Salesforce Report And Dashboard Project Real-Life Use Cases

Become a master in Salesforce Report & Dashboards with real life Projects & Scenarios. Build Salesforce Report Project
What you'll learn
Salesforce Lightning Report Builder
Salesforce Lightning Dashboard Builder
Identify Type of chart to be used in dashboard
Complete report use case from conception to completion
Marketing reports in Salesforce
Report use cases on leads and campaigns
Sales reports in salesforce
Month-over-Month comparison of Won Deals
Salesforce Report advanced formulas
Salesforce Pipeline reports
Salesforce Trend Graphs & reports
Service & Case related Reports
Engagement/Activities Reports
Requirements
Basics of Salesforce Report Builder
Description
Become a Salesforce Report Builder Expert and learn one of the most demanded skills in Salesforce!If you are looking to practice real-life report scenarios and projects that will take you from a Competent Report builder to an Expert by mastering the most advanced Report-building techniques & Use cases, then be certain that you have come to the right place.Report & Dashboard Builder has now become a default tool for building analytical and insightful data viewing in Salesforce Lightning Experience orgs. The Salesforce Lightning Report Projects and Use Cases course is for admins/developers who are interested to brush up on their reporting skills by doing hands-on and solving real-life based scenario problems using Report builder. The course will take you through various concepts and complex reports in a Project-Based and Use case-driven approach. This course will teach you how to solve complex business use cases through a simple point-and-click using Report Builder. The first part of each Project contains a summary / Use Case of the Report project.The second part of the video contains practical hands-on to create the reports/dashboards to solve the business use case.We cover a wide variety of Use Cases, including:Real-life project based Use CasesCapturing preferred lead channels for your sales.Creating Sales & marketing dashboard.Lead conversion ratio.Win% for campaigns.Year-Over-Year Revenue comparisons.Y-o-Y growth percentage.Report on Target Vs Achievement.Pipeline reports.Sales funnel leakage.Service & Case Scenarios.Case Lifecycle.Reports on Engagement.By taking up the course you will feel confident about building Salesforce Reports and you will be able to tackle analytical requirements on the Salesforce platform.The course is made very concisely keeping in mind that all the relevant information regarding the salesforce lightning report builder is covered. The Salesforce Report Projects course will help in creating various insightful reports on the platform and will be a great course to have in your collection as these use cases can come to you as well in your professional career. This course is not a power-point presentation but it's a complete hands-on course so you can learn by doing.So what are you waiting for? Practice Salesforce Reports & Dashboard in a way that will advance your career and increase your knowledge, all in a fun and practical way!Happy Learning!!
Overview
Section 1: Introduction
Lecture 1 Introduction
Section 2: Marketing Reports
Lecture 2 Use Case: Preferred Leads Channel
Lecture 3 Preferred Leads Channel
Lecture 4 Creating Marketing Dashboard
Lecture 5 Use Case: Number of leads created FQ wise
Lecture 6 Number of leads created FQ wise
Lecture 7 Use Case: Lead Conversion ratio
Lecture 8 Lead Conversion ratio
Lecture 9 Use Case: Top potential leads
Lecture 10 Top potential leads
Lecture 11 Use Case: Opportunity win rate % by campaign
Lecture 12 Opportunity win rate % by campaign
Section 3: Sales Reports
Lecture 13 Use Case: Month over Month Comparisons from Past Years to Date
Lecture 14 Month over Month Comparisons from Past Years to Date
Lecture 15 Compare Year-over-Year revenue per Quarter
Lecture 16 Use Case: Year over Year growth
Lecture 17 Year over Year growth
Lecture 18 Use Case: Best performing product or service
Lecture 19 Best performing product or service
Lecture 20 Use Case: New vs. returning customer sales
Lecture 21 New vs. returning customer sales
Lecture 22 Use case: Target Vs Achievement
Lecture 23 Track Targets & Achievements of Sales users
Lecture 24 Challenge: Create the Pipeline Predictor
Lecture 25 Create the Pipeline Predictor
Lecture 26 Use case : Pipeline amount variance
Lecture 27 Creating Pipeline amount variance report
Lecture 28 Challenge: Opportunities Past Due
Lecture 29 Opportunities past due
Lecture 30 Sales Life Cycle report : Average stage duration
Lecture 31 Use Case : Sales Funnel Leakage
Lecture 32 Sales Funnel Leakage
Section 4: Service Reports
Lecture 33 Project: Service Reports
Lecture 34 Use Case: Open case
Lecture 35 Columns to be added for open cases report
Lecture 36 Creating Open Cases Report
Lecture 37 Challenge: Case Lifecyle
Lecture 38 Creating Case Lifecyle report
Lecture 39 Use Case: Track Frequent issue raised by customer
Lecture 40 Creating report to Track frequent issues raised by customer
Lecture 41 Use case: Number of cases FQ wise
Lecture 42 Number of cases FQ wise
Section 5: Engagement Reports
Lecture 43 Project: Engagement
Lecture 44 Use Case: Open Activities
Lecture 45 Creating Open Activities Report
Lecture 46 Use case: Average activities per opportunity
Lecture 47 Creating Average activities per opportunity
Lecture 48 Use case: Variance in activity count Y-o-Y
Lecture 49 Variance in activity count Y-o-Y
Lecture 50 Salesforce Cross Filter Limitations
Lecture 51 Conclusion
Section 6: Bonus
Lecture 52 Bonus Lecture
Report builders who want to tackle real life use cases,Beginner Report builders to learn some advance concepts with use cases,Advanced professionals who wants real world scenarios to practice and become more proficient
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