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Clean Your Room! Dashboard

By Salesforce Labs

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

Free  

Never requires payment

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Business Need
Dashboards & Reports

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.

Compatibility

Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
Package contains 9 reports, 1 dashboard, 1 custom field, 1 trigger and its associated test class.

App Details

Version
Clean Your Room/2019 1.3.0
Listed On
02/12/2014
Latest Release
01/09/2023
Supported 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
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.
1.3.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/19/2020

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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