Pipeline generation dashboard

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Who’s it for: Sales managers, sales reps, and marketing teams

KPIs to include: Total pipeline value, pipeline growth rate (quarter over quarter), conversion rate (Can also include: Pipeline velocity, or how quickly a lead makes it through the pipeline, and target vs. actual pipeline)

When to use: Weekly

Why it’s important: For every business, a pipeline value-to-sales ratio is critical for hitting targets. The typical standard is typically 3:1, but this ratio changes depending on your industry and need. Whatever it is, this dashboard helps you keep an eye on your team’s pipeline to ensure you have enough deal dollars in the works to hit your sales targets. For instance, if you’re aiming for $2 million in revenue, you’d probably want to see a $6 million pipeline. In short, if your pipeline value is low, you’re unlikely to hit targets, so it’s probably time to start ramping up prospecting.

Boost your team’s performance with sales dashboards
Setting up dashboards is just the beginning. Once you have these dashboards in place, it’s crucial to review and update them every quarter to ensure their relevance. This regular maintenance allows you to get the america phone number list most out of your tools, ensuring that your sales reps, managers, and leaders continuously receive the insights they need to succeed and close deals faster. But don’t worry, it’s a heck of a lot easier than viewing those metrics in sheet after sheet of rows and columns.The unwavering pursuit of equality for all is an important factor that sets Salesforce apart from other companies. We understand the importance of partner success, especially when it comes to small or minority-owned businesses. Leading with our values enables us to unlock innovation, build deeper connections, and impact change to create long-term value for our people, our customers, and our communities.

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