples of clarifying questions include: <ul> <li> How are we defining "promising?" By probability, by gross potential sales revenue? By number of opportunities? </li> <li> Are you referring to domestic cities, international cities or both? </li> <li> How would you like the results to be grouped? </li> </ul>