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

 

Presentation

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]

Other DataViz in "Salesforce Sales Pipeline" Pack

Home

Salesforce Sales Pipeline Home

Salesforce Sales Pipeline Home
Salesforce Sales Pipeline Home Salesforce Sales Pipeline Home
Get a Home Page for your Salesforce Sales Pipeline dashboard

Cockpit

Sales Pipeline Cockpit

Sales Pipeline Cockpit
Sales Pipeline Cockpit Sales Pipeline Cockpit
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

Sales Pipeline Analysis
Sales Pipeline Analysis Sales Pipeline Analysis
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

Conversion Analysis
Conversion Analysis Conversion Analysis
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

Sales Pipeline Review

Sales Pipeline Review
Sales Pipeline Review Sales Pipeline Review
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

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

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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