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Release 11.1.6
CRM Reporting and Analytics Tasks
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Sales Quota and Performance
How near or far am I in meeting my sales quota for the quarter and year?
(video)
Am I closing revenue in line with my forecast?
(video)
Opportunities
What are the top 10 open opportunities? What are their days to close and total revenues?
(video)
What is the opportunity revenue distribution across sales stages?
(video)
Pipeline
Is our overall pipeline healthy enough to meet sales goals?
(video)
How does my current forecast compare with my pipeline?
(video)
How long is it taking me and my sales team to convert leads to opportunities?
(video)
What are my forecast and closed revenues for the quarter? How do they compare against my quota?
(video)
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