I need to complete this Project as soon as possible this week
₹600-1500 INR
Dibayar semasa penghantaran
CASE STUDY
You've been tasked with preparing quarterly reports for the Sales Leadership Team. This fast-paced organization is going through a series of mergers & acquisitions, so there are new products and team members that are being added/removed. This can make reporting challenging, as we need to adapt to new people, processes, and systems from month to month. Sales Leadership is looking for you to manage these changes and provide accurate financial reports. This includes:
Changes in how products are categorized
Adjustments to Opportunity Financials
Changes in Opportunity Type (New Business, Upselling within the Same Product Line, Cross-sells to other Product Lines)
Team Member Education
Logging Close Dates Correctly
Entering in Opportunity Financial Details Correctly
Filtering out groups that Did Not Materialize (Lost during implementation)
You are expected to provide the following key results:
KEY RESULTS
Produce accurate financial reports for the current reporting period
Preparation of a Salesforce Dashboard summarizing results
Preparing an executive summary for Sales Leadership
Net New Sales Revenue for the quarter
Any deviations from the previous quarter
Recommendations for Improvement (people, process, systems)
Documentation of Process
In your video, please outline:
OUTLINE
Your process for identifying reporting requirements. What are some key questions that you might ask to produce the desired end result?
Collaboration with internal stakeholders - How do you ensure you're getting accurate data?
Creation of auditing dashboards in Salesforce
Maintenance of Opportunity Data in Salesforce
Tracking and managing changes to the data
Your auditing process prior to preparing an executive summary
Putting yourself in the shoes of Sales Leadership, what are some questions that they might ask to know if the data you provided is correct?
Outline the key components you would provide in your executive summary
I need this Dashboard in Salesforce
ID Projek: #37258029
Tentang projek
4 pekerja bebas membida secara purata ₹1150 untuk pekerjaan ini
please share exact dashboard data needed and report gist you need to extract from Salesforce . thankyou ,,,,,,,,,,,,,,,,,,,
Hello, I can complete this requirement within one day or two days. I have worked on the sales process.
Greetings, I am a seasoned Salesforce developer with 4 years of experience. If you choose to work with me, I will provide you with the best service possible. Please let me know if you are interested. I assure you that Lagi
M: Hi there, my name is Muhammad and I am a certified Salesforce professional with a strong background in Salesforce customization, configuration. After reviewing your project description, I can confidently say that I Lagi
