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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.
Sugestões
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.
Notas
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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Última revisão:
15-Mar-21
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SALESFORCE MODELOS

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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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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.
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SALESFORCE SALES (REPORT)

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

DESCRIÇÃO GERAL

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
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OFERTAS ABERTAS POR ORIGEM

Number of open opportunities by source.
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OFERTAS POR FASE

Number of opportunities by stage.
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LEADS POR ORIGEM

Number of leads by source
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LEADS POR ESTADO

Number of leads by stage
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LEADS

Number of leads over time.
Descrição
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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LEADS CONVERTIDOS

Number of converted leads over time.
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PROPRIETÁRIOS LEAD

Leads owners ranked by number of leads.
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ORIGENS LEAD

Lead sources ranked by number of leads.
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CONTACTOS

Total number of contacts.
Descrição
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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TITULARES CONTACTOS

Contact owners ranked by number of contacts.
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CONTAS

Total number of accounts in the system.
Descrição
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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PROPRIETÁRIOS CONTA

Account owners ranked by number of accounts.
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REGIÕES

Accounts by region.
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OFERTAS ABERTAS

Total number of open opportunities in the system.
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VALOR PIPELINE

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

Won and lost opportunities tracked over time.
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OFERTAS GANHAS

Total number of won opportunities with delta.
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OFERTAS PERDIDAS

Total number of lost opportunities with delta.
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OFERTAS ABERTAS PRINCIPAIS

Top open opportunities ranked by size.
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OFERTAS FECHADAS PRINCIPAIS

Top won opportunities ranked by size.
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OFERTAS FECHADAS MAIS RECENTES

Last won opportunities (latest at the top).
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PROPRIETÁRIOS OFERTAS PRINCIPAIS

Open opportunity owners ranked by number of deals.
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MELHORES REPR VENDAS

Top sales representatives ranked by value of won deals.
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RECEITA

Company revenue over time.
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RECEITA VS. PIPELINE

Company revenue and pipeline size tracked over time.
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RECEITA POR ORIGEM

Company revenue by source.
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VENDAS POR ORIGEM LEAD

Sales broken down by lead source
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VENDAS CUMULATIVAS

Cumulative sales for selected time period
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VENDAS NOVAS

New sales for selected time period
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RENOVAÇÕES

Renewals in the selected period
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