Detailed Course Outline
Discovery
- Establish a process for delivering analytics solutions
- Discover high-level requirements
Defining Your Analytics Infrastructure
- Determine permissions and folder access
- Define a report and dashboard architecture
- Clean up reports and dashboards
Analyzing Opportunity Pipeline
- Analyze executive requirements
- Design an executive dashboard solution
- Build reports to analyze pipeline
- Build top 10 opportunity reports
- Analyze opportunity size
Closed Business Analysis
- Report on won opportunities against targets
- Compare closed business month over month
- Build top 10 won opportunities reports
- Build a top sales rep leaderboard
- Analyze win rates
Analyzing Pipeline Trends
- Report on opportunity trends with stage history
- Analyze opportunity trends with analytic snapshots
Forecasting Analysis
- Analyze the company’s sales forecast
- Analyze sales reps’ quotas and forecasts
Lead Performance Analysis
- Analyze which types of leads perform best
- Monitor lead conversion times
- Monitor lead qualification performance
- Compare sales rep conversion performance
Sales Team Management Reporting
- Identify stuck opportunities and bottlenecks
- Identify opportunities at risk
- Analyze sales rep activities
- Monitor data quality
Reports and Dashboards for Sales People
- Monitor individual pipelines
- Manage activities
- Analyze individual quotas
Validate and Deploy Your Analytics Solution
- Validate that a solution meets requirements
- Provide guidance on how users can use a solution to meet their objectives
- Maximize the consumption of reports and dashboards