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Sales Insights Dashboards
Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle. Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.
Required Editions
| Available in: Lightning Experience |
| Available with Sales with the Agentforce for Sales Add-on license in: Enterprise, Performance, and Unlimited Editions and Agentforce 1 Edition in: Performance and Unlimited Editions. |
- Sales Insights Sales Performance
The Sales Insights Sales Performance tab shows how your sales are trending over time. Compare by team member, month, or quarter to see whether sales are trending up or down. - Sales Insights Leaderboard
Get all the details you need for sales success from the Sales Leaderboard. You can see how your team is performing, which opportunities are stuck, and overdue activities. At a glance, you quickly understand your top open opportunities, the most recent opportunity changes, and the opportunities that need attention. - Sales Insights Team Performance
Quickly identify opportunities for managers to coach or representatives to work on performance. See details, such as the average win rate, open pipeline, activities completed, or quota attainment for Sales Insights with Forecasting. You can select four KPIs to compare side-by-side at a time. - Sales Insights Historical Trend - Forecast
The Historical Trend - Forecast dashboard provides a comprehensive view of your forecast performance, pipeline health, and revenue opportunities over time. Use the Historical Trend - Forecast dashboard to track forecast accuracy, monitor pipeline velocity, identify at-risk deals, and analyze revenue upside potential. - Sales Insights Sales Stage Progression
Sales Stage Progression shows how deals move through stages of the sales process and if deals are moving smoothly. It also reveals bottlenecks and exposes at-risk opportunities. - Sales Insights Sales Stage Conversion
Dive into the details of your pipeline using stage conversion analysis. You can answer questions such as what percentage of the pipeline progressed beyond each stage in a time period. You can see what percentage of pipeline progressed to close from this stage on the same day of this last period. You can understand what is the average conversion rate for open opportunities for the selected stage. - Sales Insights Lead Analysis
Use the Lead Analysis dashboard to better understand your lead conversion rate, where your leads are coming from, how quickly the leads are converting, and which activities are generating opportunities.
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