Dashboard Examples / Sales / Sales Leads / Salesforce Leads Overview
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Salesforce Leads Dashboard Template

Template created by Databox Databox
This free, easy-to-use salesforce leads dashboard template gives you a well-detailed overview of your leads in Salesforce that will allow you to accurately track your sales progress without hassle.

Uses one-click integrations:

  • Salesforce CRM Salesforce CRM

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.

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What you’ll learn from this Salesforce Leads Dashboard Template:

Connect your Salesforce account and learn:

  • Where do my leads come from? See which channels generate the most leads for your business and view the total number of leads generated from all of your marketing sources.
  • How do I track my new and converted leads? Stay on top of your lead generation efforts by tracking how many new leads have been acquired via various sources.
  • What stage are your leads in? See what stage of the sales pipeline your leads are in at any given point in time.
  • How do I know who is managing a particular lead? See how many leads have been assigned to individual sales reps within a given timeframe.

Pull additional data using our deep integration with Salesforce.

What else can you track and visualize with our deep integration with Salesforce? When it comes to leads, sales & revenue, almost anything:

  • Closed and won opportunities
  • Win/loss rate
  • Open activities (demos, calls, emails)
  • Sales cycle
  • Deal type

There are many, many different metrics and metric combinations you can track using Salesforce. And in Databox, you can quickly visualize dozens of salesforce metrics in a variety of different ways, alongside all the important metrics from other data sources you’re using.

Read more about Databox’s Salesforce integration.

Explore more Salesforce dashboards.

Salesforce CRM Salesforce CRM metrics included in this template
  • Closed Cases

    Closed Cases measures the number of support cases that have been resolved and closed within a specific time period. It is an important metric to track customer satisfaction and support team performance.

  • Converted Leads

    The Converted Leads metric tracks the percentage of leads that have been converted into actionable accounts or contacts in Salesforce.

  • New Cases

    The New Cases metric measures the number of new customer inquiries or issues that have been submitted for resolution within a specific timeframe.

  • New Leads by Industry

    The New Leads by Industry metric is a measure of the number of new potential customers or prospects generated by industry category within a specified time period.

  • New Leads by Lead Status

    New Leads by Lead Status shows the number of leads that have been added in a given time period categorized by their status, such as open, qualified, or converted.

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Customize dashboard
Explore all of Databox’s functionalities:

Customize this dashboard with Databox

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.

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