Salesforce Sales User
Code Name
ORA_SFA_SALES_USER_JOB
Duty Roles
This job role is related to the following duty roles:
Subject Areas
This job role secures access to the following subject areas:
Business Questions
This job role secures access to data that can answer the following business questions:
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Are the Sales team members closing the Opportunities fast enough?
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How actively (number of activities) are the sales reps engaged with customers?
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How can I identify neglected but strategic accounts to guide my team to focus on these?
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How did the opportunity revenue amount change over time (or any other opportunity attributes)?
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How many leads were created in the last Quarter and of those, how many were converted?
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On average how many Activities (Events or Tasks) are needed before an opportunity is won?
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On average, how many appointments are needed before a leads gets converted?
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What Campaign has the most number of Opportunities associated as Primary?
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What Campaign helped winning the most revenue last year using Primary Campaign Influence model?
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What Pricebook has the most number of Won/Lost Products sold in the last year?
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What are all the leads/contacts/accounts (campaign members) associated with the campaign?
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What are the Lead counts by Lead Rating for the current period?
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What are the Leads which have had no activity in the last week?
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What are the Open leads for the current month by Lead Status?
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What are the Stalled Opportunities and the Sales Reps working on it?
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What are the Top 10 Accounts by Won Revenue in the last year?
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What are the campaigns which ran in the last quarter and had the highest number of leads?
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What are the leads that are converted into opportunities in the current quarter?
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What are the number of changes to Expected Close Date for a given Opportunity?
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What are the number of responses to a campaign and converted leads in Campaign?
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What are the top 10 campaigns that have the most number of contacts in the last quarter?
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What are the top 10 products by revenue during the past quarter or year?
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What is activity ratio for won and lost opportunities? Are there any trends?
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What is the Open Pipeline for the next Quarter by Territory?
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What is the Opportunity Split Amount by the Opportunity team member?
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What is the Quantity of Products won in the last quarter vs current quarter?
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What is the average number of activities before an opportunity is closed or won or lost?
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What is the average number of activities before the lead is retired?
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What is the average time an opportunity is in a particular sales stage?
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What is the total schedule amount and quantity for the next quarter?
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What was the ROI of the marketing campaigns based on the influence model set in SFDC?
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Which Accounts have the highest number of Leads created or associated in the last year?
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Which Campaign associated as Primary generated the highest pipeline in the current quarter?
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Which Campaign generated the highest pipeline in the current quarter?
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Which Campaigns of the current year have the most number of Opportunities associated?
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Which are the Accounts with most Changes to Opportunity Amount and Date?
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Which are the Top 10 Products with won scheduled revenue and Quantity in the last year?
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Which are the opportunities that have had no activity in the last week?
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Who are the Sales reps with the most changes to their Opportunity dates and Amount?
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Who are the top sales representatives by their lead conversion ratio?
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Who has won and lost the most number of Opportunities in the last 4 quarters?