Salesforce Template

This package enables users to:

  • Understand the performance of your opportunities
  • Drill into how the members of your sales team are performing
  • Have a daily summary of sales activities
  • Leverage an enhanced contact list
  • View more details about opportunity line items
  • Gather daily historical records of your accounts, contacts and opportunities

Description

This template offers the following list of models, each with its own unique perspective, to help you make informed decisions based on Salesforce dataset.

Model Description
fct__salesforce__combined
This snapshot provides monthly and quarterly metrics that help you understand the performance of your opportunities. Metrics around bookings, the current pipeline, and losses are included.
fct__salesforce__owner_performance
Each record represents an individual member of the sales team, enriched with data about their pipeline, bookings, losses, and win percentages.
fct__salesforce__source
This table provides information about an MKT source, how many leads, customers, opportunities, etc came from a certain source.
fct__salesforce__manager_performance
Each record represents a manager, enriched with data about their team’s pipeline, bookings, loses, and win percentages.
Na Nguyen Thi
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Requirements

Na Nguyen Thi
Latest posts by Na Nguyen Thi (see all)

Usage

This package enables users to:

  • Understand the performance of your opportunities
  • Drill into how the members of your sales team are performing
  • Have a daily summary of sales activities
  • Leverage an enhanced contact list
  • View more details about opportunity line items
  • Gather daily historical records of your accounts, contacts and opportunities
Na Nguyen Thi
Latest posts by Na Nguyen Thi (see all)
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