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Sales team performance dashboard for Salesforce

Salesforce sales team performance dashboard template for Looker Studio

Use the Looker Studio Sales team performance dashboard template to visualize Salesforce metrics. Follow the in-template instructions to duplicate it and connect your Salesforce data for insights into won/lost opportunities and task analytics.

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Quick overview of the Salesforce sales team performance dashboard

Compare sales rep performance

Analyze the number of won opportunities by opportunity size to identify top performers and areas for improvement.

Measure team effectiveness

Calculate the win rate to set benchmarks, track progress, and motivate your sales team toward better performance.

Identify reasons for lost deals

Evaluate the number of lost opportunities to spot patterns and refine your sales tactics for improved closure rates.

Visualize key sales metrics

Gain a comprehensive view of your sales performance in a single dashboard, making it easier to get insights and support your data-driven decisions.

Acquire peace of mind with the interactive Sales team performance dashboard for Salesforce

Ready-to-use analytical tool

Start tracking sales performance metrics easily. Follow simple in-template instructions to connect the Looker Studio Sales team performance dashboard to your Salesforce account.

Automated data refresh

Keep your dashboard updated with the latest Salesforce data. Set the refresh frequency to your preference, ensuring you always have the most recent insights at your fingertips.

White-label template

Adjust metrics, visuals, and more to personalize the dashboard to match your brand. Effortlessly share sales performance insights with your team and stakeholders.

Metrics you can track with the Sales team performance dashboard for Salesforce

Won amount

The won amount shows the total revenue generated from successfully closed deals. You can use this metric to gauge your sales performance and identify periods of high revenue generation, aiding in strategic planning and forecasting.

Won opportunities

Won opportunities indicate the number of deals closed successfully. This metric helps you track your team's success rate and identify top performers, enabling you to allocate resources and set realistic sales targets.

Lost amount

The lost amount represents the potential revenue from deals that were not closed. You can use this metric to understand the financial impact of missed opportunities and refine your sales strategies to minimize future losses.

Lost opportunities

Lost opportunities count the number of deals that were not successfully closed. Tracking this metric helps you identify patterns or reasons for lost deals, allowing you to adjust your approach and improve your closing techniques.

Win rate

Win rate calculates the percentage of deals won out of the total opportunities. This metric is crucial for evaluating your sales team's effectiveness and setting benchmarks for future performance improvements.

Closed tasks

Closed tasks show the number of tasks your sales team has completed. You can use this metric to assess productivity, track progress on specific objectives, and ensure tasks are efficiently managed and executed.

Open tasks

Open tasks indicate the number of tasks that are still pending. You can use this metric to monitor workload, identify potential bottlenecks, and ensure that tasks are addressed in a timely manner.

Median closed task age (days)

Median closed task age measures the average time it takes to complete tasks. You can use this metric to evaluate task management efficiency and implement strategies to reduce time to complete tasks.

Median open task age (days)

The 'Median open task age' metric shows the average duration for which tasks remain open. You can use this metric to identify delays in task completion, prioritize overdue tasks, and improve overall task management processes.

Salesforce sales team performance dashboard template for Looker Studio

Quick overview of the Salesforce sales team performance dashboard

Compare sales rep performance

Measure team effectiveness

Identify reasons for lost deals

Visualize key sales metrics

Acquire peace of mind with the interactive Sales team performance dashboard for Salesforce

Ready-to-use analytical tool

Automated data refresh

White-label template

No need to build a Sales team performance dashboard for Salesforce from scratch.
Use the fully automated template!

Check out the Coupler.io dashboard gallery

Metrics you can track with the Sales team performance dashboard for Salesforce

High five for scrolling till the very end!
Enjoy your dashboard!

Salesforce sales team performance dashboard template for Looker Studio

Quick overview of the Salesforce sales team performance dashboard

Compare sales rep performance

Measure team effectiveness

Identify reasons for lost deals

Visualize key sales metrics

Acquire peace of mind with the interactive Sales team performance dashboard for Salesforce

Ready-to-use analytical tool

Automated data refresh

White-label template

No need to build a Sales team performance dashboard for Salesforce from scratch. Use the fully automated template!

Check out the Coupler.io dashboard gallery

Metrics you can track with the Sales team performance dashboard for Salesforce

High five for scrolling till the very end! Enjoy your dashboard!

No need to build a Sales team performance dashboard for Salesforce from scratch.
Use the fully automated template!

High five for scrolling till the very end!
Enjoy your dashboard!