AgentExchange

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Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

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Lead and Opportunity Management Dashboards

Overview

  • Track open and closed opportunities for the Year/Quarter/Month

  • Maintain year over year or month over month closing trends

  • Understand and manage your inbound lead flow

Download these 2 free dashboards to wrap visibility around Lead flow and Opportunity Management. Lead Dashboards: Track lead counts, general status, ownership, source and conversion information. Opportunity Dashboards: Track closed business for Year/Quarter/Month. Track sales closing trends, win/loss ratios, top revenue generating accounts, industries and much more! Alternatively, you can bundle the Lead and Opportunity Management Dashboards with all other FREE Dashboards, by downloading the AppExchange Dashboard Pak. http://www.salesforce.com/appexchange/detail_overview.jsp?NavCode__c=&id=a0330000003gxJ1AAI

Categories

Business Needs
Dashboards & Reports
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Native App
Lightning Ready
Editable Code

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