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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
Template for generated report: Salesforce key metrics for startup dashboard
Key Salesforce metrics to use in a business dashboard by startup and SMEs.

The following areas have been covered in this data collection:

  • Deals and Leads
  • Revenue and Pipeline
  • Top sellers and deal owners

We recommend using this dashboard for your office wall. If revenue information is too sensitive, it can be replaced manually with details related to current opportunities and deals.
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Last reviewed: 21-Sep-17
Default data range: Last 90 days
Updates: Hourly for Octoboard Premium

"KEY SALESFORCE METRICS" METRICS

OVERVIEW

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

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

LEAD OWNERS

Leads owners ranked by number of leads.

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).

TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.

BEST SALES REPS

Top sales representatives ranked by value of won deals.

REVENUE

Company revenue over time.

REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.

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STRIPE REVENUE METRICS

Revenue, plan rankings, fees and upgrades
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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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CURRENT SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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