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- [Instructor] As social selling grows
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and becomes integrated into the sales process,
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the obvious questions are about metrics.
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Sales is used to measure everything
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and social is no different.
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So what are some of the additional metrics you can measure?
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We can measure things like new social media followers
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and subscribers, new leads from social,
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new opportunities from social,
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close sales from social, and total revenue from social.
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All of these metrics can be easily measured
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in Salesforce reporting.
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Reports are really an essential feature of Salesforce
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and Salesforce has created a lot of options
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for you to review.
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So let's take a look at that now.
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So let's go to the Reports area.
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You'll see that in this area, Salesforce has already created
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some of the most commonly viewed reports for you.
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There are Opportunity Reports, Sales Reports, Lead Reports.
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Salesforce does a good job of creating many
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of the most frequently used reports.
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So let's take a look at Opportunity Reports.
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We'll just click here and I want to identify
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which of our opportunities came from social.
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So you'll see, these are all of the different reports
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that Salesforce has come up with.
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And in my experience, it's always easier to edit
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an already created report than to create one from scratch.
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So here's a great one, Opportunity Sources.
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What sources are my opportunities coming from?
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So I'm going to click on that
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and you'll see we have some information
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to customize that here.
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So we can look at the Close Date.
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We can look at the Current Full Year or Full Quarter.
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I'm going to change this to the Current
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and Previous Full Year.
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And you'll see you have a lot of options here.
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And then it shows All Opportunities.
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I want us to go and to look at Closed Opportunities
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and I'll Run the Report.
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Now, you'll see I get a quick summary here
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and it shows four records are not attributed
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to a Lead Source.
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We can actually change that if we wanted to
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if we talked to our Salesforce admin
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and made it required to add that.
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That's fairly simple to change.
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We have Web, Phone, we have two leads that came from Social,
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which is great.
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Now, if we want to see the detail here,
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we just go up to show details
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and we'll see a lot more information here.
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Now, this is great.
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These reports are also highly customizable.
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So if I hit on the customized button,
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this brings up a drag and drop screen.
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So I can look at a few different things.
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So I have a lot of columns here and scroll down
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and I can take these and I can Remove Columns
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for example, if I want to, and then I can Add Columns.
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So if I want to look at Expected Revenue, for example,
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I simply hold that down and bring it over, and drag it,
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and that shows up.
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So I have some great information here.
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I'm going to save this report now.
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I'm going to go up here to the Save button
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and I can put a Report Description in here.
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And the great thing is that I can save this a few ways.
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So, first I can save it in My Personal Custom Reports.
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That means only I will see it, it's my personal folder.
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I can also save it in Unfilled Public Reports,
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which means everyone will have access to it.
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If I want to share the report,
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or if I'm creating it for someone else,
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I can put it in there.
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And then Salesforce does allow you to create folders
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that are only available to specific people in Salesforce.
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So I previously created one for a California Team,
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and that folder is only available to people
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who've I've assigned access to.
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So right now I'm going to save it
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in Personal Customer Reports and you'll see that safe now.
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And I can still edit it if I need to, or I can close it.
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It always gives you a nice reminder, which is helpful.
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And then you'll see it shows up right here.
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