Sales Metrics, Reports & Dashboards

Question 1

What are 4 Sales Metrics & Reporting Solutions:

Answer 1

Standard Sales Reports, Custom Sales reports & Dashboards, Reporting snapshots, and AppExchange Sales Dashboards.

Question 2

What are 5 options for filtering opportunities by team?

Answer 2

My…
Opportunities (records owned by user)
Team-selling (records w/ user on team)
Opportunities and Team Selling (both)

My Team’s … (users below running user)
Opportunities (my team owns)
Team-selling and Opportunities (Team owns or on team)

Question 3

Where are standard reports and dashboards available?

Answer 3

Some in SF, some via AppExchange

Question 4

How often can a reporting snapshot be run?

Answer 4

Daily, weekly, or monthly

Question 5

What is Historical Trend Reporting?

Answer 5

reports that allow tracking changes over time (different from shapshot)

Question 6

Which objects are available for Historical Trend Reporting?

Answer 6

Opportunities, Cases, Forecasting Items, Up to 3 custom objects.

Question 7

How many fields are available for Historical Trend Reporting?

Answer 7

Up to 8 fields (per object? per report?)

Question 8

How is Historical Trend Reporting accessed?

Answer 8

After Historical trend reporting is enabled on an object, a new custom report type will become available.

Question 9

How can Historical Trend Reports data be limited?

Answer 9

Filters can specify the total amount of data used.

Question 10

What are snapshot Dates?

Answer 10

Up to 5 dates used to analyze day to day or week to week trends in historical trend reporting.

Question 11

How are values compared in Historical Trend Reports?

Answer 11

Current and historical values are shown side by side, changes may be highlighted in red or green.

Question 12

What are 5 Report and Dashboard Permissions?

Answer 12

Run Reports,
Schedule Reports,
Report Builder,
Schedule Dashboards
Subscribe to Dashboards
(profile/permissionset? user?)

Question 13

What are 4 Report and Dashboard Folder permissions?

Answer 13

Create and customize reports/dashboards (personal)
Manage reports/dashboards in public folders (public)

Question 14

Which Report and Dashboard permissions allow user to change items in pubic folders?

Answer 14

Manage Reports/Dashboards in Public Folders,

Question 15

What are the access levels for Report and dashboard folders?

Answer 15

Viewer, Editor, Manager

Question 16

What does a user need in order to create and share a public report?

Answer 16

Report builder permission
Manage reports in public folders permission
Manager access to a public reports folder

Question 17

What sharing settings affect reports and dashboards?

Answer 17

Record security: OWD, Sharing rules, Role hierarchy etc. affects what records users see
Folder sharing: affects which reports and dashboards users see.

Question 18

How are Folders shared?

Answer 18

Folders are shared with people: users, public groups, roles, or roles and subordinates.