Salesforce Activity Analysis User

Code Name

Salesforce Activity 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 - Activity

Business Questions

This duty role secures access to data that 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?

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