professor Lesson Four
smartfox prime admin and end user reports
Since SmartFox Prime is fully integrated with Salesforce, SmartFox Prime provides the Reporting features available within the SmartFox Prime Lightning Platform.
Admin Reports
The purpose of the SmartFox Prime Admin Reports is to help the Admin keep the configurations of all SmartFox Prime templates to ensure everything is designed properly and calculated correctly. SmartFox Prime comes with the following default Admin Reports which can be modified if desired by the Admin:
SmartFox Admin Weighted Value Report
The SmartFox Admin Weighted Value Report provides the Admin a view of Weighted Value Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Weighted Values.
SmartFox Admin Forecast Value Report
The SmartFox Admin Forecast Value Report provides the Admin a view of Forecast Value Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Forecast Values.
SmartFox Admin Max Time to Complete
The SmartFox Admin Max Time to Complete Report provides the Admin a view of Max Time to Complete Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Max Time to Complete values.
SmartFox Admin Cleanup Report
The SmartFox Admin Cleanup Report provides the Admin a view of all the questions entered for each Industry Template stage. The Report allows the Admin to quickly see the questions and answer type associated.
Please note: The Admin has the ability to disable Salesforce™ Grand Totals and Sub Totals in the SmartFox Prime Reports by turning off this feature located at the bottom of the Reports as shown in Figure 20.
The SmartFox Admin Weighted Value Report provides the Admin a view of Weighted Value Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Weighted Values.
SmartFox Admin Forecast Value Report
The SmartFox Admin Forecast Value Report provides the Admin a view of Forecast Value Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Forecast Values.
SmartFox Admin Max Time to Complete
The SmartFox Admin Max Time to Complete Report provides the Admin a view of Max Time to Complete Configurations for all Industry Templates created within SmartFox Prime. The Report allows the Admin to quickly see the configurations entered for all Stages in all templates as it relates to SmartFox Prime Max Time to Complete values.
SmartFox Admin Cleanup Report
The SmartFox Admin Cleanup Report provides the Admin a view of all the questions entered for each Industry Template stage. The Report allows the Admin to quickly see the questions and answer type associated.
Please note: The Admin has the ability to disable Salesforce™ Grand Totals and Sub Totals in the SmartFox Prime Reports by turning off this feature located at the bottom of the Reports as shown in Figure 20.
Figure 20
End-User Reports
The purpose of the End User Reports is to allow the Sales Manager and Sales Executives to see how the team and individuals are performing with SmartFox Prime. Based on Salesforce™ User Rights, the Admin will give the ability for a Sales Manager to view the entire team's progress and a Sales Executive the ability to see how they are progressing with SmartFox Prime. SmartFox Prime comes with the following default End User Reports which can be modified if desired by the Admin:
SmartFox Utilization Report
The SmartFox Utilization Report provides a view of all Sales Executives or an Individual Sales Executive’s performance and progress with answering SmartFox Prime’s questions for each Opportunity. The Report provides the Opportunity Owner’s Name(s), Record Types, Opportunity Names, Opportunity Stages, SmartFox Criteria, SmartFox Questions, and SmartFox Sales Executive Answers.
SmartFox Exception Report
The SmartFox Exception Report provides a view of all Sales Executives or Individual Sales Executive who have skipped stages in SmartFox Prime with the Compelling Reasons or Other Reasons for skipping a stage. The report provides a clear view of the most common reasons Sales Executives are skipping stages.
SmartFox Status Report
The SmartFox Status Report provides a view of all Sales Executives or an Individual Sales Executive’s opportunities status for the SmartFox features to see if the questions or the criteria are Less than Half Complete, Half Complete, or Complete. The Report provides SmartFox calculations for each Salesforce™ Opportunity based on the Opportunity Current Stage.
SmartFox Customer Questions
The SmartFox Customer Questions Report provides a view of all the Customer Tracker feature questions within each Stage of the active SmartFox Prime Templates (Salesforce™ Industry Type). The Sales Executive can utilize this Report with a Customer to walk them through a Sales Process to show which milestones need to be answered.
SmartFox Customer Report
The SmartFox Customer Report provides a view of all Sales Executives or an Individual Sales Executive’s opportunities that are utilizing SmartFox Prime’s Customer Tracker feature. The Sales Executive can utilize this Report to see which Customer Tracker questions have been answered for each of their Opportunities utilizing this SmartFox Prime feature.
SmartFox Utilization Report
The SmartFox Utilization Report provides a view of all Sales Executives or an Individual Sales Executive’s performance and progress with answering SmartFox Prime’s questions for each Opportunity. The Report provides the Opportunity Owner’s Name(s), Record Types, Opportunity Names, Opportunity Stages, SmartFox Criteria, SmartFox Questions, and SmartFox Sales Executive Answers.
SmartFox Exception Report
The SmartFox Exception Report provides a view of all Sales Executives or Individual Sales Executive who have skipped stages in SmartFox Prime with the Compelling Reasons or Other Reasons for skipping a stage. The report provides a clear view of the most common reasons Sales Executives are skipping stages.
SmartFox Status Report
The SmartFox Status Report provides a view of all Sales Executives or an Individual Sales Executive’s opportunities status for the SmartFox features to see if the questions or the criteria are Less than Half Complete, Half Complete, or Complete. The Report provides SmartFox calculations for each Salesforce™ Opportunity based on the Opportunity Current Stage.
SmartFox Customer Questions
The SmartFox Customer Questions Report provides a view of all the Customer Tracker feature questions within each Stage of the active SmartFox Prime Templates (Salesforce™ Industry Type). The Sales Executive can utilize this Report with a Customer to walk them through a Sales Process to show which milestones need to be answered.
SmartFox Customer Report
The SmartFox Customer Report provides a view of all Sales Executives or an Individual Sales Executive’s opportunities that are utilizing SmartFox Prime’s Customer Tracker feature. The Sales Executive can utilize this Report to see which Customer Tracker questions have been answered for each of their Opportunities utilizing this SmartFox Prime feature.
smartfox Prime dashboards
SmartFox Prime provides two dashboard views for the Sales Executives/Sales Manager and Sales Executive/Customer to utilize.
SmartFox Prime Dashboard
The SmartFox Prime Dashboard is a dashboard designed for a Sales Executive / Sales Manager. The Sales Executive and Sales Manager can see several key graphs that come from details in the SmartFox Prime End User Reports. Based on Salesforce™ rights a Sales Executive should be configured by the Admin to see their Opportunities only. The Sales Manager should be configured by the Admin to see their Team of Sales Executives Opportunities only.
SmartFox Prime Customer Dashboard
The SmartFox Prime Dashboard is a dashboard designed for a Sales Executive or Sales Manager to utilize with a Customer to show them a graph of which Customer Tracker details have been answered for an Opportunity or Opportunities.
SmartFox Prime Dashboard
The SmartFox Prime Dashboard is a dashboard designed for a Sales Executive / Sales Manager. The Sales Executive and Sales Manager can see several key graphs that come from details in the SmartFox Prime End User Reports. Based on Salesforce™ rights a Sales Executive should be configured by the Admin to see their Opportunities only. The Sales Manager should be configured by the Admin to see their Team of Sales Executives Opportunities only.
SmartFox Prime Customer Dashboard
The SmartFox Prime Dashboard is a dashboard designed for a Sales Executive or Sales Manager to utilize with a Customer to show them a graph of which Customer Tracker details have been answered for an Opportunity or Opportunities.
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