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BUSINESS REPORTS AND TEMPLATES
Use Octoboard templates to send automated reports to your customers and build online marketing and business performance dashboards.
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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.
466
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Last reviewed:
21-Sep-21
Dashboards:
Reports:
Client portals:
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Data insights:
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"KEY SALESFORCE METRICS" METRICS

OVERVIEW

Key Facebook Page metrics in one widget.
Description
This widget combines the following metrics displayed on the same time scale: Reach, Fans, Clicks, Shares, Likes, Comments.
Tips
Make sure you select correct Facebook Page. We recommend OVERVIEW widget for your main dashboard as it offers a high level view of your Facebook account.
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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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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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OCTOBOARD dashboards, templates and reports gallery: Quickbooks application dashboard

QUICKBOOKS OVERVIEW

Key metrics - Income, expenses, customers and products.
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OCTOBOARD dashboards, templates and reports gallery: Chartmogul for investors and startups with octoboard

CHARTMOGUL FOR INVESTORS

ChartMogul metrics for startups, VCs and angel investors
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OCTOBOARD dashboards, templates and reports gallery: Chartmogul startup metrics for investors and vcs

CHARTMOGUL STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors
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OCTOBOARD dashboards, templates and reports gallery: Xero application dashboard

FINANCIAL PERFORMANCE - XERO (REPORT)

Financial performance report using data from Xero.
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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 8 languages
-
-
-
DATA SHARING
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
-
-
-
SEO AUDITS AND LEAD GENERATION
NEW
SEO Audits
SEO Form Leads
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 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
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 8 languages
Define PPC Markup
Data mashups
SQL Databases
Client portals
Custom domain
Office TV loops
Link Sharing
Zapier events
Embedded dashboards
Automated Insights
Email Templates
Custom Email Server
SEO Audits
SEO Form Leads
4500 keywords
300 keywords per client
Locations tracking
Languages tracking
Competitor domains
Daily crawls
3 years
PREMIUM DATA ADD-ONS
Analytics and data export features that we will add to our platform. Currently in Beta. We will notify our clients once the add-ons have been deployed.
ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics
10
/month
500 orders
monthly sales
+500
-500
Real-time transactions
Sales, Product, Order analytics
Currency conversion
Multi-store reporting
Octoboard for Agencies
Not selected
0/month
Dashboards, Reports, Templates
Client portal, TV Loops
White label, Multi-client
SEO Audits, Automated reports
B2B Lead Generation
SEO Rank Tracker
PREMIUM DATA ADD-ONS
ECOMMERCE SUITE
Not selected
0/month
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