In this Dōjō session on Sales Reporting in Salesforce II, we talked through examples of the following sales reporting needs:

  • Pipeline vs Funnel
  • Sales Funnel
  • Pipeline Coverage Ratio
  • Net New Logos
  • Opportunity Score Amount vs Expected Revenue
  • Reporting on Opportunity Products
  • Preconfigured Sales Cloud Dashboards

Check out Sales Reporting in Salesforce part I and Formulas for Sales Reporting in Salesforce, too!