Salesforce CRM Solution Catalog

This page catalogs a useful set of solutions that guides you to create reports for key sales performance metrics over your Salesforce CRM data. If you are finding it difficult to achieve any solution, please write to us at analyticsplus-support@manageengine.com. We will be more than happy to help you. Click here to learn more about Salesforce CRM Advanced Analytics.

1. How to calculate sales Win Rate % and Loss Rate % from potentials/opportunities?
2. How do I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?
3. How to create a Sales Pipeline Funnel Chart?
4. Can I create reports to view the Average Sales cycle?
5. How do I create a Top 5 or Bottom 5 sales person report?
6. How do I create Target (Quota) based reports in Analytics Plus?
7. Is it possible to calculate the percentage of potentials won out of the total leads?

Solutions

1. How to calculate sales Win Rate % and Loss Rate % from potentials/opportunities?

2. How do I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?

3. How to create a Sales Pipeline Funnel Chart?

4. Can I create reports to view the Average Sales cycle?

5. How do I create a Top 5 or Bottom 5 sales person report?

6. How do I create Target (Quota) based reports in Analytics Plus?

7. Is it possible to calculate the percentage of potentials won out of the total leads?