The GSP Sales Dashboard contains the core set of dashboard charts and underlying reports that give executives great visibility of the sales pipeline and sales performance.
System administrators around the world have installed the dashboard over 500 times.
The blog post explains the simple getting started instructions for the GSP Sales Dashboard. Follow these simple steps to maximize your sales visibility using the Dashboard.
Step 1: Select the correct GSP Sales Dashboard version
The only difference between the two is the Short Term Pipeline Trend Chart.
The report for this chart uses a feature called Historical Trending. This feature is only available in Enterprise Edition and above.
Therefore, the first step is to select the correct version of the dashboard: Enterprise or Professional Edition.
Step 2: Enable Historical Trending
The step applies only if you are installing the Enterprise Edition of the GSP Sales Dashboard.
The Historical Trending feature must be enabled to install the dashboard successfully. If you get this error message when installing the GSP Sales Dashboard then Historical Trending is not enabled in your salesforce environment.
Fortunately its simple to enable Historical Trending.
1. Go to Setup.
2. In the Setup search box, type Historical.
3. Click on Historical Trending.
You are now good to install the Enterprise version of the GSP Sales Dashboard.
For more instructions on the dashboard installation process, including enabling Historical Trending, play this video.
Step 3: Set the Close Date Change Counters
One of the most powerful features of the GSP Dashboard is the table that tracks the number of Close Date month extensions.
The table shows deals that are due to close this month.
The table presents the Opportunity Name along with three pipeline quality metrics:
- Number of Close Date month extensions (the number of times the Close Date has moved from one month to another)
- Number of days since the last Stage change, and
- The Age of the opportunity.
3 Killer Pipeline Quality Metrics That Highlight When To Be Sceptical gives great advice on how to use this information to get more accurate sales forecasts.
After you have installed the dashboard, the table will track these metrics for all new opportunities created from this point forward.
However, with a few simple steps you can also get the metrics to track existing opportunities.
This short video shows exactly what you need to do.
12 Must-Have Charts Blog Post
The 12 Must-Have Charts Blog Post is a comprehensive resource that explains how to use each of the dashboard charts to boost pipeline visibility.
The also contains links to additional videos and articles that provide even more details
12 Must-Have Charts eBook
Download our eBook to read about our commentary on each of the charts. Contains examples of how to use each chart for sales performance visibility.
GSP Salesforce Apps
We have a range of apps that extend salesforce functionality in key areas.
- Target Tracker for measuring sales performance against target.
- Custom Schedules App for forecasting revenue over time, and the
- Product Selection Wizard to make it easy to add Products to Opportunities or Quotes.
Salesforce Implementation Services
We have a range of implementation services that can help you maximize your benefits from salesforce.
Simply get in touch to find out how we can help you.