Sales KPI Dashboard 1.0
Overview
This Dashboard contains graphs to help you determine the efficiency of your operational business. The different components aggregate relevant sales key performance figures and help Sales Managers to take corrective actions where appropriate.
High Level overview of your Sales Operation
Determine the efficiency of your Sales Organisation
See who is generating business and identify areas where management support is needed
The Sales KPI Dashboard includes the following components: - Closed Sales YTD (Year to Date) - Closed Sales QTD (Quarter to Date) - Closed Sales by Country - Closed Sales by Industry - New Business Pipeline - Key Opportunities (Pipeline) - Neglected Opportunities - Top 10 Partner Opportunities - Top 5 Sales Reps - This Year vs Last Fiscal Year - Existing vs New Customer Revenue - Opportunities by Rep - Win / Loss Ratio on Opportunities - Lead Status - Lead Source Note I: Users of Internet Explorer 6.0 who want to download the pdf. files via https may experience some difficulties due to a known bug in Internet Explorer. Changing “https” to “http” will solve the problem. Alternatively, you can download the fix/patch at http://support.microsoft.com/?kbid=812935. Firefox users will not experience any issues. Note II: when dowloading the dashboard to your org ensure that only the admin profile can access this application. Thus only the admin user can see the dashboard and has access to the relevant reports. Adjust your data where necessary (as needed) and deploy it to your user base when you finished customization.
Categories
- Business Needs
- Dashboards & Reports
- FeaturesLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Editable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
- Lightning ReadyEditable Code