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I need a set of reports created in our Sales Force instance.
The reports/dashboards we need are fairly straightforward (see below). I'd like them setup to automatically run on some internals (ie daily, weekly, monthly and quarterly) and setup to be automatically run and distributed via analytics snapshop on set interval schedule.
Thanks for your consideration. Please only apply if you have an expert ability to create these reports/dashboards. Again, they need to be setup in a way that is very clear and concise, incorporated into one or two dashboards, and run/distributed automatically.
Per Rep and combined:
How many total engagement activities per day (calls and emails);
How many new leads engaged per day? A new lead is any lead passed on by Marketing for followup.
How many new leads dispositioned per day (meaning contact was made and the lead was moved from New to Closed or Converted)?
How many existing opportunities touched via email or phone call per day?
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