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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

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Salesforce CRM Dashboards

Great dashboard pack to get you started.

Overview

Your one stop shop for GREAT example dashboards. Includes dashboards for Executives, Reps, Sales, Support and more. Checkout the Details Tab for more information.

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  • Gives you best-practices dashboards and reports for your sales, marketing, and service teams—straight out of the box.

  • Provides comprehensive insight into organization, team, and individual performance.

  • Increases the CRM adoption and effectiveness of your sales and service organizations.

With these CRM dashboards, your sales and service teams can stay on top of every deal or case, and close more business on time than ever before. Sales Managers will have more visibility into open opportunities and gain greater pipeline predictability. Dashboards and reports in this package are intended to provide you with a starting point to make reporting easier in your organization. See Dashboard Samples PDF file to learn more. The package includes the following dashboards and their source reports: Sales & Marketing Dashboards · Marketing Executive Dashboard · Sales Executive Dashboard · Sales Manager Dashboard · Salesperson Dashboard Customer Service Dashboards · Agent Supervisor Overview Dashboard · Service Executive Overview Dashboard · Service KPIs Dashboard This app is part of the Force™ Collection. You can see it here: https://sforce.co/33fkLT7

Categories

Business Needs
Analytics
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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