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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
Last reviewed: 24-Nov-17
Default data range: Last 90 days
Updates: Hourly for Octoboard Premium

"SALESFORCE DEALS AND LEADS" METRICS

OPEN DEALS BY SOURCE

Number of open opportunities by source.

DEALS BY STAGE

Number of opportunities by stage.

LEADS BY SOURCE

Number of leads by source

LEADS BY STATUS

Number of leads by stage

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 web site and spoke with someone at a tradeshow.

LEADS CONVERTED

Number of converted leads over time.

LEAD OWNERS

Leads owners ranked by number of leads.

OPEN DEALS

Total number of open opportunities in the system.

DEALS WON AND LOST

Won and lost opportunities tracked over time.

TOP OPEN DEALS

Top open opportunities ranked by size.

LATEST CLOSED DEALS

Last won opportunities (latest at the top).

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KEY SALESFORCE METRICS

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CURRENT SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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