Page 6 - Microsoft Word - Using Adhoc & Analytics Expressview Reports - Participant Guide (SDL).docx

Demo 13.3 – Disable a widget and export a widget ............................................... 55
Demo 13.4 – Customize the Opportunity Financial Data widget ............................ 56

Activity 13.5 – Customize the Sales vs Goal widget ............................................... 57
Activity 13.6 – Customize the Top Deals widget .................................................... 58

Check your understanding ..................................................................................... 58
Lesson 14: Run and Analyze Reports ....................................................................... 59

Learning Objectives ................................................................................................ 59
Introduction .............................................................................................................. 59

Tour 14.1 – Navigate the Reports module ............................................................. 60
Build and Run Reports ............................................................................................ 60

Activity 14.2 – Build and run a standard Opportunity report by groups .................. 60
Activity 14.3 – Build and run a standard Opportunity Hit Rate report ..................... 61

Maintaining the Report Manager ............................................................................ 61
Tour 14.4 – Maintain reports in the Report Manager .............................................. 61

Check your understanding ..................................................................................... 62
Lesson 15: Create and Maintain the Knowledge Module ......................................... 63

Learning Objectives ................................................................................................ 63
Introduction .............................................................................................................. 63

Activity 15.1 – Set up file structure ......................................................................... 63
Activity 15.2 – Upload and create content (knowledge bits) ................................... 64

Check your understanding ..................................................................................... 65
Lesson 16: Create and Set Up Workflows ................................................................. 66

Learning Objectives ................................................................................................ 66
Introduction .............................................................................................................. 66
Demo 16.1 – Create a reminder Workflow for when an Activity is coming due ...... 67

Activity 16.2 – Create a notification Workflow for when an Opportunity is
created/changed .................................................................................................... 68
Activity 16.3 – Create a set action Workflow to change the Opportunity Stage when
the Proposal Due Date has passed ........................................................................ 69

Activity 16.4 – Use a notification Workflow to create a project setup form that gets
sent to accounting .................................................................................................. 70
Activity 16.5 – Create a notification Workflow to send email with set action link to
change an Opportunity stage ................................................................................. 71

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