Salesforce: Reporting Strategies for Business Analysts (BSX201)

Price

HKD 17,800

Duration

3-Day

About the Course

This course is a must for those who uses analytics to drive business results in a sales organization or implement a reporting strategy. It covers skills and knowledge needed for analytics requirements, design and build custom reports and dashboards, and how to deploy them to users. Using real-world scenarios, tools are provided to analyze key sales metrics, including lead generation, pipeline and trends, closed business, and sales team performance.

Who should attend

  1. Sales operations analysts

  2. Business analysts

  3. Sales managers

  4. System administrators

  5. Power users

  6. Anyone responsible for developing and maintaining reports and dashboards for their sales organization in Salesforce

Course outline

  1. Discovery

  2. Defining Your Analytics Infrastructure

  3. Pipeline Analysis

  4. Closed Business Analysis

  5. Pipeline Trend Analysis

  6. Forecast Analysis

  7. Lead Performance Analysis

  8. Sales Management Analysis – Opportunities

  9. Sales Rep Analysis

  10. Deploying Your Analytics Solution

Course format

  • Individual Training or Corporate Training

  • Virtual Training

Certification award

Certicate of Attendance

Prerequisites

Salesforce Instructor-led Course RPX101 (recommended)

Course fee

HKD 17,800

Funding Opportunities 

This course is RTTP approved by VTC, with reimbursement of 2/3 of training course fees.

Your Instructor

Salesforce

This course will be taught by Salesforce Certified Instructor(s)

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