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Sales Rep Ranked by Revenue for the Quarter-To-Date (QTD)

This query shows the active sales reps ranked by revenue. Amount is tallied from closed and won opportunities by the sales reps derived from Salesforce data.

Related Integrations: All Integrations / Salesforce
WITH salesforce_user AS (
  SELECT
    id, email, firstname || ' ' || lastname AS "rep"
  FROM
    public.salesforce_user
  WHERE
    salesforce_user.IsActive
)
SELECT
  us.rep AS "sales_rep",
  us.email,
  sum(op.amount) AS "revenue"
FROM
  public.salesforce_opportunity op
JOIN
  salesforce_user us
  ON op.ownerid = us.id
WHERE
  op.stagename = 'Closed Won'
  AND DATE_TRUNC('quarter', "closedate") = DATE_TRUNC('quarter', current_date)
GROUP BY
  1,
  2
ORDER BY
  revenue DESC

Query Results Dictionary

Column Description
sales_rep Opportunity Owner (Sales Rep)
email Sales Rep Email
revenue Sum of amount from closed/won opportunities by sales rep.

Requirements:

Collect the User and Opportunity objects with the Panoply Salesforce data source

Usage:

This query can be displayed in a tabular or pivot form to display the revenue per active sales rep

Modifications:

The table in the FROM might need to be changed based on Schema and Destination settings in the data source. The Date Range Filter using the closedate in the WHERE clause can be changed.