Sales Metrics, Reports and Dashboards

Question 1

What is a reporting snapshot?

Answer 1

A source report that can be defined to run daily, weekly or monthly. The data from the report is populated into a custom object on which trend reporting can be performed.

Question 2

What can be used to see the number of new leads each day as well as the number of open leads over a week?

Answer 2

Create a reporting snapshot that runs daily and includes the date of open leads.

Question 3

What 2 permissions are required to be able to create, edit, delete and search for reports in private folders?

Answer 3

1. Create and Customize Reports
2. Manage All Private Reports and Dashboards

Question 4

How can changes in forecasts over time be viewed and reported on.

Answer 4

1. Enable Historical Trending for Forecasting Items
2. Create a Forecast History Report using the existing (standard) report type

Question 5

What standard report shows users the influence of campaigns on the number of opportunities and the amount of revenue?

Answer 5

Campaigns with Influenced Opportunities

Question 6

What is the difference between historical trend reporting and a reporting snapshot?

Answer 6

Historical trend reporting already exists as a report type and retains historical data for the previous 3 months plus the current month. Reporting snapshot requires builidng the report, running it on a scheduled basis and storing the data to compare. If you need historical data from 1 month ago and a reporting snapshot has not been set up, historical trend reporting needs to be used.

Question 7

What primary object contains quota details.

Answer 7

Forecasting quotas. (There is no such thing as Quotas or Forecasts objects)