Salesforce is your automated CRM solution, and your sales team can’t seem to get enough of it. They want to be dialled into the latest opportunities, be aware of closing deals, and know the status of new leads. And most of all, your sales team wants the data to be in real-time and accessible whether they are in the office or on the go.
Why monitor a Salesforce Dashboard?
A Salesforce dashboard gives your sales team access to the most valuable and up-to-date data that they need. Sales teams rely on multiple sales data points, and having the best salesforce dashboard possible gives your team the ability to convert at a higher rate and be overall more successful. By understanding the top performing products and which opportunities are available, your sales team can use the salesforce dashboard to better serve and target key prospects.
Pre-built metrics for your Saleforce Dashboard
Here are some pre-built Salesforce Klips that you can add directly to your dashboard. Get your sales team started on monitoring the must-have metrics now!
The Salesforce Conversion Funnel metric gives your sales team insight into how prospects move down the sales/marketing funnel over the past 30 days.
Accounts by Country
This metric gives your sales team insight into where the majority of their accounts are held. Monitor the spread and focus in on high account number regions.
Accounts by Type
Track which type of accounts are bringing in sales.
Accounts by U.S. State
Monitor where the majority of your U.S. Salesforce accounts are held.
Leads This Month
Monitor your leads this month and see how the number compares to the previous month.
Open Opportunites (This Year)
Track your key metrics on open opportunities and always know what your sales potential is.
Open Opportunities by Stage
Focus in and monitor what stage all of your sales opportunities are in the sales cycle.
Revenue and Wins by Type
Identify and track the opportunities that are bringing in the most revenue and wins.
Sales This Month
Monitor your growth of sales and compare it with the previous three months.
Sales This Year
Monitor the total value of your sales for the current year.
Track your key sales conversions with this metric that combines your Salesforce and Google Analytics data. Dive into your sales data and examine average revenue per buyer, number of conversion events on site, new and returning customers, and more.
CAC with Xero (Last 30 Days)
There is a close relationship between sales and marketing. This Salesforce metric works with both departments, combining data from Xero and Salesforce to answer the question - what is the cost to acquire a new customer?
CAC with QuickBooks (Last 30 Days)
Mash up your Quickbooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
Leads vs Mentions
Add Salesforce data to your Talkwalker Klip and see the connection between web mentions and leads.
Marketing Funnel (Google Analytics & Salesforce)
Combine your Google Analytics and Salesforce data to create an accessible and easy to understand digital marketing funnel.
Relevant KPIs and metrics
- Sales Per Rep - Measure the performance of each of your sales teams or reps.
- Product Performance - Monitor your top performing products based on revenue generation.
- Sales Opportunities - Organize all your prospects based on opportunity value and success probability.
- Sales Target - Measure and compare current sales to a self-selected sales target or to past performance.
- Quote to Close - Measure the number of formal sales quotes sent compared to the number of deals closed
Want more sales metrics? Check out our our Integrations section.
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