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Monarch Learning Series 2023 Exercise 8 - Salesforce Opportunities Analysis

Baba_Majekodunmi_703 · 2023-06-30T04:31:28+00:00

Exercise Info * Application (Classic vs Data Prep Studio): Data Prep Studio * Level of Difficulty (Beginner, Intermediate, Advanced): Beginner * Skills/Features Tested: Append, Join (LookUp), Join (Inner Join), Analyze * Systems of Record: Salesforce * Estimated Time to Solve: 10 mins * Exercise files required are attached…

Baba_Majekodunmi_703

Exercise Info

Application (Classic vs Data Prep Studio): Data Prep Studio
Level of Difficulty (Beginner, Intermediate, Advanced): Beginner
Skills/Features Tested: Append, Join (LookUp), Join (Inner Join), Analyze
Systems of Record: Salesforce
Estimated Time to Solve: 10 mins
Exercise files required are attached in the Zip File Below;
- Salesforce Accounts.csv
- Salesforce Contacts.csv
- Salesforce Opportunities 2018.csv
- Salesforce Opportunities 2019.csv
- Salesforce Opportunities 2020.csv
- Salesforce Opportunities 2021.csv
- Salesforce Opportunities 2022.csv

Exercise Overview

You are a Sales Operations Analyst at a Software Company and you need to analyze sales data from Salesforce to answer the following questions:

What is the Total Sales on New & Expansion Opportunities Closed by Year (2018-2022)?
Who are the Top 10 Accounts based on Closed Opportunities for Services across all years?
How many Contacts (Still with the Company) are associated with the Top 10 Accounts based on Closed Opportunities for Software across all years?

Answer

Please upload your answers below in the comment section for the exercise
A Video Answer to the question will be published within 7-10 days on the Monarch Succcess Plan page in the 'Monarch Exercises' section.

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Salesforce Opportunities.zip

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Comments

Matthew Morris

Hello, Baba and All.

Here is my attempt for this exercise.

Please let me know if this is good or not.

Thanks,

Matthew

Salesforce_Opportunities.xlsx

Baba_Majekodunmi_703

Hello, Baba and All.

Here is my attempt for this exercise.

Please let me know if this is good or not.

Thanks,

Matthew

Hi Matt!

You nailed it for #1. For number #2 & #3 you were close. Very good! Here's my workspace for you review.

Monarch Learning Series Exercise 8 - Salesforce Opportunities Analysis.zip