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HOME / REPORTS / CURRENT SALES PERFORMANCE

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.

Google Sheets integration is often used to add proprietary data to sales team ranking dashboards based on SalesForce data.
490
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Last reviewed:
9-Oct-18
Default range:
90 days
Updates:
Hourly for premium plans

"CURRENT SALES PERFORMANCE" METRICS

DEALS BY STAGE

Number of opportunities by stage.
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LEADS BY STATUS

Number of leads by stage
USE THIS METRIC

LEAD OWNERS

Leads owners ranked by number of leads.
USE THIS METRIC

OPEN DEALS

Total number of open opportunities in the system.
USE THIS METRIC

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).
USE THIS METRIC

TOP OPEN DEALS

Top open opportunities ranked by size.
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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 BY SOURCE

Company revenue by source.
USE THIS METRIC

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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.
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.
USE THIS TEMPLATE

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