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Sales KPI Dashboard 1.0

Free  

Never requires payment

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Business Need
Dashboards & Reports

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.

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited

App Details

Version
Sales KPI Dashboard 1.03/ 1.0.0
Listed On
08/18/2006
Latest Release
03/02/2022
Supported Features
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.
Lightning Ready
Editable Code
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0

Additional Details

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.