Advanced hands-on exercise
The purpose of this exercise is to create a single dataset that contains a summary of every account that meets all of the following conditions: has open opportunities, at least one activity, and an open case attached to the account.
The resulting dataset should allow the user to determine the following via direct exploration of the lens based on the dataset:
- Account name
- Age of account
- Owner name
- No. of open opportunities
- No. of open cases
- Average case duration
- No. of activities
- Total amount
- Total expected amount
- Total amount (opportunity with line items)
- Total amount (opportunity without line items)
Resources required
Data sources that are available in your CRMA environment will be used for the purpose of this exercise. Please use the datasets found under the My First Analytics App app so that the results will be consistent with the following steps:
- Opportunities
- Cases
- Activities...
