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НАЗАД / ДАШБОРДЫ / SALESFORCE

SALESFORCE ДАШБОРД

Pipeline, leads, deals, sales rep ranking and sales performance metrics from Salesforce.

Octoboard data dashboard: Salesforce application dashboard
Salesforce is an American cloud computing company. We connect to it's Sales CRM system and provide insights into sales process, current status and company performance measured in revenue figures.
Комментарии
For Salesforce, we recommend grouping metrics into the following general areas:

  • High-level sales performance
  • Revenue and Pipeline
  • Deals, Leads, Contacts and Accounts
  • Sales reps performance

SalesForce require certain app level in order to allow access to the API.

To use the API, your organization must be on one of the following 4 editions (the API is enabled by default): Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition.

Editions with no API Access are: Contact Edition, Group Edition, Professional Edition, Spark Edition

API Notes (source: salesforce.com):

Beginning with the Winter '15 Release, API cannot be activated for Contact Manager or Group Editions, even for migration purposes. Please contact your Account Executive if you would like to upgrade your edition to Enterprise or higher.

For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive.

If you need the API enabled for a Data Migration to a Professional Edition organization, you will need to contact your Account Executive and request that API be provisioned as courtesy. These requests should be for Data Migrations only and will be up to you and your Account Executive to determine the time frame of the API enabled.
Заметки
Make sure API is enabled in your Salesforce account. Contact your administrator to enable it. To use the API, your organization must be on one of the following 4 editions: Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition

Note to SalesForce Admin: Set Salesforce session timeout to 2 hours. Visit Salesforce Setup page by entering Session Settings in the Quick Find box, then selecting Session Settings.
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НАЧАТЬ СЕЙЧАС
Версия:
25-Nov-20
Дашборды:
Отчеты:
Client portals:
White label:
Data refresh:
Data insights:
Office tv output:
Multi-client:

SALESFORCE ШАБЛОНЫ

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KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
ИСПОЛЬЗУЙТЕ ЭТОТ ШАБЛОН
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SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
ИСПОЛЬЗУЙТЕ ЭТОТ ШАБЛОН
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SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
ИСПОЛЬЗУЙТЕ ЭТОТ ШАБЛОН
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DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
ИСПОЛЬЗУЙТЕ ЭТОТ ШАБЛОН
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SALESFORCE SALES (REPORT)

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

SALESFORCE МЕТРИКИ

OVERVIEW

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

OPEN DEALS BY SOURCE

Number of open opportunities by source.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

DEALS BY STAGE

Number of opportunities by stage.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEADS BY SOURCE

Number of leads by source
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEADS BY STATUS

Number of leads by stage
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEADS

Number of leads over time.
Описание
Leads - As a general guideline, use Leads to store and track "untouched" people and/or companies. A good example of how Leads are typically used is to capture the interest of a prospect, like someone who comes to your website for information or someone that you met at a trade show. In this scenario an individual may appear in the system as multiple leads if that individual requested information from your website and spoke with someone at a tradeshow.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEADS CONVERTED

Number of converted leads over time.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEAD OWNERS

Leads owners ranked by number of leads.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LEAD SOURCES

Lead sources ranked by number of leads.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

CONTACTS

Total number of contacts.
Описание
Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

CONTACT OWNERS

Contact owners ranked by number of contacts.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

ACCOUNTS

Total number of accounts in the system.
Описание
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.
Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

ACCOUNT OWNERS

Account owners ranked by number of accounts.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

REGIONS

Accounts by region.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

OPEN DEALS

Total number of open opportunities in the system.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

PIPELINE VALUE

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

DEALS WON AND LOST

Won and lost opportunities tracked over time.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

DEALS WON

Total number of won opportunities with delta.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

DEALS LOST

Total number of lost opportunities with delta.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

TOP OPEN DEALS

Top open opportunities ranked by size.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

TOP CLOSED DEALS

Top won opportunities ranked by size.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

LATEST CLOSED DEALS

Last won opportunities (latest at the top).
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

BEST SALES REPS

Top sales representatives ranked by value of won deals.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

REVENUE

Company revenue over time.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

REVENUE BY SOURCE

Company revenue by source.
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

SALES BY LEAD SOURCE

Sales broken down by lead source
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

CUMULATIVE SALES

Cumulative sales for selected time period
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

NEW SALES

New sales for selected time period
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ

RENEWALS

Renewals in the selected period
ИСПОЛЬЗУЙТЕ ЭТУ МЕТРИКУ
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