Re:Segment Sources – Load Salesforce, Zendesk, Stripe into R...
by n2parko on Wednesday April 06, 2016 @02:56PM
(#11440923)
hey vyrotek - you can definitely build that report using Segment sources + BI tool.
Our salesforce source pulls in the Salesforce `Opportunities` and `Users` table (your sales team members). So to get sales by sales rep, you can join the `Opportunities` table to `Users` table, and then aggregate by sales rep.
Once you get the raw data into your data warehouse, you have a ton of flexibility with how you aggregate and analyze it.
Our salesforce source pulls in the Salesforce `Opportunities` and `Users` table (your sales team members). So to get sales by sales rep, you can join the `Opportunities` table to `Users` table, and then aggregate by sales rep.
Once you get the raw data into your data warehouse, you have a ton of flexibility with how you aggregate and analyze it.