12 Must-Have Salesforce Dashboard Charts | With Video And Examples

12 Must-Have Salesforce Dashboard Charts | With Video And Examples Contact us Many sales managers are crestfallen when it comes to Salesforce dashboards.. Sales leaders expect dashboards to give complete visibility of the sales pipeline. They want inaccurate sales forecasts to be a thing of the past. And they require detailed metrics to highlight when,…

Read More

How To Measure Opportunity Conversion Rates Correctly

How To Measure Opportunity Conversion Rates Correctly

How To Measure Opportunity Conversion Rates Correctly Contact us 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 all important. However,…

Read More

How To Measure Sales Versus Target In Salesforce

How To Measure Sales Versus Target In Salesforce Contact us If you want to track sales versus target in Salesforce, there’s a superb app that empowers you to do it. It’s called the GSP Target Tracker. Here’s a summary of the essential things the Target Tracker helps you do in Salesforce: Compare rep, team, and…

Read More

10 Powerful Sales Performance Reports in Salesforce

Measure closed won deals from the past to increase sales revenue in the future.

10 Powerful Sales Performance Reports in Salesforce Contact us It is surprising how little effort often goes into measuring closed won deals. I guess that after all, what’s happened has happened. In most businesses, much more focus, energy and effort is directed towards the sales pipeline compared to won deals. But wait a moment. We…

Read More

10 Best Practice Tips For High Impact Salesforce Dashboards

Tips to achieve high impact salesforce dashboards.

10 Best Practice Tips For High Impact Salesforce Dashboards Contact us Your Salesforce dashboards should provide the complete visibility needed to drive sales performance. However, you can boost your benefits with the straightforward best practices steps I outline in this article. I’ve drawn these tips from the hundreds, probably thousands, of Salesforce reports and dashboard…

Read More

Measure Average Deal Size | How and Why To Use This Critical Metric

How and why to compare average closed won opportunity win rates.

Measure Average Deal Size | How and Why To Use This Critical Metric Contact us The average deal size with one of our customers varies by 65% for closed won opportunities. That’s a whopper of a variation. All salespeople work in comparable territories. They are selling the same products to similar customers. That means the…

Read More

How to Outperform Your Sales Targets Using Commission Tracking

Motivate sales people with commission tracking made visible in salesforce.

How to Outperform Your Sales Targets Using Commission Tracking Contact us Motivate your sales people to exceed targets by using commission tracking in salesforce. Commission tracking drives sales people to close deals. It motivates them to create new pipeline. It propels them to go the extra mile to win a piece of business. But it’s…

Read More

Getting Started With The GSP Sales Dashboard

Getting Started With The GSP Sales Dashboard Contact us 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…

Read More

How To Stop ‘Closed Lost’ Screwing Up Salesforce Dashboards

Stop the 'closed lost' opportunity stage screwing up salesforce dashboards.

How To Stop ‘Closed Lost’ Screwing Up Salesforce Dashboards Contact us No-one likes a loser. Or to be thought of as a loser. So the term ‘Closed Lost’ is not going to be a favorite for your average salesperson. Yet Closed Lost is the standard Opportunity Stage picklist value for removing a deal from the…

Read More

How to tell if your sales funnel is emitting warning signals

The shape of your sales funnel can be a warning of future revenue problems.

How to tell if your sales funnel is emitting warning signals Contact us It’s easy for sales managers to get distracted with the here and now. Especially when there’s constant pressure to hit this month’s target. Today may look rosy. Or not. But your sales pipeline shape may be a warning signal of a future…

Read More

Are You Everybody’s Nightmare Sales Person on the Dashboard?

Are You Everybody’s Nightmare Sales Person on the Dashboard? Contact us Modernis is a capital equipment manufacturer. Everyone in Modernis knows Dave Athorp is the best sales person in the company. The league table at the top left of the dashboard shows it’s true. But the chart alongside it show’s he’s the worst. Fortunately the…

Read More