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Lead and Opportunity Management Dashboards

By Salesforce Labs

Free  

Never requires payment

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Business Need
Dashboards & Reports

Install lead tracking and opportunity management dashboards instantly within your salesforce.com account. These dashboards only use standard fields and objects from within salesforce.com, therefore, there is no configuration to be done. A simple download.

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
4.17
Lifetime average
Showing 6 of 6 Reviews
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Nitzan Marinov
03/08/2022

Good to have this as a starting point for Lead & Opportunity Management Dashboards

not very relevant for our organisation but good as a starting point.

Support ICT
10/22/2021

Nice to have App

This App provides good en basic reports 1 2 standard Dahsboards (Leads and Opportunities), ideal when you start up with Sales Cloud. Off course some reports need to be personalised here and there.

Collin Mitchell
01/10/2014

Works Great!

Easy to install and easy to use!

Ariel Galik
08/06/2019

Hello. I have a problem with the installation. When I am trying to install the package I am logged in SalesForce Playground and when I am trying to install Lead and Opportunity Management Dashboards and I am clicking Get it Now (logged in Salesforce) System asking me to log in App Exchange. I am clicking open Login Screen than allow access and I am getting information that URL No Longer Exists. The same problem with all other dashboards etc. Any ideas? P.S I have created the second Playground and it is the same.

Sam Lopez
Ranger
04/15/2019

@Tripura, one of your reports has a "Leadsbysource" API name. Rename it (the API name) and you should be good to install it.

Tripura Kondabala
11/07/2018

Hello, I am trying to install in Sandbox and I am getting below error message This app can't be installed. There are problems that prevent this package from being installed. Duplicate Name The name "LeadDashboardFolder/LeadsbySource" is already used on component type: Report. Please rename existing component. Please let me know if you came across anything similar

Billy Planes
06/18/2013

pls help

I am trying to install and it says I am not an admin. I am and the only admin we have. I have installed 25 apps from the Ap Exchange. Is something wrong with this link?

Billy Planes
03/12/2015

I'm having this same problem! I'm trying to install to Production where I am Sys Admin.

Nicola Da Ponte
06/21/2013

If you are installing into a Sandbox, make sure you are Sys Admin in your Prod Org as well. It lately became a requirement.

Phil Walton
Double Star Ranger
MVP
Top Reviewer
05/22/2013

Easy to install, great stepping stone to other things!

Another good starting point for Admins who need to get a kick-start with some reports and dashboards. This App beat my record...from 'Get it now' to viewing my updated data in the dashboards in 85 seconds.

Deede Heard
11/15/2018

I wholeheartedly agree! While trying to get some initial dashboards set up for a new org, installing this app provided the company with great immediate information and a good foundation for additional reports.

This is an authentic product review, but the name of the reviewer isn't available.
04/06/2008

Support and Service Manager

This is a good product and could be adopted in many applications