Salesforce Leads Dashboard Template

Template created by OverGo Studio OverGo Studio
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 70+ one-click, native integrations or from spreadsheets, databases and other APIs.

Get this dashboard for free

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.

Salesforce CRM Salesforce CRM metrics included in this template
  • Converted Leads

    Number of Converted Leads during the specified Date Range.

  • Lead Source by Create Date

  • Lead Status by Create Date

  • Lead Owner by Create Date

  • New Cases

    Number of New Cases during the specified Date Range.

  • New Leads

    Number of New Leads during the specified Date Range.

  • New Leads by Lead Source

    Number of New Leads during the specified Date Range split up by Lead Source.

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.

Get Started