Analytics are the backbone of any successful business. They help you identify patterns, measure performance, and make smarter decisions. In Salesforce, reports give you access to real-time data and allow you to track what's happening across your business.

Here are seven key types of reports that businesses, like EcoMarket Solutions, can use to grow and improve.

As you can see, Salesforce reports give you the tools to monitor your business from every angle—whether it's tracking sales, identifying customer churn, or just keeping your personal workflow on track.

In the next video, we'll dive into how to create your own reports so you can start using these powerful tools for your business.

Which report helps identify where leads are coming from?

Why is a Churn Analysis Report important for a business?

This is an introductory class for beginners who haven't used a CRM before but will need to use Salesforce as a core part of their job. Jobs include business analysts, marketers, PR, content writers,  and all who can be required to work with salesforce in different capacities (one marketer might focus on qualifying leads, one might be interested in closing opportunities, one might be managing the email schedule). As it turns out, more and more of these jobs require knowledge of Salesforce (or other CRMs), and it's a barrier to getting hired.

You'll get crystal clear on why Salesforce is such a game-changer for businesses by diving into a relatable real-world scenario. Through the story of EcoMarket Deliveries, you'll explore the common pain points businesses face without a structured CRM system—from disorganized data to missed opportunities—and discover exactly how Salesforce solves these challenges with powerful, streamlined solutions.

Learn to navigate and customize the Salesforce interface while mastering key concepts like leads, opportunities, accounts, and contacts. Tackle real-world challenges with EcoMarket Deliveries, from adding new leads manually to bulk importing them efficiently. Gain practical skills to qualify and convert leads, moving them through the sales funnel to drive business success.

Learn to turn prospects into customers using EcoMarket strategies, understand what opportunities signify, and get hands-on with creating and editing opportunity records. Explore sales stages for revenue forecasting and discover how to associate products or services with deals to enhance your sales workflow.

Learn to set up Salesforce Service Cloud, manage cases, and leverage the Knowledge Panel for enhanced customer support.

Discover how to segment emails, apply advanced filters, and automate communications using Merge Mail. Improve response times and maintain consistency in messaging with Salesforce's built-in email optimization features.

Master Salesforce reporting and analytics by creating reports, dashboards, and leveraging data insights.

The Beginners Guide to Salesforce

Introduction to Reports and Analytics in Salesforce

1. Which report helps identify where leads are coming from?

2. Why is a Churn Analysis Report important for a business?