Implementing a Reporting Strategy for the Sales Cloud

////Implementing a Reporting Strategy for the Sales Cloud

Implementing a Reporting Strategy for the Sales Cloud

Course ID: STR301 3 Days

Implementing a Reporting Strategy for the Sales Cloud


This course is a must for anyone responsible for using analytics to drive business results in a sales organization. Implementing a Reporting Strategy for the Sales Cloud provides you with the skills and knowledge you need to gather for analytics requirements, design and build custom reports and dashboards, and deploy them to your users. Using real-world scenarios, this course gives
you the tools to analyze your key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.



Implementing a Reporting Strategy for the Sales Cloud is for anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce, including:

  • Sales operations analysts
  • Business analysts
  • Sales managers
  • System administrators and power users may also benefit from this course




Instructor-led / Virtual Instructor-led

Malaysia: MYR5,400
India: USD2,000


  • Navigating Salesforce
  • Salesforce objects and their relationships to one another
  • Creating reports with the report builder, including filtering, grouping, and summarizing data
  • Creating dashboards with the dashboard builderCreate effective sales reports and dashboards to address the needs of users at all levels
  • Maximize users’ consumption of sales reports and dashboards


  • Work with standard reports
  • Establish a report building process
  • Build custom reports using different reporting formats
  • Group and summarize reports
  • Use field filters and filter logic
  • Add charts and conditional highlighting
  • Create dashboards


Module 1: Discovery

Module 2: Defining Your Analytics Infrastructure

Module 3: Pipeline Analysis

Module 4: Closed Business Analysis

Module 5: Pipeline Trend Analysis

Module 6: Forecast Analysis

Module 7: Lead Performance Analysis

Module 8: Sales Management Analysis – Opportunities

Module 9: Sales Rep Analysis

Module 10: Deploying Your Analytics Solution

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