Salesforce: Powering Your Business Growth Effortlessly.
The integration of "Salesforce" Connector seamlessly connects your Salesforce account to Whatsdash, utilizing data to generate visually appealing reports on the dashboard.
7
Dimensions
19
Metrics
Consolidate your Salesforce statistics into a single, understandable dashboard.
Improve efficiency with widgets preloaded with key KPIs. Just drag and drop and you're done, turning data tracking into a seamless experience. Easily extend your analysis.
Leads
Leads are individuals or entities who have shown interest in your products or services.
New Customer
A new business or organization that has recently become a customer or client of the company
Available Metrics, Segments, & Dimensions
Users typically integrate the following metrics
and dimensions when compiling their Salesforce reports.
Amount
The Amount field is commonly used in Salesforce to track the potential or actual revenue associated with a sales deal.
Amount Won
Sum of the amount where Closed Won is stage(Sum of ammount where StageName= 'Closed Won').
Amount Lost
Sum of the amount where Closed Lost is stage.
Expected Revenue
It is used to capture the estimated revenue that a sales representative expects to generate from a particular opportunity
Opportunity
An Opportunity represents a potential revenue-generating event for a company, often associated with a potential sale or deal.
Win Rate
Count of total won records / Number of total record present in Opportunity.
Actual Cost
This field stores the total amount of money actually spent on running the campaign.
Budgeted Cost
Object represents the planned or budgeted cost associated with a marketing campaign.
Campaign
Is used to track and manage marketing efforts. A marketing campaign or initiative designed to promote a product, service, or message.
Amount All Opportunities
Sum of the Amount field values for all opportunities directly associated with the specific campaign.
Contact
This object represents individuals or business contacts.
Converted Leads
The process of converting a lead involves transitioning it from the Lead object to other standard objects, such as Account.
Num Sent
It refers to the total number of individuals included in the campaign target audience.
Won Opportunities
Refers to a sales opportunity that has been successfully closed with a positive outcome. When a sales representative.
Conversion Rate
Conversion Rate = (Number of Opportunities / Number of Leads) * 100.
Converted Revenue
Sum of the amount where Closed Won is stage(Sum of ammount where StageName= 'Closed Won').
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