From the course: Salesforce for Sales Managers

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Create reports by teams

Create reports by teams - Salesforce Tutorial

From the course: Salesforce for Sales Managers

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Create reports by teams

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- [Instructor] Sales managers often want to look at their sales rep's performance individually, but also may want to view the performance of their team as a whole. Many companies have team related goals, and seeing a regular status report is a great way to motivate people. Let's take a look at creating some team reports. I'm already in the reports tab. I'm going to select, new report. And this is going to be an opportunity report. Now you'll see I already have some information here if I scroll to the right. My opportunity owners are my sales people. This is simple drag and drop. I can drag this field up to the top. And if for example, one of my sales reps leaves, I can take them out of this report. I can say, does not contain Lynda, for example. Now I filtered out Lynda as a salesperson, and I only see Violet's and Christine's opportunities. Now I can easily remove this by just hitting, remove. Now you'll see there's also some information that I don't need. Next step, for example. So…

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