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SALESFORCE DASHBOARD

Pipeline, leads, deals, sales rep ranking and sales performance metrics from Salesforce.
Octoboard data dashboard: Salesforce application dashboard
Salesforce is an American cloud computing company. We connect to it's Sales CRM system and provide insights into sales process, current status and company performance measured in revenue figures.
Tips
For Salesforce, we recommend grouping metrics into the following general areas:

  • High-level sales performance
  • Revenue and Pipeline
  • Deals, Leads, Contacts and Accounts
  • Sales reps performance
Notes
IMPORTANT: Set Salesforce session timeout to 2 hours. Visit Salesforce Setup page by entering Session Settings in the Quick Find box, then selecting Session Settings.

Make sure API is enabled in your Salesforce account. Contact your administrator to enable it.

SALESFORCE TEMPLATES

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OCTOBOARD dashboards, templates and reports gallery: Salesforce key metrics for startup dashboard

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals leads analytics

SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce sales performance

CURRENT SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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SALESFORCE METRICS

OVERVIEW

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
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OPEN DEALS BY SOURCE

Number of open opportunities by source.
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DEALS BY STAGE

Number of opportunities by stage.
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LEADS BY SOURCE

Number of leads by source
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LEADS BY STATUS

Number of leads by stage
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LEADS

Number of leads over time.
Description
Leads - As a general guideline, use Leads to store and track "untouched" people and/or companies. A good example of how Leads are typically used is to capture the interest of a prospect, like someone who comes to your website for information or someone that you met at a trade show. In this scenario an individual may appear in the system as multiple leads if that individual requested information from your website and spoke with someone at a tradeshow.
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LEADS CONVERTED

Number of converted leads over time.
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LEAD OWNERS

Leads owners ranked by number of leads.
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LEAD SOURCES

Lead sources ranked by number of leads.
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CONTACTS

Total number of contacts.
Description
Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
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CONTACT OWNERS

Contact owners ranked by number of contacts.
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ACCOUNTS

Total number of accounts in the system.
Description
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.
Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
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ACCOUNT OWNERS

Account owners ranked by number of accounts.
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REGIONS

Accounts by region.
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OPEN DEALS

Total number of open opportunities in the system.
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PIPELINE VALUE

Total open opportunities size.
Description
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Tips
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
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DEALS WON AND LOST

Won and lost opportunities tracked over time.
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DEALS WON

Total number of won opportunities with delta.
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DEALS LOST

Total number of lost opportunities with delta.
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TOP OPEN DEALS

Top open opportunities ranked by size.
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TOP CLOSED DEALS

Top won opportunities ranked by size.
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LATEST CLOSED DEALS

Last won opportunities (latest at the top).
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TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.
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BEST SALES REPS

Top sales representatives ranked by value of won deals.
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REVENUE

Company revenue over time.
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REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.
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REVENUE BY SOURCE

Company revenue by source.
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