Business Intelligence Tools And Techniques

907 Words Sep 13th, 2015 4 Pages
Business Intelligence Tools and Techniques
MSIS 5633
THA # 3

Submitted by-
ABHINAV GARG
CWID : 1176380
1. Using the existing shared report, generate Lead activity Quarterly Trends report to display the total leads, qualified leads and the % leads converted qualified for each of the lead source and report the screenshots.

Following is the Lead activity Quarterly Trends report for 2010 data set:

2. Using the existing shared report generate a new report that shows all districts’ Current Pipeline vs. Quota for US Region for easy comparison for (2010 Q1). In the report, display metrics relevant to this report and columns as Northern, Central, and Southern Europe, as well as Total. Drill down the details as far as possible in the existing report. Provide screenshots of your results.

Below is the report that shows Current Pipeline Vs Quota for US Region for easy comparison for (2010 Q1) –

Metrics relevant to this report and columns as Northern, Central, and Southern Europe, as well as Total is shown below -

3. Go to shared reports. Select the dashboards and scorecards section and run – Sales Dashboard Summary and Sales Performance Scorecard.
a. Explain the use of Sales Dashboard by running various scenarios possible and report the screenshots.

The Sales Management Dashboard is an interactive platform which provides Territory Overview and Individual Account Representative View for different country. It provide user a quick access to essential information in…
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