Salesforce Report and Dashboard Project: Real-Life Use Cases

Salesforce Report and Dashboard Project: Real-Life Use Cases, available at $49.99, has an average rating of 4.7, with 52 lectures, 1 quizzes, based on 5 reviews, and has 112 subscribers.

You will learn about Salesforce Lightning Report Builder Salesforce Lightning Dashboard Builder Identify Type of chart to be used in dashboard Complete report use case from conception to completion Marketing reports in Salesforce Report use cases on leads and campaigns Sales reports in salesforce Month-over-Month comparison of Won Deals Salesforce Report advanced formulas Salesforce Pipeline reports Salesforce Trend Graphs & reports Service & Case related Reports Engagement/Activities Reports This course is ideal for individuals who are Report builders who want to tackle real life use cases or Beginner Report builders to learn some advance concepts with use cases or Advanced professionals who wants real world scenarios to practice and become more proficient It is particularly useful for Report builders who want to tackle real life use cases or Beginner Report builders to learn some advance concepts with use cases or Advanced professionals who wants real world scenarios to practice and become more proficient.

Enroll now: Salesforce Report and Dashboard Project: Real-Life Use Cases

Summary

Title: Salesforce Report and Dashboard Project: Real-Life Use Cases

Price: $49.99

Average Rating: 4.7

Number of Lectures: 52

Number of Quizzes: 1

Number of Published Lectures: 52

Number of Published Quizzes: 1

Number of Curriculum Items: 63

Number of Published Curriculum Objects: 63

Original Price: ₹1,199

Quality Status: approved

Status: Live

What You Will Learn

Salesforce Lightning Report Builder
Salesforce Lightning Dashboard Builder
Identify Type of chart to be used in dashboard
Complete report use case from conception to completion
Marketing reports in Salesforce
Report use cases on leads and campaigns
Sales reports in salesforce
Month-over-Month comparison of Won Deals
Salesforce Report advanced formulas
Salesforce Pipeline reports
Salesforce Trend Graphs & reports
Service & Case related Reports
Engagement/Activities Reports

Who Should Attend

Report builders who want to tackle real life use cases
Beginner Report builders to learn some advance concepts with use cases
Advanced professionals who wants real world scenarios to practice and become more proficient

Target Audiences

Report builders who want to tackle real life use cases
Beginner Report builders to learn some advance concepts with use cases
Advanced professionals who wants real world scenarios to practice and become more proficient

Become a Salesforce Report Builder Expert and learn one of the most demanded skills in Salesforce!

If you are looking to practice real-life report scenarios and projects that will take you from a Competent Report builder to an Expert by mastering the most advanced Report-building techniques & Use cases, then be certain that you have come to the right place.

Report & Dashboard Builder has now become a default tool for building analytical and insightful data viewing in Salesforce Lightning Experience orgs. The Salesforce Lightning Report Projects and Use Cases course is for admins/developers who are interested to brush up on their reporting skills by doing hands-on and solving real-life based scenario problems using Report builder. The course will take you through various concepts and complex reports in a Project-Based and Use case-driven approach.This course will teach you how to solve complex business use cases through a simple point-and-click using Report Builder.

The first part of each Project contains a summary / Use Case of the Report project.

The second part of the video contains practical hands-on to create the reports/dashboards to solve the business use case.

We cover a wide variety of Use Cases, including:

Real-life project based Use Cases
Capturing preferred lead channels for your sales.
Creating Sales & marketing dashboard.
Lead conversion ratio.
Win% for campaigns.
Year-Over-Year Revenue comparisons.
Y-o-Y growth percentage.
Report on Target Vs Achievement.
Pipeline reports.
Sales funnel leakage.
Service & Case Scenarios.
Case Lifecycle.
Reports on Engagement.

By taking up the course you will feel confident about building Salesforce Reports and you will be able to tackle analytical requirements on the Salesforce platform.

The course is made very concisely keeping in mind that all the relevant information regarding the salesforce lightning report builder is covered. The Salesforce Report Projects course will help in creating various insightful reports on the platform and will be a great course to have in your collection as these use cases can come to you as well in your professional career. This course is not a power-point presentation but it’s a complete hands-on course so you can learn by doing.

So what are you waiting for? Practice Salesforce Reports & Dashboard in a way that will advance your career and increase your knowledge, all in a fun and practical way!

Happy Learning!!

Course Curriculum

Chapter 1: Introduction

Lecture 1: Introduction

Chapter 2: Marketing Reports

Lecture 1: Use Case: Preferred Leads Channel

Lecture 2: Preferred Leads Channel

Lecture 3: Creating Marketing Dashboard

Lecture 4: Use Case: Number of leads created FQ wise

Lecture 5: Number of leads created FQ wise

Lecture 6: Use Case: Lead Conversion ratio

Lecture 7: Lead Conversion ratio

Lecture 8: Use Case: Top potential leads

Lecture 9: Top potential leads

Lecture 10: Use Case: Opportunity win rate % by campaign

Lecture 11: Opportunity win rate % by campaign

Chapter 3: Sales Reports

Lecture 1: Use Case: Month over Month Comparisons from Past Years to Date

Lecture 2: Month over Month Comparisons from Past Years to Date

Lecture 3: Compare Year-over-Year revenue per Quarter

Lecture 4: Use Case: Year over Year growth

Lecture 5: Year over Year growth

Lecture 6: Use Case: Best performing product or service

Lecture 7: Best performing product or service

Lecture 8: Use Case: New vs. returning customer sales

Lecture 9: New vs. returning customer sales

Lecture 10: Use case: Target Vs Achievement

Lecture 11: Track Targets & Achievements of Sales users

Lecture 12: Challenge: Create the Pipeline Predictor

Lecture 13: Create the Pipeline Predictor

Lecture 14: Use case : Pipeline amount variance

Lecture 15: Creating Pipeline amount variance report

Lecture 16: Challenge: Opportunities Past Due

Lecture 17: Opportunities past due

Lecture 18: Sales Life Cycle report : Average stage duration

Lecture 19: Use Case : Sales Funnel Leakage

Lecture 20: Sales Funnel Leakage

Chapter 4: Service Reports

Lecture 1: Project: Service Reports

Lecture 2: Use Case: Open case

Lecture 3: Columns to be added for open cases report

Lecture 4: Creating Open Cases Report

Lecture 5: Challenge: Case Lifecyle

Lecture 6: Creating Case Lifecyle report

Lecture 7: Use Case: Track Frequent issue raised by customer

Lecture 8: Creating report to Track frequent issues raised by customer

Lecture 9: Use case: Number of cases FQ wise

Lecture 10: Number of cases FQ wise

Chapter 5: Engagement Reports

Lecture 1: Project: Engagement

Lecture 2: Use Case: Open Activities

Lecture 3: Creating Open Activities Report

Lecture 4: Use case: Average activities per opportunity

Lecture 5: Creating Average activities per opportunity

Lecture 6: Use case: Variance in activity count Y-o-Y

Lecture 7: Variance in activity count Y-o-Y

Lecture 8: Salesforce Cross Filter Limitations

Lecture 9: Conclusion

Chapter 6: Bonus

Lecture 1: Bonus Lecture

Instructors

Yashad Tayal
Salesforce Architect

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