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Sales Analytics Home Dashboard
Start exploring Sales Analytics with an overview of top-level year-to-date key performance indicators (KPIs).
Required Editions
| User Permissions Needed | |
|---|---|
| To use CRM Analytics apps: | Use CRM Analytics Templated Apps |
| To use Sales Analytics: | Access Sales Cloud Analytics Templates and Apps |
| To create and manage CRM Analytics apps: | Manage CRM Analytics Templated Apps |
| Edit CRM Analytics Dataflows | |
Default Behavior and Recommended Options
Get an overview of your sales business for your current fiscal year, including comparisons to the previous year and the team’s progress against goals. Includes closed won, win rate, average deal amount, and average days in the sales cycle. Also, follow the links to see all the app’s other dashboards and KPIs. All KPIs are based on row visibility settings defined in the Opportunities dataset.
Customize the goal for each metric by editing the dashboard.
- With the dashboard open in CRM Analytics Studio, click the edit icon
to
open the designer. - Click the Goal widget.
- In the properties panel on the right, expand Breakpoints. Then change Max to the goal you want to use.
- Save the dashboard.
Wizard and Other Setup Options
Closed Won (1) and Avg Deal Amount (3) KPIs use amounts from the field selected for opportunity amount, wizard Page 5, Question 1. All other KPIs based on standard fields that can’t be changed.
Supports Opportunity Splits if the feature is enabled in your org. See Opportunity Splits.
Datasets Used
- Opportunities.
KPI Calculations
- Closed Won (1)
- Total (a). Total closed won year-to-date (YTD) based on Opportunity.IsWon = true.
- Comparison (b). (Total closed won YTD - Total closed won same time last year) / Total amount closed won YTD.
- Over time (c). Total closed won by month for past 3 years.
- Goal (d). Total closed won this year vs. last year.
- Win Rate (2)
- Total (a). Total won YTD / Total closed won or lost YTD.
- Comparison (b). (Win rate YTD - Win rate last YTD) / Win rate last YTD.
- Over time (c). Win rate by month for past 3 years.
- Goal (d). Total won YTD / Total closed won or lost YTD vs. same for last year.
- Avg Deal Amount (3)
- Total (a). Average amount for won deals YTD.
- Comparison (b). (Average amount for won deals YTD - Average amount for won deals last YTD) / Average amount for won deals last YTD.
- Over time (c). Average amount for won deals by month for past 3 years.
- Goal (d). Average deal size YTD vs. same for last year.
- Avg Days in Sales Cycle (4)
- Total (a). Average won opportunity (Opportunity CloseDate - CreatedDate) for YTD.
- Comparison (b). (Average cycle YTD - Average cycle last YTD) / Average cycle last YTD.
- Over time (c). Average days to complete (win) sales cycle each month for past 3 years.
- Goal (d). Average cycle YTD vs same for last year.
