AgentExchange

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?

CRM Apps Lab™ Sales Target Dashboard in Salesforce

Target Dashboard to track a user's target against their sales and pipeline

Overview

See How CRM Apps Lab™ Sales Target Dashboard in Salesforce Works

  • 6 fields to make a Target Dashboard in Salesforce

  • 1 report to make a Target Dashboard in Salesforce

  • 1 dashboard is all it takes to have a Target Dashboard in Salesforce

Watch the short video to see how to build a target dashboard in salesforce using the fields, report and dashboard provided in the app. Towards the end of the video, Matthew gives you the PASSWORD that's required to install this app. This app is unmanaged and unlicensed, so you can make changes to any of the information included in the app and do not need to allocate licenses for users to be able to interact with this.

Categories

Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

More from CRM.Team™

  • by CRM.Team™
    Successful businesses with growth & tangible value operate with efficient & professional systems.####Everyone at CRM.Team is trained on helping you maximize the value you get from Salesforce by systemizing so you can grow faster & become more efficient.
  • by CRM.Team™
    No Ratings
    Recurring Cases automatically creates new cases any number of days after a case is opened, closed or on any other date you choose. Cases recur until you decide to stop by removing the recurrence.
  • by CRM.Team™
    Product code roll-up makes product codes from opportunity line items available in a text field on Opportunity so you can use them in filters and search. Document merge applications can also use this data to pull in documents relating to line items.
  • by CRM.Team™
    It's frustrating when your users see only a subject line and no detail about an activity without clicking through. Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.
  • by CRM.Team™
    No Ratings
    Product code roll-up for quotes makes product codes from quote line items available in a text field on Quotes so you can use them in filters. Document merge applications can also use this data to pull in documents relating to line items.
  • by CRM.Team™
    Analysis, automations and alerts to help Admins streamline their management of Salesforce Users, gaining valuable insights on how to improve adoption and utilization of their licenses.
  • by CRM.Team™
    No Ratings
    It can be frustrating that there are no direct mappings from Lead fields to Account/Contact Standard fields on Lead Conversion. This simple app maps Lead Source to Account Source and Lead Birthdate and Department to Contact standard fields.
  • by CRM.Team™
    Touch Contacts makes it easier for email marketing integrations to work properly when Contacts should be refreshed when Accounts are edited. Whenever an Account record is edited, updates (but no changes) are made to associated Contact records too.
  • by CRM.Team™
    * Quickly see the live local time and time zone id of any lead, account or contact * Beautiful Lightning Components show your & their time side-by-side * ISO8601-compliant week numbering * Formula fields allow you to use the time in list views and reports
  • by CRM.Team™
    Select an object, review the number of records to refresh, then quickly update (edit/save) them all! Ideal for back-filling data when using workflows or processes. Perfect to trigger mass syncs to external integrations. The simplest way to bulk update.