AgentExchange

Help & Support

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

Have Questions?

Sales Leaderboard

Track and Compare Sales Performance Across Your Team

Overview

Provides a comprehensive overview of your sales pipeline with key metrics and visualizations. Track team performance, monitor opportunities, and identify sales trends with an interactive leaderboard dashboard built on the Sales Insights Semantic Model.

1 of 2

  • Real-Time Performance Tracking - Monitor sales team performance with up-to-date metrics on opportunities, pipeline, and closed deals

  • Competitive Leaderboard View - Rank sales representatives by key metrics to drive healthy competition and recognize top performers

  • Pipeline Health Monitoring - Identify opportunities that need attention, including stuck deals, inactive opportunities, and approaching close dates

  • Forecast Visibility - Track forecast categories and pipeline coverage to ensure accurate revenue projections

  • Opportunity Insights - Analyze new opportunities, closed-won deals, lost opportunities, and next steps across the team

  • User Performance Drill-Down - Access detailed performance metrics for individual sales representatives to enable coaching and support

Track and Compare Sales Performance The Sales Leaderboard dashboard offers a comprehensive overview of your sales pipeline using the Sales Insights Semantic Model. It enables managers and representatives to monitor performance, identify trends, and drive competitive excellence. What's Included * Sales Leaderboard Dashboard: A comprehensive dashboard featuring 11 pre-built, interactive visualizations for tracking performance. * Key Visualizations: * Track opportunity amounts, close dates, and success rates. * Analyze forecasts, pipeline health, and new/lost opportunities. * Monitor progress with next steps, activity tracking, and open opportunity views. * Identify stuck deals needing attention and drill into representative performance. * Built on Sales Insights Semantic Model: Leverages pre-configured metrics and fields for consistent reporting.

Categories

Business Needs
Analytics
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Salesforce Labs

  • Analytics Adoption Metadata
    by Salesforce Labs
    Analytics assets linkage Dataset metadata Row counts in datasets
    Analytics

  • Multi-Org Security Summary
    by Salesforce Labs
    Analyze and manage security across all of your Salesforce Orgs. Multi-Org Security Summary gives you the ability to manage and support security settings across multiple environments natively on Salesforce.
    IT Management

  • Procurement
    by Salesforce Labs
    Procurement for AppExchange enables companies to standardize purchase requests, streamline purchasing processes, and gather data to support requests for preferred pricing from vendors.
    Finance

  • Checklist Manager
    by Salesforce Labs
    Checklist manager is a lightning component which is used to show a checklist (to-do list) of action items on any object record page.
    Feeds

  • Issue Box
    by Salesforce Labs
    Issue Box allows users to report issues along with critical session details. The user will add additional details about the error and, once saved, a Chatter alert will be sent to the admin.

  • Charity Commission Search
    by Salesforce Labs
    A simple flow to allow users to query the Charity Commission API and update their Account details with information found there. In addition a hyperlink on Account will then that the user to the relevant page on the Charity Commissions website.

  • Einstein Intent Assessor
    by Salesforce Labs
    This Einstein Analytics template helps you visualize the accuracy of you Einstein Language Intent Models. You can quickly identify specific labels and utterances your model is struggling to classify.
    Admin & Developer Tools

  • Marketing Cloud Engagement Journeys for Salesforce
    by Salesforce Labs
    View the journey a contact, lead, case, or account is in, directly from Marketing Cloud Engagement. Give visibility to your entire company on how your customers are being contacted and make the right decision at the right time
    Marketing

  • Recruiting Manager
    by Salesforce Labs
    Recruiting Manager for AppExchange offers a structured, consolidated way to track and manage the recruiting process, so organizations have easy access to information about openings, applicants, candidates, and hiring goals.
    Human Resources

  • Quick Add Junction Records
    by Salesforce Labs
    Users can add multiple records in one go to any Junction object with this component given that there is a junction object connecting two objects with a Master-detail relationship.
    Admin & Developer Tools