Demo dashboards
What good Salesforce reporting looks like.
Three dashboards we typically build for sales teams. The numbers are invented, the structure is real. Hover over the charts and switch periods to explore.
Sales leadership
The Monday-morning view for a head of sales: how much is in the pipeline, how much we win and whether we are on target.
Questions it answers
- Do we have enough pipeline for next quarter?
- Where do deals stall?
- Are we winning more, and bigger, deals?
- Are we on track against monthly targets?
Demo dataChanges compared with the previous period.
Forecast & rep performance
How the quarter's forecast builds week by week, and which reps need help before it is too late.
Questions it answers
- Will we hit the quarter?
- How far apart are commit and best case?
- Which reps are behind on quota?
- Who has enough pipeline coverage?
| Rep | Quota attainment | Coverage | Status |
|---|
CRM data health
Is the data good enough to trust the other two dashboards, or to switch on AI features?
Questions it answers
- How many duplicates do we have?
- Which objects have empty key fields?
- Are we paying for unused licences?
- Is data quality improving month by month?
KPI definitions we start with
A dashboard is only useful when everyone agrees what each number means. These are the definitions we propose, then adapt to your process.
| KPI | Definition |
|---|---|
| Open pipeline | Sum of Amount on open opportunities with a close date in the period. |
| Win rate | Closed won ÷ (closed won + closed lost), by count, for opportunities closed in the period. |
| Average deal size | Total closed won amount ÷ number of closed won opportunities. |
| Sales cycle | Average days from opportunity created date to close date, closed won only. |
| Pipeline coverage | Open pipeline for the period ÷ remaining quota for the period. |
| Forecast accuracy | Closed won at quarter end ÷ commit forecast at week 4 of the quarter. |
| Data quality score | Weighted average of completeness, duplicate rate and stale records across key objects. |
Tell us what your Salesforce should be doing.
In a free 30-minute call we look at your org, your reports and your biggest headache. You leave with three concrete next steps, whether or not we work together.