What Is a Salesforce CRM Dashboard?
A Salesforce CRM dashboard is a visual representation of the most important data stored within your Salesforce Customer Relationship Management (CRM) system. It displays key metrics in a customizable format, providing real-time insights into your sales pipeline, customer interactions, and overall business performance.
What Should Be Included in a Salesforce CRM Dashboard?
To get the most out of your Salesforce CRM dashboard, make sure to include such key metrics as Opportunities Won and Lost, New Leads, Lead-to-Opportunity Conversion Rate, and Expected Revenue. These metrics provide data-driven insights into your sales pipeline’s health, lead generation effectiveness, and overall revenue potential.