In this video, examine how to format your Salesforce data in Microsoft Excel and how to add information based on that data to simplify the analysis phase.
- [Instructor] In this video,…we'll transform the data to simplify its handling…when we start preparing dashboards.…The data we see here onscreen…is the one that we have imported from Salesforce into Excel.…But as it is currently set, this is actually just Excel…displaying for you the content of the CSV export file.…The data in itself is not yet inside Excel.…The problem we have here is that whatever changes we make,…it will never be saved.…
We have to go through the previous steps…in order to ensure Excel would read the data correctly.…To set the data in Excel, let's copy all the data.…Let's create a new worksheet…and let's paste it here.…Let's paste it as values.…Your data is now present on this worksheet,…but contrary to the data in the previous tab,…this one is dot linked to another file…and resides now in Excel.…
You can change it as it you like,…and those changes will remain forever.…Now, if you look at the data we just pasted,…all the date fields have a funny format.…They're displaying numbers in the 40000 range.…
- How the pipeline materializes in Salesforce
- Examining a high-level overview of the sales cycle
- Examining qualitative and quantitative measures
- Acquiring and preparing your data
- Creating your report in Salesforce
- Working with qualitative and quantitative reports
- Conducting effective pipeline reviews
- Collaborating with the sales team
Skill Level Intermediate
1. The Sales Cycle and Salesforce Pipeline
2. Acquiring and Preparing Your Data
3. Qualitative Reports
4. Quantitative Reports
5. Conducting Effective Pipeline Reviews
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