Skill Shot: Build a Sales Manager Opportunity Report

Format: Free, live, instructor-led session

Audience: Primarily for sales managers and sales leaders

Duration: 45 minutes

Session Overview

Learn how to create a practical Salesforce opportunity report to help you review your team’s pipeline and focus on the deals that need attention. This hands-on session will show sales managers how to filter opportunity information, organize key details, and use report results to support more effective pipeline conversations.

What You’ll Learn

• Access and run opportunity reports in Salesforce.

• Identify the key information a sales manager should review.

• Filter opportunities by sales representative, stage, and close date.

• Review opportunity amounts and expected revenue.

• Identify opportunities that require attention.

• Organize report columns to make information easier to review.

• Save a report for future use.

• Use report results to guide pipeline discussions.

Hands-On Practice

Participants will create a practical opportunity report in Salesforce, apply relevant filters, and use the results to identify opportunities that require further review or coaching.

Practice Environment

Participants may use either:

• Their own Salesforce environment, or

• A dedicated Salesforce practice environment, provided at no additional cost.

Important: If you choose to use your own Salesforce environment, your configuration, available features, page layouts, fields, and overall experience may differ from those demonstrated by the instructor. We cannot guarantee that every exercise will work identically in your organization’s environment.

Related Course

Salesforce Reports & Dashboards for Sales Leaders

Class Code: SFT-SL-101