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Opportunity Accountability Dashboard

Overview

Sales Managers, this dashboard will allow you to stay on top of closing deals that might be a problem. Identify opportunities that are stuck or missing valuable information.

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  • Track the number of times an opportunity has been pushed from month to month.

  • Track closing opportunities that haven't been updated recently.

  • Highlight opportunities that might be missing important information.

With the Opportunity Accountability dashboard your sales team will be able to stay on top of every deal and close more business on time than ever before. Sales Managers will have more visibility into open opportunities and gain greater pipeline predictability. If your reps aren’t capturing data in key fields or have had an opportunity fall through the cracks due to poor time management, then install this dashboard today and get them back on track. With this dashboard, you can track: - The number of times a deal has been pushed from month to month. - Stuck and stale opportunities. - Closing opportunities without activities in a specific period of time. - Assess gaps in territory coverage. - Track opportunities that might be missing valuable information. Increase your adoption and pin-point problem areas so your reps get focused today.

Categories

Business Needs
Dashboards & Reports
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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