Salesforce Expected Value of Sales Pipeline Dashboard Template

Created by Databox

This free Salesforce Dashboard Template provides you with complete visibility of your company’s sales pipeline, with a laser focus on what has closed in the current quarter. It also includes the expected value of the opportunities likely to close before the quarters’ end.

Use this template (free)

Pulls data from

Salesforce CRM

Salesforce CRM is a comprehensive customer relationship management system designed to streamline and automate sales, marketing, and customer support processes. It offers a centralized platform for managing customer data, leads, and communication, enabling businesses to enhance productivity, drive growth, and deliver exceptional customer experiences.

If you don't use Salesforce CRM, you can pull data from any of our 130+ one-click, native integrations or from spreadsheets, databases and other APIs.

Use this template (free)

What you’ll learn from this Salesforce Expected Value of Sales Pipeline Dashboard Template

Connect your Salesforce account and learn:

Where do most of my leads come from? Find out where leads to your website originate from. Also, see the total number of leads each specific source sent to your website within a given time period. It is useful to track this data as it lets you know which marketing channels drive the most value for your business.
Which marketing channels drive the most opportunities for your business? See the original lead source for closing opportunities and the expected revenue to be generated once these opportunities are closed. By tracking where your most valuable leads come from, you’ll be able to determine what channels to focus on and/or if your lead generation strategy needs to be reviewed.
How do I track revenue from closed deals? See how much revenue you’ve generated so far from closed deals for the chosen time period. Measure and analyze your progress against your sales goals, and use this data to forecast your quarterly numbers accurately.
What is the total value of all deals in my sales pipeline? See how much revenue you stand to generate from opportunities that are expected to close within a specific timeframe. Note: This does not include revenue that has been earned from close deals.
What is the total value of closed and expected revenue for this quarter? See how much revenue you generated from deals marked as Closed Won, as well as how much revenue you expect to generate from all deals in your pipeline that are set to close.
How do I track my sales pipeline effectively? Get a holistic view of what is happening in your sales pipeline. See where your prospects are, and monitor how they progress through the different stages in their buying process.