Salesforce Opportunity Historical Trend Analysis User

Code Name

Salesforce Opportunity Historical Trend 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 - Opportunity Historical Trend

Business Questions

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

How are the Opportunity Amounts varying across the lifecycle of the Opportunity, as it moves through different changes?
How did the opportunity revenue amount change over time (or any other opportunity attributes)?
On an average, how many times is the Opportunity Close date and Amount revised before an Opportunity is Closed?
Show me the lifecycle flow of opportunity/revenue line based on close date - for example Opportunity was first marked to close in Q1, then moved to Q3 and now in Q4?
What are the number of Opportunities that got added after the start of the period/quarter and their revenue amount?
What are the number of changes to Expected Close Date for a given Opportunity?
Which are the Accounts with most Changes to Opportunity Amount and Date?
Who are the Sales reps with the most changes to their Opportunity dates and Amount?

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