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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
Use your standard Salesforce login to start collecting data. Octoboard only requires read-only access.

SALESFORCE METRICS

OCTOBOARD metrics type icon: Chart line

OVERVIEW

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
OCTOBOARD metrics type icon: Chart column

OPEN DEALS BY SOURCE

Number of open opportunities by source.
OCTOBOARD metrics type icon: Chart number

DEALS BY STAGE

Number of opportunities by stage.
OCTOBOARD metrics type icon: Chart column

LEADS BY SOURCE

Number of leads by source
OCTOBOARD metrics type icon: Chart number

LEADS BY STATUS

Number of leads by stage
OCTOBOARD metrics type icon: Chart area

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 web site and spoke with someone at a tradeshow.
OCTOBOARD metrics type icon: Chart area

LEADS CONVERTED

Number of converted leads over time.
OCTOBOARD metrics type icon: Chart feed

LEAD OWNERS

Leads owners ranked by number of leads.
OCTOBOARD metrics type icon: Chart feed

LEAD SOURCES

Lead sources ranked by number of leads.
OCTOBOARD metrics type icon: Chart area

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.
OCTOBOARD metrics type icon: Chart feed

CONTACT OWNERS

Contact owners ranked by number of contacts.
OCTOBOARD metrics type icon: Chart area

ACCOUNT

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.
OCTOBOARD metrics type icon: Chart feed

ACCOUNT OWNERS

Account owners ranked by number of accounts.
OCTOBOARD metrics type icon: Chart column

ACCOUNTS MAP

Accounts by region.
OCTOBOARD metrics type icon: Chart area

OPEN DEALS

Total number of open opportunities in the system.
OCTOBOARD metrics type icon: Chart area

PIPELINE VALUE

Total open opportunities size.
Description
Size of your pipeline in monetary terms.
Tips
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
OCTOBOARD metrics type icon: Chart number

DEALS WON AND LOST

Won and lost opportunities tracked over time.
OCTOBOARD metrics type icon: Chart area

DEALS WON

Total number of won opportunities with delta.
OCTOBOARD metrics type icon: Chart area

DEALS LOST

Total number of lost opportunities with delta.
OCTOBOARD metrics type icon: Chart feed

TOP OPEN DEALS

Top open opportunities ranked by size.
OCTOBOARD metrics type icon: Chart feed

TOP CLOSED DEALS

Top won opportunities ranked by size.
OCTOBOARD metrics type icon: Chart feed

LATEST CLOSED DEALS

Last won opportunities (latest at the top).
OCTOBOARD metrics type icon: Chart feed

TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.
OCTOBOARD metrics type icon: Chart feed

BEST SALES REPS

Top sales representatives ranked by value of won deals.
OCTOBOARD metrics type icon: Chart area

REVENUE

Company revenue over time.
OCTOBOARD metrics type icon: Chart line

REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.
OCTOBOARD metrics type icon: Chart feed

REVENUE BY SOURCE

Company revenue by source.
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