dashboard page template for tableau on Salesforce Sales Cloud Salesforce Sales Pipeline Sales Pipeline Analysis data visualization dataviz

 

Presentation

This dashboard page shows an overview of your Sales Pipeline, at the level of detail of your choice.

A time bucket (one per column) is created based on the duration until the opportunity estimated date:

  • Overdue: All open opportunities where the estimated close date is in the past
  • 0-30 days: All open opportunities for which the estimated close date is within the next 30 days
  • 1-3 months: All open opportunities for which the estimated close date is within 30 to 60 days
  • 3-6 months: All open opportunities for which the estimated close date is within 60 to 120 days
  • >6 months: All open opportunities for which the estimated close date is above 120 days

At the top, you can visualize the Weighted Pipeline Value across time bucket.

Below, for each time bucket, you can see the following information split by the level of detail of your choice (pick up the level of detail you want):

  • Nb of Open Opportunities
  • Pipeline Value (colored by Opportunity Type)
  • The detail at opportunity level: each circle is an opportunity. The opportunities at the right are the biggest one (based on Pipeline Value). A mouse move over a circle will provide the detail of the opportunity

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Salesforce Sales Pipeline dashboard, you will be able to select the following dimensions:

  • Opportunity IDOpportunity Unique Identifier [Opportunities.Opportunity ID]
  • AccountCustomer/Prospect [Account.Account Name]
  • Opportunity OwnerOwner of the opportunity [Opportunities.Opportunity Owner]
  • Opportunity TypeType of Opportunity [Opportunities.Opportunity Type]
  • Opportunity NameOpportunity Name [Opportunities.Opportunity Name]
  • StageOpportunity Stage [Opportunities.Stage]
  • Open Flag"Y" if the opportunity is Open [if [Opportunities.Closed] then "N" else "Y" end]
  • Won Flag"Y" if the opportunity is Closed and Won [if [Opportunities.Won] then "Y" else "N" end]
  • Created DateOpportunity Creation Date [Opportunities.Created Date]
  • (Estimated) Close DateActual Closed Date is the opportunity is Closed, else Estimated Close Date [Opportunities.Close Date]

 

Filter on Date

This data visualization comes with a filter on the Date value. This feature enables you to focus on the period you are interested in.

You can filter dates at multiple levels: Day, Week, Month, Quarter or Year.

 

Filter your data

This data visualization comes with four top filters:

In your Salesforce Sales Pipeline dashboard, you will be able to filter on:

  • AccountCustomer/Prospect [Account.Account Name]
  • Opportunity OwnerOwner of the opportunity [Opportunities.Opportunity Owner]
  • Opportunity TypeType of Opportunity [Opportunities.Opportunity Type]
  • StageOpportunity Stage [Opportunities.Stage]

Other DataViz in "Salesforce Sales Pipeline" Pack

Home

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Cockpit

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This cockpit provides insightful information on your Sales Pipeline (Weighted Pipeline, Open Opportunities...): What is the size of our Sales Pipeline? What was our ability to convert opportunities? What is the size of our Sales Pipeline: Overdue, Short, Mid and Long Term? Which opportunities do we have in our Sales Pipeline?

Sales Pipeline Analysis

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This dashboard page provides you with insightful information on your Sales Pipeline KPIs at the level of detail of your choice: How is our Sales Pipeline composed?

Conversion Analysis

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Get a better understanding of the drivers behind conversions: Which opportunities do we win the most? Which opportunities do we convert the most? Which factors drive our ability to convert opportunities?

Sales Pipeline Review

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Support your weekly/monthly sales reviews with tangible facts & figures: Which achievements have been done over the last period? Where to focus on following period?

Historical Performance

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Visualize your ability to close deals over time (Won/Lost Rate, Conversion Rate...): How has our ability to convert opportunities evolved?

Pipeline Detail

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Details of all your opportunities: What are the opportunities that make up our Sales Pipeline?

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