In-house data analysis
Posted: Mon Dec 09, 2024 11:00 am
One of the main uses for Salesforce's reporting function is "analysis."
You can analyze data stored in Salesforce from various angles oman phone number resource such as by specifying conditions to narrow down the data, or by aggregating and graphing data that meets the conditions.
For example, it can be used to organize and summarize data based on the theme you want to research, such as "sales trends by month" or "average annual sales per person."
The report function can be used to analyze your company's past performance and current situation from various angles.
Build your customer list
You can also use the reporting feature to create a list of customers who meet certain criteria.
Using the report function, you can filter and list only customers who meet certain conditions from the customer information stored in Salesforce. For example, you can create a list of customers to target for sales and marketing measures, such as a "list of customers to send mass emails to."
A simple customer list can be created using the "List View" function, but the report function allows you to create customer lists by specifying more complex conditions, such as referencing information from multiple objects.
You can analyze data stored in Salesforce from various angles oman phone number resource such as by specifying conditions to narrow down the data, or by aggregating and graphing data that meets the conditions.
For example, it can be used to organize and summarize data based on the theme you want to research, such as "sales trends by month" or "average annual sales per person."
The report function can be used to analyze your company's past performance and current situation from various angles.
Build your customer list
You can also use the reporting feature to create a list of customers who meet certain criteria.
Using the report function, you can filter and list only customers who meet certain conditions from the customer information stored in Salesforce. For example, you can create a list of customers to target for sales and marketing measures, such as a "list of customers to send mass emails to."
A simple customer list can be created using the "List View" function, but the report function allows you to create customer lists by specifying more complex conditions, such as referencing information from multiple objects.