4 Different Types of Salesforce Dashboards You Need To Use
Preparing and staying ahead of the game is the whole purpose of Salesforce. But there are some dashboards that you might not know about that can help you do this. Whether you want to check in on an individual salesperson’s successes or predict what your organization’s stats will look like tomorrow Salesforce can help you do that.
This dashboard looks into the numbers of completed sales activities for your sales team. It helps predict trends and see where individuals on your team are succeeding. As helpful as it can be, be careful to only use this dashboard as a guide. Looking further into why an individual’s numbers are lower may show you that the individual is still within your sales goals just approaching them differently.
Knowing your revenue created each month is a visual way to interpret your sales goals and how they’re stacking up. With this dashboard, you can set how you’re filtering each month like filtering the revenue by salespeople to see who created what revenue. This is information that can be turned around and used for improving performance to increase revenue and meet your year’s ROI goals.
Pro-Tip: “Pipeline By Owner”, is the variation that allows you to see “Closed Won Opportunities by Month” sorted by salespeople. It can be useful to see what teams are moving ahead and why and what teams are falling behind.
Looking at your sales pipeline as an overview as opposed to focusing in is what the “Long-Term Pipeline Trend” dashboard allows you to do. You can break down the information by “Historical Stages” to see where revenue picks up and declines over time. It does this by measuring the size of the pipeline at the beginning of the month to give you the most relevant information over time.
It cannot be stressed enough how important your sales funnel is (See: How To Fix Broken Salesforce Sales Funnels.) So it makes sense that seeing it in a visual form in Salesforce is just as important. Enabling this dashboard allows you to regularly check in on your funnel and see any inconsistencies or weaknesses. This allows you to be ready to fix these deficiencies quickly.
Keeping up with sales trends and revenue increases and decreases is a huge part of the reason to have Salesforce. With these dashboards, you can gain new insights that can be used to grow your organization even within unprecedented times.
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