Business dashboard template: SALESFORCE SALES PIPELINE

dashboard template for tableau on ERP & CRM Salesforce Salesforce Sales Pipeline cockpit

Providea workbookcontaining at least12 attributes

Geta ready-to-use,best-in-marketSALESFORCE SALES PIPELINE dashboard

Salesforce Sales Pipeline Home

Get a Home Page for your Salesforce Sales Pipeline dashboard

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 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?

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?

12 required attributes

Opportunity ID
Account
Opportunity Owner
Opportunity Type
Opportunity Name
Stage
Open Flag
Won Flag
Created Date
(Estimated) Close Date
Amount
Probability (%)
...add your own attributes!

7 dashboard pages

Required Attributes

To get your Salesforce Sales Pipeline dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

Opportunity ID Opportunity Unique Identifier [Opportunities.Opportunity ID]
Account Customer/Prospect [Account.Account Name]
Opportunity Owner Owner of the opportunity [Opportunities.Opportunity Owner]
Opportunity Type Type of Opportunity [Opportunities.Opportunity Type]
Opportunity Name Opportunity Name [Opportunities.Opportunity Name]
Stage Opportunity 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 Date Opportunity Creation Date [Opportunities.Created Date]
(Estimated) Close Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date [Opportunities.Close Date] (Date used for time-series analysis)
Amount Opportunity Amount [Opportunities.Amount]
Probability (%) Probability to win the opportunity (50 stands for 50%) [Opportunities.Probabilities (%)]

KPIs

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
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]
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

Dashboard Pages & Data Visualizations

Your Salesforce Sales Pipeline dashboard will contain 7 pages

Home

Salesforce Sales Pipeline Home

Get a Home Page for your Salesforce Sales Pipeline dashboard

Cockpit

Sales Pipeline Cockpit

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

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

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

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

Pipeline Detail

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

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!

Salesforce Sales Pipeline dashboard Live Demo

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):

Opportunity ID Opportunity Unique Identifier [Opportunities.Opportunity ID]
Account Customer/Prospect [Account.Account Name]
Opportunity Owner Owner of the opportunity [Opportunities.Opportunity Owner]
Opportunity Type Type of Opportunity [Opportunities.Opportunity Type]
Opportunity Name Opportunity Name [Opportunities.Opportunity Name]
Stage Opportunity 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 Date Opportunity Creation Date [Opportunities.Created Date]
(Estimated) Close Date Actual Closed Date is the opportunity is Closed, else Estimated Close Date [Opportunities.Close Date] (Date used for time-series analysis)
Amount Opportunity Amount [Opportunities.Amount]
Probability (%) Probability to win the opportunity (50 stands for 50%) [Opportunities.Probabilities (%)]

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).

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