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Sales History Advanced Dashboard

Powerful analytics to help you understand your sales cycles.

Lifetime average
4
Showing 6 of 6 Reviews
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Layla House

Great starting point!

This dashboard is a great starting point for more in-depth reports of your own. Great but simple use of formulas in reports and filters in the dash. I'm really glad I downloaded it and have made several new reports by altering what is included. Thanks!

Ilya Shcharbitski
Double Star Ranger

Great dashboard

I think there is more in potential for this app but this dashboard is small and good to follow.

Phil Walton
Double Star Ranger
MVP
Top Reviewer

A nice intro to Sales reporting - Not a game changer but a good start!

Ok if you are a multinational sales company this will keep your Heads happy for the first month, but after that you will need to customize new reports. But its a lot easier to customize when you have a starting point already. And this is it! Users/Managers can find it difficult to describe what output they need, but show them a starting point and its easy to say, 'I need that, but with x added, or summarized by y, etc. Not a game changer but a good start!

Johan Yu
Five Star Ranger
MVP

good for starting

I think this dashboard provide good and basic samples of what dashboard and chart / report user can build in Salesforce.com, within sales operation or others subject.

Alba Cheverez

???

Maybe I don't understand how the dashboards/reports work. But, I didn't find any of the dashboards helpful. for Example, one report/dashboard is "Total amount won opps vs # of opps" and I can't tell what are the # of opportunties being taken into consideration? All opened? by Sales Person? Its unfortunate that this app does not provide any support.

Denis Horgan
Ranger
08/12/2011

Just click on the Dashboard to see the underlying reports and its criteria.

Easy to use sales dashboards

Tested on sandbox i'll deploy it to production very soon

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MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
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Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead