Salesforce Report And Dashboard Project: Real-Life Use Cases

Become a master in Salesforce Report & Dashboards with real life Projects & Scenarios. Build Salesforce Report Project

What you'll 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
Requirements
Basics of Salesforce Report Builder
Description
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 CasesCapturing 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!!

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: Marketing Reports

Lecture 2 Use Case: Preferred Leads Channel

Lecture 3 Preferred Leads Channel

Lecture 4 Creating Marketing Dashboard

Lecture 5 Use Case: Number of leads created FQ wise

Lecture 6 Number of leads created FQ wise

Lecture 7 Use Case: Lead Conversion ratio

Lecture 8 Lead Conversion ratio

Lecture 9 Use Case: Top potential leads

Lecture 10 Top potential leads

Lecture 11 Use Case: Opportunity win rate % by campaign

Lecture 12 Opportunity win rate % by campaign

Section 3: Sales Reports

Lecture 13 Use Case: Month over Month Comparisons from Past Years to Date

Lecture 14 Month over Month Comparisons from Past Years to Date

Lecture 15 Compare Year-over-Year revenue per Quarter

Lecture 16 Use Case: Year over Year growth

Lecture 17 Year over Year growth

Lecture 18 Use Case: Best performing product or service

Lecture 19 Best performing product or service

Lecture 20 Use Case: New vs. returning customer sales

Lecture 21 New vs. returning customer sales

Lecture 22 Use case: Target Vs Achievement

Lecture 23 Track Targets & Achievements of Sales users

Lecture 24 Challenge: Create the Pipeline Predictor

Lecture 25 Create the Pipeline Predictor

Lecture 26 Use case : Pipeline amount variance

Lecture 27 Creating Pipeline amount variance report

Lecture 28 Challenge: Opportunities Past Due

Lecture 29 Opportunities past due

Lecture 30 Sales Life Cycle report : Average stage duration

Lecture 31 Use Case : Sales Funnel Leakage

Lecture 32 Sales Funnel Leakage

Section 4: Service Reports

Lecture 33 Project: Service Reports

Lecture 34 Use Case: Open case

Lecture 35 Columns to be added for open cases report

Lecture 36 Creating Open Cases Report

Lecture 37 Challenge: Case Lifecyle

Lecture 38 Creating Case Lifecyle report

Lecture 39 Use Case: Track Frequent issue raised by customer

Lecture 40 Creating report to Track frequent issues raised by customer

Lecture 41 Use case: Number of cases FQ wise

Lecture 42 Number of cases FQ wise

Section 5: Engagement Reports

Lecture 43 Project: Engagement

Lecture 44 Use Case: Open Activities

Lecture 45 Creating Open Activities Report

Lecture 46 Use case: Average activities per opportunity

Lecture 47 Creating Average activities per opportunity

Lecture 48 Use case: Variance in activity count Y-o-Y

Lecture 49 Variance in activity count Y-o-Y

Lecture 50 Salesforce Cross Filter Limitations

Lecture 51 Conclusion

Section 6: Bonus

Lecture 52 Bonus Lecture

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