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Sales Metrics Dashboard in Salesforce Lightening

July 22, 2024
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  • Project location type
    Remote
  • Project Type
    Hourly Based Project
  • Duration
  • Level
  • Language
  • English Level
    Fluent

Project Description

A sales metrics dashboard is the project. In the Lightening version of Salesforce, we’d like to create a dashboard that shows the following metrics:
– Pipeline by rep
– Pipeline by Product
– Pipeline by stage
– Lead Source Amount (Total and Won)
– Average Stage Duration by Rep and Stage
– Average Age by Closed Won, Closed Lost and Open by Stage
– Win Rate (% of opps won) by Rep and Type
– Win Rate (% of revenue won) by Rep and Type
– Current Quarter Commit (Based on stage and close date)
– Quota Coverage (Based on Quota by product, current pipeline and won revenue by product if possible)

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