Salesforce Opportunity Analysis User

Code Name

Salesforce Opportunity Analysis Duty

Job Roles

This duty role is related to the following job roles:

• NAW Licensed Author

• NAW Licensed Viewer

Subject Areas

This duty role secures access to the following subject areas:

• SF - Opportunity

Business Questions

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

• Are the Sales team members closing the Opportunities fast enough?

• What Campaign has the most number of Opportunities associated as Primary?

• What are the Stalled Opportunities and the Sales Reps working on it?

• What are the Top 10 Accounts by Won Revenue in the last year?

• What is the Open Pipeline for the next Quarter by Territory?

• What is the Opportunity Split Amount by the Opportunity team member?

• What is the Pipeline by Sales stage?

• What is the Pipeline for the Current Quarter and how is the closed pipeline trend for the last three quarters?

• What percentage of the Opportunities are Split, so that I can know the need for multiple reps to work on an Opportunity?

• Who has won and lost the most number of Opportunities in the last 4 quarters?