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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance

Business sales organisation status report from Salesforce. Combines revenue, pipeline and open deals statistics with sellers performance. This dashboard is used by businesses to monitor current status and focus sales teams on business performance.

Google Sheets integration is often used to add proprietary data to sales team ranking dashboards based on SalesForce data.

This template is part of Octoboard Social Media reporting tool, Octoboard PPC reporting tool for Agencies, Octoboard SEO reporting tool for Agencies and Octoboard client reporting software for marketing agencies

490

OTTIENI QUESTO MODELLO

Ultima revisione:

9-May-20

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Salesforce

#billing-finance

METRICHE "SALES PERFORMANCE"

DEALS BY STAGE

Number of opportunities by stage.

USA QUESTA METRICA

LEADS BY STATUS

Number of leads by stage

USA QUESTA METRICA

LEAD OWNERS

Leads owners ranked by number of leads.

USA QUESTA METRICA

OPEN DEALS

Total number of open opportunities in the system.

USA QUESTA METRICA

PIPELINE VALUE

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).

USA QUESTA METRICA

TOP OPEN DEALS

Top open opportunities ranked by size.

USA QUESTA METRICA

BEST SALES REPS

Top sales representatives ranked by value of won deals.

USA QUESTA METRICA

REVENUE

Company revenue over time.

USA QUESTA METRICA

REVENUE BY SOURCE

Company revenue by source.

USA QUESTA METRICA

I clienti che usano "Sales Performance" hanno installato anche questi report

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STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades

USA QUESTO MODELLO

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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.

USA QUESTO MODELLO

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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.

USA QUESTO MODELLO

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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance

USA QUESTO MODELLO

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DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.

USA QUESTO MODELLO

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QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.

USA QUESTO MODELLO

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CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors

USA QUESTO MODELLO

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CHARTMOGUL STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors

USA QUESTO MODELLO

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FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.

USA QUESTO MODELLO

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5 Agency clients

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SEO RANK TRACKER

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50 keywords10 keywords per clientLocations trackingLanguages trackingCompetitor domainsEvery 3 days

TEAM

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10 Agency clients

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Portali clientiDominio personalizzatoPresentazioni TV ufficioCondivisione dei linkZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server

Audit SEOSEO Form Leads

500 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls

AGENCY

€100

/ mese

20 Agency clients

Utenti illimitatiReport illimitatiDashboard illimitatiAccess All IntegrationsTutto white labelDefine PPC MarkupMashup dataSQL Databases

Portali clientiDominio personalizzatoPresentazioni TV ufficioCondivisione dei linkZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server

Audit SEOSEO Form Leads

1000 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls

ENTERPRISE

€150

/ mese

Agency clients

-5

Utenti illimitatiReport illimitatiDashboard illimitatiAccess All IntegrationsTutto white labelDefine PPC MarkupMashup dataSQL Databases

Portali clientiDominio personalizzatoPresentazioni TV ufficioCondivisione dei linkZapier eventsEmbedded dashboardsAutomated InsightsEmail TemplatesCustom Email Server

Audit SEOSEO Form Leads

1500 keywords50 keywords per clientLocations trackingLanguages trackingCompetitor domainsDaily crawls

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Report

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White label

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Mashup data

SQL Databases

New

Portali clienti

Dominio personalizzato

Presentazioni tv ufficio

Public links

Zapier events

New

Embedded dashboards

Insights via slack and email

Custom email templates

Custom email server

New

Audit seo

Embedded seo forms

Total keywords

Keywords per client

Locations tracking

Languages tracking

Competitor analysis

Daily keywords refresh

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