SF - Activity

Description

This subject area can be used to analyze or report on activities such as Tasks and Events created in the system.

Business Questions

This subject area can answer the following business questions:

Are there any workload balancing issues in my team, with a few members performing most of the sales activities?
As a sales rep, I need to view my workload for the upcoming week/month. What are my urgent or overdue tasks for this period?
How actively (number of activities) are the sales reps engaged with customers?
How are the individuals on my team performing in regard to the completion of their planned tasks on opportunities closing this quarter?
How can I identify neglected but strategic accounts to guide my team to focus on these?
What are the Account/Contact associated with a Won or Open Opportunity that has not had any activities for the last one year?
What are the Top 10 Opportunities by number of activities? Is there a correlation between number of activities and the Opportunity Win rate?
What are the accounts that are being heavily pursued? Does this align with our business priorities and goals?
Which managers have teams managing the most activities?

Job Roles

The following job roles secure access to this subject area:

Duty Roles

The following duty roles secure access to this subject area:

Salesforce Activity Analysis User

Primary Navigation

Transactions > Sales

Time Reporting

This subject area supports historic analysis/time-based reporting of Activity based on Activity Created date, Activity Start Date, Activity End Date, and Activity Date.

Time dimension is linked to There are multiple role playing time dimensions achored to the following dates: 1. Activity Created Date 2. Activity Start Date 3. Activity End Date 4. Activity Date.

Transactional Grain

This subject area returns data at the grain of the Activity (Event/Task) level.

Special Considerations

None.