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            Sales Analytics Sales Rep Overview Dashboard

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            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.

            Default Behavior and Recommended Options

            The top chart (1) shows deal closings over time by all forecast categories. Change the Forecast Category filter (2) to Best Case, Commit, or another category to get ideas for the quickest path to making your quota.

            The Areas to Focus on to Close More Deals chart (3) opens to all sales stages. Select one or more sales stages from the filter (4) to view top open deals and neglected opportunities that can help you hit quota.

            The dashboard shows accounts where you’re the named owner.

            Wizard and Other Setup Options

            Quotas. Dashboard automatically includes quota information from Sales Cloud Collaborative Forecasts Quotas if your org uses this feature. If it does not, you can manually upload quotas data into the app from an external tool as a CSV file.

            Opportunity amounts. In wizard page 6, question 1: If you select a custom field that’s tracked historically, the dashboard shows this-week-versus-last-week comparisons.Sales Analytics wizard total amount of produc question

            Neglected opportunities (5). Determined by a flag with the threshold of 60 days in the Sales Analytics dataflow. Choose your own threshold by using the Dataflow Editor to change the value.

            Account bar chart (6). To see amounts, your org needs to use the standard Accounts object Annual Revenue field.

            Datasets Used

            • Opportunities
            • Opportunity Splits (if you add Opportunity Splits to the app on the wizard page that lets you add objects)
            • Quota

            KPI Calculations

            Main Chart

            • Closed Won. Total amount closed won for selected period. Can include future closed opportunities.
            • Open Pipe. Total open pipeline amount for selected period.
            • Activities Completed. Number of activities completed in selected period.

            Widgets at Bottom

            • Top Open Deals. Open opportunities set to close in the selected period ordered by amount.
            • Neglected Opportunities. Open opportunities set to close in selected period with no activities (tasks/events) or record updates in the past 60 days. Can change number of days by editing the Sales Analytics dataflow.
            • Accounts with no opportunities. Accounts ordered by annual revenue that have zero opportunities.
             
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