New tools to improve performance
If you don’t use Salesforce CRM, you can pull data from any of our 100+ one-click, native integrations or
from spreadsheets, databases and other APIs.
Connect your Salesforce account and learn:
What else can you track and visualize with our deep integration with Salesforce? When it comes to leads, sales & revenue, almost anything:
Number of Converted Leads during the specified Date Range.
Expected Revenue during the specified Date Range.
Number of New Leads during the specified Date Range split up by Lead Source.
Total Open Opportunities Amount during the specified Date Range split up by Owner. No historical data is available from before the initial connection.
Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to
include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.
The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.
Visualizing your performance data in a way that’s easy for everyone to interpret is the first step toward improved performance. So, what can you do when some of these metrics are trending down?
We’ve collected a few resources that contain tips from hundreds of other sales experts on how to improve sales performance, conversions, close rate, and more.
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