Problem:

For a Sales Manager, visibility into monthly commissions by Sales Rep is critical.

Problem:

An easy way to view agent case load utilization % is needed so that business decisions can be made on case reassignment or additional resources needed.

Business Problem: 

As a Sales Manager, I need to monitor the number of demo's being completed each month by a Sales Rep.

Account Management Buckets

August 19, 2014

Business Problem:

Business Problem:  

To measure a user’s productivity, I need to be able to report on the total number of Live Chat Transcripts and the total number of Cases worked in a week.  There is not a way to link the information in a report in Salesforce.

In the Winter '14 release of Salesforce, you may have heard about a new feature called "Embedded Analytics". In a nutshell, Embedded Analytics allows the Salesforce Administrator to embed up to 2...

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