Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface
Import all your data: your custom objects as well as all the standard objects (leads, accounts, contacts, opportunities...).
Understanding your funnel is fundamental. If you use Salesforce as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, w
We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.