You are here:
Sales Analytics Dashboard Guide
Sales Analytics includes prebuilt dashboard to meet the needs of everyone on the team. Sales executives, managers, and representatives as well as the operations staff all have instant access to the KPIs they need to manage the sales business.
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 | |
Note The dashboards included in Sales Analytics differ depending on how you answer
configuration wizard questions when you create the app.
General Purpose and Embedded Dashboards
Dashboards for Sales Managers
Dashboards for Sales Representatives
Dashboards for Sales Executives
Dashboards for Sales Operations
- Sales Analytics Home Dashboard
Start exploring Sales Analytics with an overview of top-level year-to-date key performance indicators (KPIs). - Sales Analytics Account Dashboard (Embedded)
Get a snapshot of an account, including its average sales cycle, opportunity amount, and win rate. The dashboard is intended for use when embedded in a Salesforce account or opportunity page. - Sales Analytics Opportunity Dashboard (Embedded)
Get a summary of an opportunity. You embed the dashboard in a Salesforce opportunity page. - Sales Analytics Sales Overview Home (Embedded)
Designed to be embedded in the Lightning Home page, the dashboard lets sales reps see their KPIs the second they log into Salesforce. They can also quickly access the Sales Analytics dashboards that matter most to them. - Sales Analytics Forecast Dashboard
View quota attainment and forecast for each member of the team, and fine-tune the forecast by reviewing opportunities by stage in a selected period. - Sales Analytics Leaderboard Dashboard
Gives sales leaders an overview of team and individual rep performance, including quota attainment, pipe coverage, bookings, pipe generation, closed won business, average sales cycle time, and sales activities. - Sales Analytics Team Activities Dashboard
See what your team’s been doing to keep on top of opportunities. Look at their total, completed, and overdue tasks and review each member’s calls, events, emails, and tasks. - Sales Analytics Team Benchmark Dashboard
Shows a ranking of sales rep results across your team’s KPIs, such as closed won deals, best case, and average deal size. Also shows each rep’s performance against team average. - Sales Analytics Trending Dashboards
View company, team, and pipeline changes for a given period, including beginning and end values of the pipe as well as what’s moved in and out. - Sales Analytics Team Whitespace Dashboard
Use this dashboard to uncover resell and upsell opportunities by viewing whitespace. Whitespace means accounts that you can revisit to create business. - Sales Analytics Sales Rep Accounts Dashboard
A snapshot of opportunity, case, and activity trends to help sales reps stay on top of all their accounts. - Sales Analytics Sales Rep Overview Dashboard
Sales reps: start here to see the status of opportunities you own and get ideas for the quickest ways to make quota. Review quota attainment, bookings, and pipeline for a given time period. Also uncover key opportunities for accelerating deal closing and review the number of activities you’ve completed in the selected period. - Sales Analytics Executive Overview – Pipeline Performance Dashboard
Sales executives get instant pipeline status. You can view the current amount in the pipe, comparison to the previous period, projected closing, and top deals by lead source, product, account, and region. Also get top-level views of sales and service performance. - Sales Analytics Executive Overview – Sales Performance Dashboard
Sales executives get instant insight into closed business and quickly recognize trends. See bookings for the period, changes from previous period, as well as win rate, lead conversion rate, and top deals. Also see top-level views of pipeline and service business. - Sales Analytics Executive Service Performance
Sales executives get instant insight into customer service performance. See average case duration for a selected period compared with previous periods and case duration by account, service channel, and geography. - Sales Analytics Company Overview Dashboard
Intended to give sales leaders and operations staff high in the corporate hierarchy an overview of the sales business and operations. - Sales Analytics Lead Analysis Dashboard
Boost operational efficiency by taking a close look at your team’s lead conversions. Quickly identify leads that convert the most quickly and visualize the team’s conversion rate. And get a view into top leads by source and region. - Sales Analytics Sales Performance Dashboard (Operations)
Sales leaders: Drill into your closed business by geography, account, product, source, or other criteria to get a 360-degree view of the team’s operational efficiency. - Sales Analytics Sales Stage Analysis Dashboard
Shows how deals move through stages of the sales process and if deals are moving smoothly. Also reveals bottlenecks and exposes at-risk opportunities.
Did this article solve your issue?
Let us know so we can improve!
