Monarch Learning Series 2023 Exercise 8 - Salesforce Opportunities Analysis

Baba_Majekodunmi_703
Altair Employee

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.
0
Comments
-
Hello, Baba and All.
Here is my attempt for this exercise.
Please let me know if this is good or not.
Thanks,
Matthew
0 -
Matthew Morris said:
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.
0