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Sales KPI Dashboard 1.0

Free

Rating

(14)

Listed On

8/18/2006

Latest Release

3/15/2009

This Dashboard contains graphs to help you determine the efficiency of your operational business. The different components aggregate relevant sales key performance figures and help Sales Managers to take corrective actions where appropriate.

  • High Level overview of your Sales Operation
  • Determine the efficiency of your Sales Organisation
  • See who is generating business and identify areas where management support is needed
The Sales KPI Dashboard includes the following components:##- Closed Sales YTD (Year to Date)##- Closed Sales QTD (Quarter to Date)##- Closed Sales by Country##- Closed Sales by Industry##- New Business Pipeline##- Key Opportunities (Pipeline)##- Neglected Opportunities##- Top 10 Partner Opportunities##- Top 5 Sales Reps##- This Year vs Last Fiscal Year##- Existing vs New Customer Revenue##- Opportunities by Rep##- Win / Loss Ratio on Opportunities##- Lead Status##- Lead Source####Note I: Users of Internet Explorer 6.0 who want to download the pdf. files via https may experience some difficulties due to a known bug in Internet Explorer. Changing “https” to “http” will solve the problem. Alternatively, you can download the fix/patch at http://support.microsoft.com/?kbid=812935. Firefox users will not experience any issues.####Note II: when dowloading the dashboard to your org ensure that only the admin profile can access this application. Thus only the admin user can see the dashboard and has access to the relevant reports. Adjust your data where necessary (as needed) and deploy it to your user base when you finished customization.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Professional, Enterprise, Unlimited, and Performance EditionsProfessional & Up
  • View and edit this package’s code and metadataEditable Code

Contents of managed packages don't count against your org's app, tab, and object limits. Contents of unmanaged packages count against these limits, so check your org before installing.Package Contents

  • Custom Objects: 0
  • Custom Applications: 0
  • Custom Tabs: 0

Lightning components are building blocks for Salesforce apps. Use global components to build custom apps with tools like Lightning App Builder and Community Builder.Lightning Components

  • Global: 0
  • App Builder: 0
  • Community Builder: 0

Requirements

Other System Requirements
No additional system requirements

Support Support not provided

Support not provided

Additional Information

Package Name
Sales KPI Dashboard 1.03
Version
null / 1.0
First Release
8/18/2006
Latest Release
3/16/2009
Languages
Salesforce Labs

Salesforce Labs is a program that lets salesforce.com engineers, professional services staff and other employees share AppExchange apps they've created with the customer community. Inspired by employees' work with customers of all sizes and industries, these apps range from simple utilities to entire vertical solutions. Salesforce Labs apps are free to use, but are not official salesforce.com products, and should be considered community projects - these apps are not officially tested or documented. For help on any Salesforce Labs app please consult the Salesforce message boards - salesforce.com support is not available for these applications. Questions? Please visit https://success.salesforce.com/answers.

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