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Preconfigured Sales Cloud Dashboards

Package of reports and dashboards designed to deliver actionable insights.

Overview

Install these preconfigured dashboards to give your executives, sales managers, sales reps, and other team members insights into the business.

1 of 6

  • Dashboards designed to help sales teams track their progress

  • Adjustable components that allow you to add your unique goals

  • Preconfigured dashboards and reports that are ready to use as soon as you download

These preconfigured dashboards give sales teams insights into how they are performing and empower them to stay on track to achieving their business goals. The Executive Sponsor dashboard tracks company revenue and performance. The dashboard for sales managers tracks team performance and revenue. The “Clean Your Room” dashboard for sales people gives insights into performance and calls attention to any deals that are at risk. And the Key Performance Indicators dashboard gives anyone at your company a high-level view of overall performance.

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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