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Right now, my sales team has a very long list for task type values and I want to clean it up. I noticed they don't just have "Demo" as an option, they have "Demo - Product A," "Demo - Product B," and so on. This doesn't make any sense to me because there is an Opportunity created for each product so the reporting would be by Opportunity type and then Task type to show all demos for that product. Wondering what others might be doing, or recommend.
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  1. Apr 21, 2017, 5:38 PM
    I agree with you.  I never advise using Tasks (or Events) as primary objects for reporting or business metrics purposes.  Anything of value should be on a record that can be reported from, in the context of the record (Cases, Opps, Orders, Accounts, Contacts).  

     

    Many organizations have an Opp Stage called "Demo" (or similar).  That lets you know where the Opp is in its sales cycle, and, also lets you capture a 'Demo date" on the Opp if a Demo is done. With that, you can get all sorts of great metrics including:

     

    * demos / $ value of Opps

     

    * Closed Won/Lost Opps with/without Demos

     

     
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