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CloudAmp FREE Lead and Opportunity Dashboards
Better visibility into your Leads and Opportunities funnel = More Revenue
Overview
See your leads, opportunities and sales team performance in 3 simple and easy-to-understand dashboards. Spot pipeline trends faster to increase your sales and revenue.
See How CloudAmp FREE Lead and Opportunity Dashboards Works
LEAD MANAGEMENT DASHBOARD ✅ Lead dashboard shows creation and conversion trends and status by Day, Week, Month, as well as user and conversion percentage metrics.
OPPORTUNITY MANAGEMENT DASHBOARD ✅ Opportunity dashboard shows your funnel and revenue closed, including deals won and lost by owner, pipeline funnels by deal size and number, total pipeline amount and win rate %.
SALES TEAM & PIPELINE DASHBOARD ✅ Sales Team Management Dashboard shows opportunities open and closed by each sales representative / agent, your pipeline broken down by Rep, Stage and Close Date, and your opportunity Win Rate.
SUCCESS METRICS ✅ See your lead conversion % and opportunity close percentage / win rate, on a monthly and last 90 day basis.
QUICK WIN SETUP ✅ Great starting point - Quickest way to customize a set of marketing and sales dashboards Easy to use and customize to fit the needs of your organization.
NO COST TO YOU ✅ FREE app! And help is available if you need it. Save time and effort - the fastest way to gain insight on your data.
❌ No heavyweight app or custom objects - just native Salesforce dashboards and reports in folders. More than 25 Marketing and Sales Reports already built in Salesforce, ready for your customization.
✅ “Downloaded and customized in 30 minutes. Sales management loved it and I took all the credit for it!” -- Suzanne K.
✅ Quickly gain insights into your Salesforce sales data and solve management and team reporting requirements. Spot trends faster to increase your sales and revenue.
CloudAmp has developed our lead dashboard and opportunity dashboards over more than 20 years of using Salesforce to run sales and marketing organizations. Salesforce dashboards let you see at a glance how your business is doing, and see trends on a daily basis as the dashboards automatically update with live data. CloudAmp dashboards are a great starting point - quickly install, customize, and understand your Sales and Marketing in minutes. These Lead and Opportunity Dashboards are provided for free. Enjoy! If you like these dashboards, check out our Campaign Tracker, which shows you where your best leads came from -- with ad campaign, keyword and source data in your Salesforce leads. Lead Dashboard Leads by Day, Week, Month Leads by Status Leads by Creator Lead Conversion Rate Opportunity Dashboard Sales Team & Pipeline Dashboard Leads Created and Converted by Sales Representative Opportunities by Stage, Close Date and Rep Revenue Closed this Quarter Pipeline Funnel Opportunities Closed per Month (Won/Lost) Top 10 Open Opps Opportunity Win Rate Average Deal Size by Rep Activity tracking by Sales Rep And more...
Categories
- Business Needs
- Lead & Opportunity ManagementCampaign ManagementDashboards & Reports
- Industries
- Horizontal Product
- Personas
- Business Operations ManagerMarketerSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyPerson AccountsManaged PackageSalesforce Mobile