- Sales Administration
- The Product Catalogue
- Sales Transactional Records
- Metrics and Goals
- Gamification
- Sales Analysis Tools
1. Sales Administration
- Business Process Flows
- Sales Territories
- Currency Configuration
2. The Product Catalogue
- Benefits of the Product Catalog
- Create and Maintain Products
- Product Relationships
- Price Lists
- Discount Lists
- Product Currency Configuration
- Product Families
- Product Bundles
- Product Hierarchical Chart
3. Sales Transactional Records
- Pricing/Revenue
- Impact of Different Currencies and Exchange Rates
- Quotes
- Quotes: Life Cycle
- Working with Orders and Invoices
4. Metrics and Goals
- Goal Management Components
- Goal Examples: Sales Management
- Goal Metrics
- Sales Metrics
- Fiscal Periods and Settings
- Defining Goals
- Goal and Goal Metric Records
- Goals Hierarchy
- Rollup Queries
- How Rollup Queries Work
5. Gamification
- What is Gamification
- Enable Gamification
- Gamification Portal
- The Basics
- Account Types
- Game Types
- Draft Schedules
- KPIs
- Player Positions and Alignment
- Scoring Methods
- Trophies, Badges, and Prizes
- Kick Off
- Managing Outcomes
- Gamification TV Feeds
- Interacting with Games as Player
- Game Cloning
- Game Administration
- Email Scheduling
6. Sales Analysis Tools
- Export to Word Templates
- Charts and Dashboards
- Working with Dashboards
- Share Dashboards, Charts, and Queries
- Power BI Dashboards