Salesforce Essentials: Expected Value of Sales Pipeline

Template created by

ClosedWon

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.

Salesforce Essentials: Expected Value of Sales Pipeline

Uses one-click integrations:

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

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

More 1-click dashboard templates

See all of our 200+ pre-built dashboards

HubSpot CRM
HubSpot CRM dashboard template provides you with insights about deals and sales pipelines which will help you to track, and grow your pipelines.
Stripe (MRR & Churn)
The Stripe MRR + Churn dashboard template helps you monitor your churn rate and track the growth of MRR. It ensures you are retaining customers as you acquire new ones.
Pipedrive CRM: account overview
Pipedrive CRM dashboard template provides you with insights about opportunities, lost and won deals all to make sales more efficient.
HubSpot (Sales Activity)
The HubSpot Sales Activity dashboard template tracks every stage of your sales funnel and watches for leaks. You can see top of funnel activity for each rep.

Explore all of Databox’s functionalities:

Pull in data from any data source,
monitor data on any device,
receive email reports,
set goals,
calculate metrics,
receive daily scorecards, etc.

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