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HOME / REPORTS / SALESFORCE DEALS AND LEADS

SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
Template for generated report: Salesforce deals leads analytics
Salesforce deals and leads statistics - breakdowns by source and status. List of top won and open deals. Ranking of sellers by lead ownership.
380
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Last reviewed:
17-Jul-18
Default range:
90 days
Updates:
Hourly for premium plans

"SALESFORCE DEALS AND LEADS" METRICS

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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LEADS

Number of leads over time.
Description
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 CONVERTED

Number of converted leads over time.
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LEAD OWNERS

Leads owners ranked by number of leads.
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OPEN DEALS

Total number of open opportunities in the system.
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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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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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CURRENT SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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