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Sales Dashboard by GSP - Enterprise+
Enterprise+ Sales Dashboard delivers must-have visibility into pipeline.
Overview
Customizable, high-impact sales dashboard providing clear visibility into pipeline size, trends, quality, and performance. Note: Enable Historical Trending for Opportunities before installation to ensure accurate tracking and meaningful trend analysis.
See How Sales Dashboard by GSP - Enterprise+ Works
PIPELINE INSIGHTS ✔ Track opportunity size, stage, and owner across your entire team. ✔ Visualize pipeline shape and conversion trends to identify bottlenecks. ✔ Quickly identify the top 10 accounts by open pipeline value for focused engagement.
PERFORMANCE METRICS ✔ Monitor opportunity conversion by salesperson to gauge performance and coaching needs. ✔ Track Closed Won revenue and expected revenue against targets in real time. ✔ Measure deal size trends to optimize forecasts.
TREND & QUALITY ANALYTICS ✔ Analyze pipeline growth and fluctuations over time to predict future sales performance. ✔ Detect anomalies like frequent close-date changes to maintain a healthy pipeline. ✔ Monitor opportunity progression across stages.
This fully configurable dashboard and reports give salespeople and managers essential visibility into the pipeline and sales performance. Tailor components to your sales process, financial year, and team structure. Key metrics include Closed Won Revenue, Pipeline by Stage, Owner, and Created Date, Win Rate, Pipeline Funnel Shape, Top Accounts, Pipeline Quality, Short- & Long-Term Trends, Average Deal Size, Expected Revenue, Stage Movements, and Activities. Important: Enable Historical Trending for Opportunities before installation to support accurate short-term trend analysis.
Categories
- Business Needs
- SalesAnalyticsDashboards & Reports
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package
