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Clean Your Room! Dashboard

Inspire your Sales Team with a weekly pipeline "housekeeping" dashboard

Overview

Playing on the competitive nature of salespeople, this is one leaderboard that your reps will NOT want to be listed on. Displays deals that have been "pushed" multiple times, deals without recent activity and deals missing key data.

1 of 2

  • Sales Dashboard

  • Clean Your Room

  • Opportunity Cleanup

Inspire your Sales Team with a weekly pipeline "housekeeping" dashboard. Playing on the competitive nature of salespeople, this is one leaderboard that your reps will NOT want to be listed on. Uses a push counter trigger to determine how many times an opportunity has been pushed forward to close in a different month. Details opportunities that are set to close in the current month, however have not had any recent activity as well as account with no activity at all. Finally, lists Opportunities that are missing key data elements, such as Next Steps, Products and Partners. Fully customizable to support your unique needs. This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7

Categories

Business Needs
Dashboards & Reports
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
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.
Native App
Lightning Ready
Editable Code

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