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Analytics report: Key Salesforce Metrics. Automated by the Octoboard reporting platform.

Learn how to showcase your marketing agency's accomplishments and drive results with key Salesforce metrics.

New marketing template — Key Salesforce Metrics
We have added a new data template "Key Salesforce Metrics" for automating Salesforce data reports. Use it to build engaging client reports and send business updates by email.
All your data in one place
Business features include
 
New marketing template — Key Salesforce Metrics
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
All your data in one place

New marketing template — Key Salesforce Metrics

We have added a new data template "Key Salesforce Metrics" for automating Salesforce data reports. Use it to build engaging client reports and send business updates by email.

All your data in one place
 
Business performance management dashboard shared

Share template "Key Salesforce Metrics" with your team

Add client portal to your website. Invite clients and team members and let them explore your collection data in dashboards and reports built using template "Key Salesforce Metrics".

Share with teams
Public links and embedding

Make your Salesforce data public in a shared dashboard. Embed data views into any page of your website. The setup is very easy and does not require IT support.

Secure and private
Manage Salesforce data visibility

You decide what data to share or to keep private. Access rights for individual users and clients is under your control.

Business performance management dashboard shared
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Key Salesforce Metrics data

Create Salesforce graphs and metrics that demonstrate positive historical changes and results. Compare historical Salesforce KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable Salesforce client portal

Create and host white label client portal on your website using Salesforce data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private dashboards and reports using template "Key Salesforce Metrics". Embed data views into any page of your website. The setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Salesforce data trends

Octoboard will constantly monitor data changes in the "Key Salesforce Metrics" template. We use ChatGPT and OpenAI to identify Salesforce trends and send regular updates.

Connect Salesforce once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Salesforce trends that you may miss. Connect to your Salesforce data and receive insights in your Email box.

Automated cloud data insights
FINANCE REPORTING TOOL / KEY SALESFORCE METRICS

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.

Template for generated report: Salesforce key metrics for startup dashboard

Introduction: The Power of Salesforce Overview Report

Salesforce has emerged as a robust platform for managing customer relationships, sales pipelines, and marketing endeavors. Yet, for many marketing agencies, the data stored in Salesforce often remains an untapped goldmine. That's where Octoboard comes in. By automating Salesforce Overview Reports through the Octoboard Marketing Analytics platform, agencies can save countless hours and significantly improve the quality of their reporting. This blog post will guide you through the key metrics that can help marketing agencies showcase their accomplishments and drive results.

Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.



Essential Metrics for Showcasing Your Work

Salesforce Deals by Source and Stage

Understanding where your deals are coming from and what stage they're at is essential for optimizing your marketing funnel. Deals by Source offers insights into the effectiveness of different marketing channels, while Deals by Stage gives a snapshot of how well you're converting prospects into customers.

Salesforce Leads by Source and Status

Leads are the lifeblood of any marketing agency. Knowing the source of your leads can help you invest in channels that yield the highest ROI. Likewise, knowing the status of your leads helps you understand what's working and what needs to be tweaked in your engagement strategies.

Create marketing reports and use ChatGPT and Open AI to monitor data trends with Octoboard.



Salesforce Deals Won and Lost

This metric is the bottom line for many clients. By understanding the ratio of won to lost deals, agencies can make informed decisions about where to invest time and resources.

Salesforce Top Open Deals and Last Won Deals

Knowing your top open deals and the characteristics of the last won deals can offer actionable insights into customer behavior and needs. These metrics can help you focus your efforts on the most promising opportunities.

Salesforce Opportunity Owners and Best Sales Reps

Understanding who is responsible for what in your organization is crucial for accountability and improvement. Highlighting your best-performing sales reps can boost morale and encourage a culture of excellence.

Salesforce Revenue and Revenue Pipeline

Revenue figures are perhaps the most direct indicators of success. A strong revenue pipeline ensures that the agency has a healthy flow of upcoming business.

Save time by automating your reports, grow revenue and retain customers with Octoboard.



Why Automate Salesforce Reports with Octoboard?

One of the key advantages of using the Octoboard Marketing Analytics platform is the time saved on reporting. By automating the generation and dissemination of Salesforce Overview Reports, agencies can free up hours that can be better spent on creative and strategic endeavors. Furthermore, automation ensures consistency and eliminates the risk of human error.

Scheduled Report Sharing for Enhanced Visibility

Octoboard allows you to schedule these automated reports on a weekly or monthly basis. Sending out regular, data-rich reports to marketing teams or agency clients enhances transparency and provides a clearer view of marketing efforts.

Data Trend Monitoring for Smart Spending

Octoboard goes beyond mere reporting by enabling data trend monitoring. By using OpenAI data insights to analyze Salesforce data, Octoboard provides invaluable intelligence on spending patterns. For more information on this feature, visit Octoboard's Automated Data Insights. This level of scrutiny can help agencies make sure that every dollar spent on advertising is used effectively.

Create cross-platform PPC reports, send your data to BigQuery, Looker Studio and build your own data warehouse.



Automating Salesforce Overview Reports with Octoboard's Marketing Analytics platform is not just a time-saving measure; it's a game-changer for marketing agencies. From breaking down key performance metrics to enabling intelligent decision-making through trend monitoring, the benefits are multifaceted. Start automating your reports today and give your agency the competitive edge it deserves.

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Last reviewed:
10-Feb-24
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"KEY SALESFORCE METRICS" 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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DEALS WON AND LOST

Won and lost opportunities tracked over time.
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TOP OPEN DEALS

Top open 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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Octoboard customers who created this report also used the following data 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.
Click for details...
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

SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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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.