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GSP Sales Dashboard - Enterprise+

Free

Rating

(11)

Listed On

1/6/2017

Latest Release

3/5/2018

Awesome Pipeline and Sales Performance Visibility for Enterprise+

Fully customizable, high impact sales dashboard that gives tremendous visibility of the size, trend and quality of the sales pipeline and sales performance. ####***Ensure Historical Trending is enabled for Opportunities before installing dashboard***

  • Beautifully configured sales performance and pipeline visibility dashboard.
  • All charts and reports fully customizable.
  • Includes pipeline quality metrics to enable managers to assess pipeline health.
**Note: For Enterprise Edition and upwards. Please use the GSP Sales Dashboard Professional Edition if you are not using Enterprise Edition**####Dashboard and underlying reports that give salespeople and managers the essential visibility they need of the sales pipeline and sales performance.####All elements are fully configurable and can be tailored to your specific sales process, financial year and sales team structure.####Dashboard components include:##- Closed Won Revenue This Financial Year##- Pipeline by Opportunity Stage and Close Date##- Pipeline by Owner and Close Date##- Opportunity Conversion (Win Rate) by salesperson##- Pipeline Funnel Shape##- Top 10 Accounts by Open Pipeline##- Pipeline Quality Metrics (incl Close Date change counts)##- Short Term Pipeline Trend##- Long Term Pipeline Trend##- Average Deal Size##- Pipeline by Created Date##- Expected Revenue##- Opportunity Stage Movement##- Activities by Salesperson.####Remember to enable Historical Trending for Opportunities before installing the dashboard. This is required for the Short Term Trend In Pipeline Size chart and report. Enable this by searching for Historical Trending in the setup Quick Find search box.

Highlights

  • Optimized for Lightning ExperienceLightning Ready
  • Compatible with Enterprise, Unlimited, Developer, and Performance EditionsEnterprise & Up
  • Apps, tabs, and objects in this package don't count against org limitsNo Limits

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
Historical Trending on Opportunities must be enabled prior to installing the dashboard. This is required for the Short Term Pipeline Trend chart.

Support Get in touch for any issues installing the dashboard or its components and for further business-specific customization.

+44 203 280 3665

Additional Information

Package Name
V1 GSP Sales Cloud Dashboard - Enterprise
Version
V1 GSP Sales Cloud Dashboard - Enterprise / 1.6.0
First Release
1/6/2017
Latest Release
3/5/2018
Gary Smith Partnership
London, UK
Founded
2014
Phone
+44 203 280 3665

Salesforce and sales enablement consultants specializing in sales and marketing alignment. We offer a range of free salesforce apps. We also provide salesforce and sales enablement consulting services. Visit our website for full details.

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