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REGRESAR / TABLEROS / SALESFORCE

SALESFORCE TABLERO

Proceso, guías, acuerdos, categorización de los representantes de ventas y métrica del desempeño de ventas de Salesforce.

Octoboard data dashboard: Salesforce application dashboard
Salesforce es una empresa estadounidense de computación en la nube. Nos conectamos a su sistema CRM de ventas y ofrecemos percepciones del proceso de ventas, el estado actual y el desempeño de la empresa medido en cifras de los ingresos.
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Revisado el:
2-Jun-21
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SALESFORCE PLANTILLA

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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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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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DEALS AND SELLERS RANKINGS

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

Revenue, pipeline, top deals and sellers ranking in a report.
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SALESFORCE MÉTRICAS

DESCRIPCIÓN GENERAL

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
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OPERACIONES ABIERTAS POR FUENTE

Number of open opportunities by source.
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OPERACIONES POR ETAPA

Number of opportunities by stage.
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POTENCIALES POR FUENTE

Number of leads by source
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POTENCIALES POR ESTADO

Number of leads by stage
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POTENCIALES

Number of leads over time.
Descripción
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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POTENCIALES CONVERTIDOS

Number of converted leads over time.
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PROPIETARIOS DE POTENCIALES

Leads owners ranked by number of leads.
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FUENTES DE POTENCIALES

Lead sources ranked by number of leads.
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CONTACTOS

Total number of contacts.
Descripción
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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PROPIETARIOS DE CONTACTOS

Contact owners ranked by number of contacts.
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CUENTAS

Total number of accounts in the system.
Descripción
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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PROPIETARIOS DE CUENTAS

Account owners ranked by number of accounts.
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REGIONES

Accounts by region.
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OPERACIONES ABIERTAS

Total number of open opportunities in the system.
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VALOR DEL PROCESO DE VENTAS

Total open opportunities size.
Descripción
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Consejos
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
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OPERACIONES GANADAS Y PERDIDAS

Won and lost opportunities tracked over time.
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OPERACIONES GANADAS

Total number of won opportunities with delta.
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OPERACIONES PERDIDAS

Total number of lost opportunities with delta.
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OPERACIONES ABIERTAS MÁS IMPORTANTES

Top open opportunities ranked by size.
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OPERACIONES CERRADAS MÁS IMPORTANTES

Top won opportunities ranked by size.
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ÚLTIMAS OPERACIONES CERRADAS

Last won opportunities (latest at the top).
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PROPIETARIOS DE OPERACIONES MÁS IMPORTANTES

Open opportunity owners ranked by number of deals.
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MEJORES REPRESENTANTES DE VENTAS

Top sales representatives ranked by value of won deals.
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INGRESOS

Company revenue over time.
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INGRESOS FRENTE A PROCESO DE VENTAS

Company revenue and pipeline size tracked over time.
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INGRESOS POR FUENTE

Company revenue by source.
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VENTAS POR FUENTE DE POTENCIALES

Sales broken down by lead source
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VENTAS ACUMULATIVAS

Cumulative sales for selected time period
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NUEVAS VENTAS

New sales for selected time period
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RENOVACIONES

Renewals in the selected period
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