Salesforce Essentials: Expected Value of Sales Pipeline

This dashboard shows the value of your company's current sales pipeline with a laser focus on what has closed this quarter. It also includes the expected value of the opportunities likely to close before quarter's end.

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Used one-click connectors:

  • Salesforce CRM Salesforce CRM

If you don’t use Salesforce CRM, we can pull data from 50+ cloud data sources. And you can push your own data too (API Docs).

Perform a Health Check on your Pipeline

  • Identify the original lead source for closing opportunities
  • Accurately forecast your quarterly numbers against your sales goals

Key Metrics

  • Pipeline Value
  • Closed + Expected Revenue
  • Leads by Source
  • Sales Pipeline
  • New Opportunities (Converted Leads)
  • Closing Opportunities by Source