Questions About Leads Sales Analytics, Custom Wizard Step 8 of 9
Answer questions about how Sales Analytics displays data from the Leads object.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
Note This page appears only if you select Leads on the page that lets you add objects to Sales
Analytics. It’s labeled Step 8 of 9, even though it’s the fifth page of questions you
see after you select custom create. This step is the eighth of nine for creating Sales
Analytics with the custom option.
- Question 1, mandatory: Choose the field you use to track lead quality. Your answer determines the primary way Sales Analytics groups leads.
- Question 2, mandatory: Choose the field you use to segment leads by source. Your answer determines how Sales Analytics groups leads by source.
- Question 3, mandatory: Choose the field you use to segment leads by geography. Your answer determines how Sales Analytics groups leads by geography.
- Question 4, mandatory: Choose the field you use to segment leads by customer type. Your answer determines how Sales Analytics groups leads by customer type.