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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 / SALESFORCE SALES (REPORT)

SALESFORCE SALES (REPORT)

Revenue, pipeline, top deals and sellers ranking in a report.

Template for generated report: Livechat online support dashboard for startups
Use this SalesForce overview template to create your Startup or Business performance PDF report.

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:
6-Mar-23
Dashboards:
Reports:
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"SALESFORCE SALES (REPORT)" 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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ACCOUNT OWNERS

Account owners ranked by number of accounts.
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PIPELINE VALUE

Total open opportunities size.
Description
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Tips
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
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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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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 STARTUPS METRICS (REPORT)

ChartMogul SaaS revenue metrics for startups and investors
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70+ INTEGRATIONS

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Use our Google Sheets integration to show your own data.

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Convert visitors to leads. Host SEO Audit forms and capture new leads.

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
-
-
-
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
OCTOBOARD ADD-ONS
Advanced data and analytics add-ons can be purchased independently of the core products. Use SELECT buttons to add them to your subscription.
ECOMMERCE SUITE
Real-time online sales and SaaS subscription analytics
€12
/month
500 orders
monthly sales
+500
-500
Real-time transactions and shopping cart analytics
Powerful customer segmentation
Sales, Product, Order analytics
Currency conversion
PPC ANALYTICS
Cross-channel paid advertising and Google Analytics data
€20
/month
€10,000 ad spend
monthly ad spend
+€10,000
-€10,000
Multi-channel analytics with custom metrics and dimensions
Data transformation
Currency conversion
Multi-channel reporting
GOOGLE SHEETS
Export paid advertising data to Google Sheets
€15
/month
100 queries
queries per day
+100
-100
Includes Google Analytics and all paid advertising integrations
Scheduled queries
Automated updates
Multi-channel 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
OCTOBOARD ADD-ONS
ECOMMERCE SUITE
Not selected
€0/month
PPC ANALYTICS
Not selected
€0/month
GOOGLE SHEETS
Not selected
€0/month
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