This dashboard page shows the information you need to run your weekly/monthly sales reviews.
It is composed of two main sections:
- Last Period Achievements
- Next Period Focus
Last Period Achievement
This DataViz shows the list of main achievements over the last period:
- Closed Opportunities: Lost & Won
- New Opportunities
Next Period Focus
This DataViz shows the list of main focus for the next period:
- Opportunities closing in the next period (including Overdue opportunities)
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]