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Working With Dashboards

MediumSQL · PostgreSQL00:00
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Your question is Working With Dashboards. Start with the requirements and the two tables on the right.

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Problem

Tell me about your experience working with dashboards.

For the hands-on portion, write a SQL query that produces a Salesforce CRM Analytics dashboard dataset from the provided tables. Include open opportunities created during Q1 2025, including records without an assigned owner.

Output

  1. One row per owner and calendar month.
  2. Columns: owner_name, report_month, open_opportunity_count, and total_pipeline.
  3. Sort by owner name, then month ascending.

Schema

users
ColumnTypeDescription
user_idPKINTSalesforce user identifier
full_nameVARCHAR(100)User display name
regionVARCHAR(50)User sales region
opportunities
ColumnTypeDescription
opportunity_idPKINTSalesforce opportunity identifier
owner_idINTAssigned Salesforce user identifier
created_atDATEOpportunity creation date
stageVARCHAR(40)Current opportunity stage
amountNUMERIC(12,2)Opportunity pipeline amount
Tablesusersopportunities
Your solutionPostgreSQL
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