Salesforce Leads Analysis User

Code Name

Salesforce Leads Analysis Duty

Job Roles

This duty role is related to the following job roles:

Subject Areas

This duty role secures access to the following subject areas:

SF - Leads

Business Questions

This duty role secures access to data that can answer the following business questions:

How many leads are converted in the current quarter?
How many leads were Not Converted in the last quarter?
How many leads were created in the last Quarter and of those, how many were converted?
What Campaign has the most number of Leads associated in the last quarter (Note: This can be answered using Campaign Member subject area along with this)?
What are the Lead counts by Lead Rating for the current period?
What are the Leads generated by different source, so that I know which source is effective for generation? Of those sources, which source has the highest conversion rate?
What are the leads that are converted into opportunities in the current quarter?
Which Accounts have the highest number of Leads created or associated in the last year?
Who are the top sales representatives by their lead conversion ratio?

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