Mar 5 • 🗣️GENERAL DISCUSSION
Assignment - Salesforce Data Analysis (Reports & Dashboard)
Completing this assignment has significantly expanded my knowledge and experience. It serves as a launch pad for more hands-on practical work. Below are some key highlights from the assignment:
Screenshots 1-4 represent the Summary Report of Total Sales Per Month for the current fiscal year, focusing on Closed Won Opportunities. The purpose of this report is to track monthly revenue performance and identify trends, spikes, or fluctuations. The Report Type is Opportunities, and it was created using the following configurations/settings: Filters (Close Date = Current Fiscal Year), (Stage = Closed Won), Grouping (Close Date grouped by Calendar Month), and Metrics (Sum of Amount).
Images 5-7 illustrate the Top 10 Customers by Total Sales Amount. This Summary Report aims to identify key revenue contributors and assess customer concentration. The Report Type is Opportunities, and it was created utilizing the following configurations/settings: Filters (Stage = Closed Won), (Close Date = Current Fiscal Year), Grouping (Account Name), and Metrics (Sum of Amount, Row Limit = Top 10, Sorted in Descending Order by Sum of Amount).
The other two reports focus on the Number of Opportunities created and closed by the Sales Representatives in the last quarter, as well as the Pipeline by Stage for all open opportunities.
Screenshot 8 shows the Business Insight Dashboard for the reports.
DASHBOARD SUMMARY
· Revenue reached a high of about $5.8 million in February, but it dropped in March. This shows that revenue is concentrated in certain months, which can make forecasting difficult.
· A few customers generate most of the revenue, which increases our risk of dependence on them.
· The data shows little activity, with only one sales representative mentioned. This may point to an uneven workload or issues with reporting.
· We have about $3.7 million in opportunities available, with most deals in the middle stages (Needs Analysis and Value Proposition). The lack of deals in the later stages may pose a risk to future revenue.
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Assignment - Salesforce Data Analysis (Reports & Dashboard)
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