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High Five by Red Argyle

5 Fields Your Salesforce Instance Must Have

Partner of the Year
Free  

Never requires payment

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Business Need
Dashboards & Reports

Give your Sales people the analytics they crave right from the Account Record! This app has the 5 key fields that will open up Opportunity statistics from an Account, along with 4 reports that take advantage of these fields.

  • How to install High Five!

Compatibility

Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
This application requires 4 Rollup/Summary fields on the Account object. If you do not have enough remaining fields (default is 10 total). Advanced Currency Management is not supported.

App Details

Version
High Five/Super Duper Extreme Beta Version of Excellence 1.2.0
Listed On
05/14/2013
Latest Release
03/03/2022
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.2.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/13/2013

Additional Details

This app has two things in it: #1 - Five fields that improve Opportunity Visibility. Date of last Won deal, Count of Opportunities, Count of Won Opportunities, Total Value of Won Opportunities, and Win Percentage. These are added to the account object, enabling quick visibility into these key sales metrics. Which means your sales people can view from the Account record- meaning they are more productive without clicking through screens of reports. #2 - Four reports that capitalize on these new metrics. Top 25 Accounts, Neglected Accounts, Repeat Customers, and Winningist Accounts. These are the foundation for great analytics. This app gives you the building blocks you need to start providing great sales analytics. With High Five by Red Argyle the sky is the limit, your sales people will have greater visibility into sales data and you can watch the high fives fly!

Need help?

Red Argyle

Canandaigua, NY, USA

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