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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.
Tipps
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

SalesForce require certain app level in order to allow access to the API.

To use the API, your organization must be on one of the following 4 editions (the API is enabled by default): Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition.

Editions with no API Access are: Contact Edition, Group Edition, Professional Edition, Spark Edition

API Notes (source: salesforce.com):

Beginning with the Winter '15 Release, API cannot be activated for Contact Manager or Group Editions, even for migration purposes. Please contact your Account Executive if you would like to upgrade your edition to Enterprise or higher.

For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive.

If you need the API enabled for a Data Migration to a Professional Edition organization, you will need to contact your Account Executive and request that API be provisioned as courtesy. These requests should be for Data Migrations only and will be up to you and your Account Executive to determine the time frame of the API enabled.
Hinweise
Make sure API is enabled in your Salesforce account. Contact your administrator to enable it. To use the API, your organization must be on one of the following 4 editions: Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition

Note to SalesForce Admin: Set Salesforce session timeout to 2 hours. Visit Salesforce Setup page by entering Session Settings in the Quick Find box, then selecting Session Settings.
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Zuletzt überprüft:
4-Oct-19
Standardbereich:
90 Tage
Aktualisierungen:
Stündlich für Premium-Pläne

SALESFORCE VORLAGEN

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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
DIESE VORLAGE VERWENDEN
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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.
DIESE VORLAGE VERWENDEN
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OCTOBOARD dashboards, templates and reports gallery: Salesforce sales performance

SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
DIESE VORLAGE VERWENDEN
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals sellers raking

DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
DIESE VORLAGE VERWENDEN
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SALESFORCE SALES (REPORT)

Revenue, pipeline, top deals and sellers ranking in a report.
DIESE VORLAGE VERWENDEN

SALESFORCE MESSGRÖSSEN

OVERVIEW

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
DIESE METRIK VERWENDEN

OPEN DEALS BY SOURCE

Number of open opportunities by source.
DIESE METRIK VERWENDEN

DEALS BY STAGE

Number of opportunities by stage.
DIESE METRIK VERWENDEN

LEADS BY SOURCE

Number of leads by source
DIESE METRIK VERWENDEN

LEADS BY STATUS

Number of leads by stage
DIESE METRIK VERWENDEN

LEADS

Number of leads over time.
Beschreibung
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.
DIESE METRIK VERWENDEN

LEADS CONVERTED

Number of converted leads over time.
DIESE METRIK VERWENDEN

LEAD OWNERS

Leads owners ranked by number of leads.
DIESE METRIK VERWENDEN

LEAD SOURCES

Lead sources ranked by number of leads.
DIESE METRIK VERWENDEN

CONTACTS

Total number of contacts.
Beschreibung
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.
DIESE METRIK VERWENDEN

CONTACT OWNERS

Contact owners ranked by number of contacts.
DIESE METRIK VERWENDEN

ACCOUNTS

Total number of accounts in the system.
Beschreibung
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.
DIESE METRIK VERWENDEN

ACCOUNT OWNERS

Account owners ranked by number of accounts.
DIESE METRIK VERWENDEN

REGIONS

Accounts by region.
DIESE METRIK VERWENDEN

OPEN DEALS

Total number of open opportunities in the system.
DIESE METRIK VERWENDEN

PIPELINE VALUE

Total open opportunities size.
Beschreibung
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Tipps
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
DIESE METRIK VERWENDEN

DEALS WON AND LOST

Won and lost opportunities tracked over time.
DIESE METRIK VERWENDEN

DEALS WON

Total number of won opportunities with delta.
DIESE METRIK VERWENDEN

DEALS LOST

Total number of lost opportunities with delta.
DIESE METRIK VERWENDEN

TOP OPEN DEALS

Top open opportunities ranked by size.
DIESE METRIK VERWENDEN

TOP CLOSED DEALS

Top won opportunities ranked by size.
DIESE METRIK VERWENDEN

LATEST CLOSED DEALS

Last won opportunities (latest at the top).
DIESE METRIK VERWENDEN

TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.
DIESE METRIK VERWENDEN

BEST SALES REPS

Top sales representatives ranked by value of won deals.
DIESE METRIK VERWENDEN

REVENUE

Company revenue over time.
DIESE METRIK VERWENDEN

REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.
DIESE METRIK VERWENDEN

REVENUE BY SOURCE

Company revenue by source.
DIESE METRIK VERWENDEN
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