Analytics features and reports
Now that you know the basics of the reports, let's look at how to create a custom report.
Business case - analytics
First, let's look at the business requirements.
During the initial meeting, Best Run Bike Company stated the following:
Issue:
- Poor, inaccurate visibility into forecasting and pipeline
- Reports on the phase of the sales cycle for all opportunities
Goal:
- Out of the box standard SAP Sales and Service Cloud reports and dashboards
- Standard reports for opportunity analysis by sales phase
- Ability to use extension fields as reporting data
In the following simulation, you'll learn to use the wizard to create a custom report based on Sales Cycle Phases.
DemoWatch Demo
