Step 1: 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.
4. Select Opportunity. Check the box marked Enable Historical Trending and Click Save.
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.
Additional Resources
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.
These include:
- 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.
12 Must-Have Dashboard Charts
Our 27 page eBook shows you the 12 killer
Sales Charts for your dashboard.
How To Measure Opportunity Conversion Rates Correctly
Opportunity conversion rates are a critical metric in any sales team. That’s because when all is said and done, there are only three ways to increase revenue. Grow the pipeline. Raise the average deal size. Increase your opportunity conversion rate. Of course, they’re...
Sales Pipeline Trend (Track Whether Your Funnel Is Growing Or Shrinking)
Tracking your sales pipeline trend is essential because, all other things being equal, you cannot increase sales if your funnel growth is flat. Or even worse, if it's heading downhill. In other words, managers need clarity on the trend in the size of their sales...
3 Killer Pipeline Quality Metrics That Highlight When To Be Skeptical
Often skepticism is deserved when it comes to pipeline quality and the revenue forecast accuracy for the month or quarter. That's because deals that we assume will close this month sometimes slip to the next month. That's painful if it's unexpected. Of course, in an...
GSP Target Tracker
Track targets in Salesforce including won and pipeline deals
GSP Sales Dashboard
Superb pipeline visibility and sales performance metrics
GSP Revenue Schedules
Improve forecasting by scheduling opportunity revenue over time
Download The 12 Must-Have Dashboard Charts
This fully-illustrated 27 page ebook shows you the 12 Killer Sales Charts for your Dashboard and explains How to Read Them and When to Use Them.
How To Measure Opportunity Conversion Rates Correctly
Opportunity conversion rates are a critical...
Sales Pipeline Trend (Track Whether Your Funnel Is Growing Or Shrinking)
Tracking your sales pipeline trend is essential...