How to Use Salesforce to Monitor and Analyse Your Team’s Activity

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Are you looking for a way to stay on top of your team’s performance? Salesforce is an invaluable tool that can help you monitor and analyse your team’s activity to ensure everyone is on the same page. With Salesforce, you can gain insights into how your team works, where they’re struggling, and what areas need improvement. In this blog post, we’ll discuss how to use Salesforce to monitor and analyse your team’s activity and get the most out of it. Read on to learn more!

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Log in to Salesforce

Open your web browser and navigate to the Salesforce login page. Enter your username and password to log in.

Go to Reports

To access your team’s activity data, go to the Reports tab in Salesforce. From here, you can create custom reports to track different metrics such as sales performance and lead conversion rate.

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Click New Report

Start by clicking the ‘New Report’ button in the Reports section. This will open a wizard, guiding you through the creation of a new report. You can create reports on any object that is stored in Salesforce.

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Select Opportunities by Lead Source from the Opportunities folder

This report allows you to track and analyse the success of your team’s lead sources, so you can identify what is working well and where improvements need to be made. By using Salesforce, you can monitor your team’s activity and make changes accordingly.