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            Understand Key Metrics in Sales Workspace

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            Understand Key Metrics in Sales Workspace

            Use key metrics in Sales Workspace to see how you’re progressing toward your goals and where to focus next. Each metric gives you quick insight into quota progress, leads converted, and account engagement. Recommended actions help you turn these insights into results directly from your workspace.

            Required Editions

            Available in: Lightning Experience in Enterprise, Unlimited, and Agentforce 1 Sales editions with the Sales Foundation add-on.
            Note
            Note Metrics can take up to 12 hours to appear after Data Cloud is set up.
            Metrics Description Recommended Actions
            Quota Attainment Shows how much closed-won business you have against your quota for the current period and shows a revenue forecast based on expected revenue.
            • Consider opportunities with the close date in the next period that can help you hit quota in this period.
            • Review overdue opportunities without any activity in the last 14 days.
            Converted Leads Shows how many of your leads have converted into opportunities during the selected time period.
            • Follow up on idle leads that haven’t responded in the last 30 days to uncover new opportunities.
            • Reach out to leads that you haven’t contacted yet to uncover new opportunities.
            • Assign an agent to reach out leads that you haven’t contacted yet to increase your lead conversions.
            • Assign an agent to reach out leads that are waiting for follow up to re-engage for new opportunities.
            Active Accounts Shows how many of your assigned accounts have open opportunities in the pipeline closed-won opportunities this fiscal year. Re-engage accounts without any activity in the last 30 days to maintain relationships and open new opportunities.
             
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