In this video, take a look at a different kind of report that helps to determine which opportunities are the most impactful for your business and that you need to track closely, to ensure you maximize their win rate.
- [Instructor] In this video we're going to create…a different kind of report.…Since this time,…we won't be looking at inconsistencies in our data.…This report is called the 80% expected revenue report.…This report is about identifying the opportunities…that together, make up 80% of the revenue you're expecting…to close so that you can keep tabs on them…and make sure you maximize your chances…of making your numbers.…The logic behind it is based on the 80-20 rule,…which in this case…means that 20% of your opportunities,…should be making up 80% of your deals.…
And so, by reviewing those opportunities,…knowing them and being on top of them,…you'll make the highest number you can make…and remove any roadblock as it appears.…To start, we're going to make…a copy of our master pivot table…and call it 80% revenue.…This report requires little changes to be made.…Let's start by inverting opportunity name…and opportunity owner.…
Now, let's add expected revenue just below the amount.…And now let's do some formatting by changing first…
- 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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