Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Sales Dashboard by GSP - Enterprise+
Enterprise+ Sales Dashboard delivers must-have visibility into pipeline.
- Business Need
- SalesAnalyticsDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales Cloud
Customizable, high-impact sales dashboard providing clear visibility into pipeline size, trends, quality, and performance. Note: Enable Historical Trending for Opportunities before installation to ensure accurate tracking and meaningful trend analysis.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 30 Reviews
install error Invalid Report Type
Unfortunately is throwing installation errors Report(GSP_Sales_Reports/Short_Term_Pipeline_Trends) invalid report type GSP_Sales_Reports/Short_Term_Pipeline_Trends: invalid report type
EASY
This is a comprehensive framework. make sure your pipeline is clean. Works like magic
Easy to deploy and use
Gives all the key metrics you will need to understand your sales pipeline
Clear KPI- fast overview-
The autogenerated dashboard hits most of the critical points used in the sales analysis. The reporting behind the dashboards is concise and efficient.
Easy to Deploy and Powerful!
Our small company is still new to Salesforce (1 year as of this post) and there is so much we can do that it can be overwhelming to deploy everything SF has to offer. Setting up individualized, meaningful dashboards for our 8 person sales team + 1 sales manager is one of the tasks we had since day 1...but doing so was daunting. Sure, making reports is easy in SF but just because a report is easy to build doesn't mean it is meaningful to the sales team...and who wants another "TPS report" ;) After finding / downloading GSP Sales Dashboard we went from nothing to fully deployed, individual dashboards for each sales engineer in
Terrific dashboard
This has really opened up to us our funnel and helped us increase discipline in the sales team.
Very helpful in reviewing weighted pipeline
Gary helped us review our weighted pipeline and look for easy ways to improve the data quality so that we have a better forecast of future revenue. He was kind and insightful.
Gary's reports and his knowledge has been unreal!
I've been using the standard reports from Gary's site for a while now and never found time to take him up on his offer of a quick chat. Finally did and was worth every minute, genuinely nice guy and the extent of his knowledge is vast. Fine tuned the already vast templates to fit my business needs more, would highly recommend setting aside 30 minutes.
Great way to increase your sales!
We implemented these dashboards then had a quick training for our users. They seemed to understand the value of these metrics right away. It's nice that users can see things like their close rate and activities. But the real value has been putting their leads & opps front and center and making sure nothing is missed. Simply giving this visibility has increased sales immediately. Additionally, I was able to have a consultation with Gary where he provided great value. I've worked with many developers. They all know how to code and adjust pages, but Gary is the only one that actually understood SALES. This makes all the difference for a sales organization. I will continue to work with GSP in the future.
Excellent!
Easy to download, many new reports to choose from. Excellent data! Thank you.
Hi Davida, please enable Historical Trending for Opportunities within setup. (Please note, the dashboard requires Enterprise or upwards editions of Salesforce). Gary