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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.
Suggerimenti
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.
Note
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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Ultima revisione:
25-Nov-20
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SALESFORCE MODELLI

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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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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 METRICHE

PANORAMICA

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
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DEAL APERTI PER ORIGINE

Number of open opportunities by source.
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DEAL PER FASE

Number of opportunities by stage.
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LEAD PER ORIGINE

Number of leads by source
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LEAD PER STATO

Number of leads by stage
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LEAD

Number of leads over time.
Descrizione
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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LEAD CONVERTITI

Number of converted leads over time.
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PROPRIETARI LEAD

Leads owners ranked by number of leads.
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ORIGINI LEAD

Lead sources ranked by number of leads.
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CONTATTI

Total number of contacts.
Descrizione
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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PROPRIETARI CONTATTO

Contact owners ranked by number of contacts.
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ACCOUNT

Total number of accounts in the system.
Descrizione
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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PROPRIETARI ACCOUNT

Account owners ranked by number of accounts.
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REGIONI

Accounts by region.
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DEAL APERTI

Total number of open opportunities in the system.
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VALORE PIPELINE

Total open opportunities size.
Descrizione
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Suggerimenti
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
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DEAL OTTENUTI E PERSI

Won and lost opportunities tracked over time.
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DEAL OTTENUTI

Total number of won opportunities with delta.
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DEAL PERSI

Total number of lost opportunities with delta.
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DEAL APERTI PRINCIPALI

Top open opportunities ranked by size.
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PRINCIPALI DEAL CHIUSI

Top won opportunities ranked by size.
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ULTIMI DEAL CHIUSI

Last won opportunities (latest at the top).
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PROPRIETARI DEAL PRINCIPALI

Open opportunity owners ranked by number of deals.
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MIGLIORI RAPPRESENTANTI DI VENDITA

Top sales representatives ranked by value of won deals.
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RICAVI

Company revenue over time.
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RICAVI RISPETTO A PIPELINE

Company revenue and pipeline size tracked over time.
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RICAVI PER ORIGINE

Company revenue by source.
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VENDITE PER ORIGINE LEAD

Sales broken down by lead source
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VENDITE CUMULATIVE

Cumulative sales for selected time period
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NUOVE VENDITE

New sales for selected time period
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RINNOVI

Renewals in the selected period
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