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HOME / REPORTS / KEY SALESFORCE METRICS

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:
11-May-19
Default range:
90 days
Updates:
Hourly for premium plans

"KEY SALESFORCE METRICS" METRICS

OVERVIEW

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

Open opportunity owners ranked by number of deals.
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BEST SALES REPS

Top sales representatives ranked by value of won deals.
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REVENUE

Company revenue over time.
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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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OCTOBOARD dashboards, templates and reports gallery: Salesforce key metrics for startup dashboard

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
USE THIS TEMPLATE
Click for details...
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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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 STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors
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FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
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