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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.

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
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Last reviewed:
16-Mar-23
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"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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STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades
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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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QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors
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ChartMogul SaaS revenue metrics for startups and investors
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OCTOBOARD PRICING

FREELANCER
€25
/month
5 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 7 languages
-
-
-
DATA SHARING
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
-
-
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SEO AUDITS AND B2B LEAD GENERATION
New
SEO Audits
SEO Form Leads
IP to Company B2B Leads
500 Leads per month
SEO RANK TRACKER
New
50 keywords
10 keywords per client
Locations tracking
Languages tracking
Competitor domains
Every 3 days
3 years
TEAM
€50
/month
10 Agency clients
incl. white label reporting
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 7 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Open AI Data Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
IP to Company B2B Leads
1000 Leads per month
1000 keywords
100 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
AGENCY
€75
/month
15
 Agency clients
+5
-5
Unlimited users
Unlimited reports
Unlimited dashboards
Access All Integrations
White label
Available in 7 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Open AI Data Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
IP to Company B2B Leads
1500 Leads per month
4500 keywords
300 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
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ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics
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500 orders
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Multi-channel analytics with custom metrics and dimensions
Data transformation
Currency conversion
Multi-channel reporting
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Export paid advertising data to Google Sheets
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