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Salesforce Reporting Assignment
Project Brief
You are a Salesforce Administrator tasked with delivering operational reports for Sales, Support, and Leadership to support decision-making.
All reports must be saved in a folder named:
Business Operations Reports
Report Requirements
1. New Leads Requiring Follow-Up
Type: Leads
Format: Tabular
Scope: Leads created this month with status not converted
Fields: Lead Name, Company, Email, Phone, Lead Owner, Created Date
2. Overdue Sales Activities
Type: Tasks
Format: Tabular
Scope: Overdue, not completed tasks
Fields: Task Name, Related Record, Owner, Due Date
3. Sales Pipeline by Stage
Type: Opportunities
Format: Summary
Grouped By: Stage
Metric: Total Amount per Stage
4. Support Cases by Priority
Type: Cases
Format: Summary
Grouped By: Priority
Metric: Case Count
5. Monthly Closed-Won Revenue
Type: Opportunities
Format: Metric
Scope: Closed Won opportunities this month
Metric: Total Amount
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Salesforce Reporting Assignment
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