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CURRENT SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
Template for generated report: Salesforce sales performance
Business sales organisation status report from Salesforce. Combines revenue, pipeline and open deals statistics with sellers performance. This dashboard is used by businesses to monitor current status and focus sales teams on business performance.
490
Last reviewed: 19-Sep-17
Default data range: Last 90 days
Updates: Hourly for Octoboard Premium

"CURRENT SALES PERFORMANCE" METRICS

DEALS BY STAGE

Number of opportunities by stage.

LEADS BY STATUS

Number of leads by stage

LEAD OWNERS

Leads owners ranked by number of leads.

OPEN DEALS

Total number of open opportunities in the system.

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).

TOP OPEN DEALS

Top open opportunities ranked by size.

BEST SALES REPS

Top sales representatives ranked by value of won deals.

REVENUE

Company revenue over time.

REVENUE BY SOURCE

Company revenue by source.

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KEY SALESFORCE METRICS

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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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