
Opportunity ID
Account
Opportunity Owner
Opportunity Type
Opportunity Name
Stage
Open Flag
Won Flag
Created Date
(Estimated) Close Date
Amount
Probability (%)
- Nb of Open Opportunities
- Pipeline Value
- Weighted Pipeline Value
- Sales Cycle Length
- Sales Cycle Length (won)
- Sales Cycle Length (lost)
- Total Sales Value
- Win Rate
- Conversion Rate
- Nb of Opportunities
- Nb of Closed Opportunities
- Nb of Won Opportunities
- Nb of Lost Opportunities
- Total Closed Opportunities Amount
- Avg Deal Size (won)
- Avg Opportunity Size
- Nb of Accounts
- Nb of Owners
- Nb of Opp. per Account
- Nb of Opp. per Owner
- Nb of New Accounts
- Avg Probability
- Total Opp. Amount
- Sales Velocity
Detailed presentation of the SALESFORCE SALES PIPELINE dashboard
Your SALESFORCE SALES PIPELINE dashboard will contain 24 KPIs
- Nb of Open OpportunitiesTotal number of open opportunities
- Pipeline ValueTotal opportunity amount (for open opportunities)
- Weighted Pipeline ValueTotal opportunity amount weigthed by probability (for open opportunities)
- Sales Cycle LengthAverage duration (in days) between Created and Closed Date
- Sales Cycle Length (won)Average duration (in days) between Created and Closed Date for Won Opportunities
- Sales Cycle Length (lost)Average duration (in days) between Created and Closed Date for Lost Opportunities
- Total Sales ValueTotal amount for won opportunities
- Win RateShare of won opportunities (on total closed opportunities)
- Conversion RateWon volume on total closed opportunity volume
- Nb of OpportunitiesTotal number of opportunities
- Nb of Closed OpportunitiesTotal number of closed opportunities
- Nb of Won OpportunitiesTotal number of won opportunities
- Nb of Lost OpportunitiesTotal number of lost opportunities
- Total Closed Opportunities AmountTotal amount of lost opportunities
- Avg Deal Size (won)Average amount of won opportunities
- Avg Opportunity SizeAverage opportunity amount
- Nb of AccountsNumber of accounts having opportunities
- Nb of OwnersNumber of opportunity owners
- Nb of Opp. per AccountAverage Number of opportunities per Account
- Nb of Opp. per OwnerAverage Number of opportunities per Owner
- Nb of New AccountsNumber of New accounts (first time opportunity over the period)
- Avg ProbabilityAverage probability ratio
- Total Opp. AmountTotal opportunity amount (for all opportunities)
- Sales VelocitySales velocity is a measurement of how fast you are making money (you are bringing in roughly that much revenue each day): [Nb of Open Opp.] * [Avg Deal Size] * [Win Rate] / [Sales Cycle]
and 7 dashboard pages
Home
Cockpit
Sales Pipeline Cockpit
Sales Pipeline Analysis
Sales Pipeline Review
Sales Pipeline Review
Historical Performance
Creating your SALESFORCE SALES PIPELINE dashboard Step-by-Step
You want to get a clear understanding on your Salesforce Sales Pipeline results? You want to build a Tableau dashboard to better understand your Salesforce Sales Pipeline data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Salesforce Sales Pipeline data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Salesforce Sales Pipeline data (whether it comes from: ERP, database, Excel, CSV file...)
You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Salesforce Sales Pipeline' and upload your Tableau workbook (note: your data is NOT uploaded).
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Salesforce Sales Pipeline dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Salesforce Sales Pipeline dashboard is now ready to be used or customized!