HarryCaray

HMFIC

What reports/dashboards do you use?

I'm thinking SFDC dashboards but I'm sure other systems have similar functionality. I have my pipeline report open in the background pretty much every day, and we also moved to doing our QBRs completely in SF, so I have a full page of useful dashboards just for that. What's helpful for you?

Here's a few I look at a lot in the poll.

Useful reports/dashboards?

Attached poll

*Voting in this poll no longer yields commission.

👑 Sales Strategy

☁️ Software Tech

📚 Resource

16 comments

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AlecBaldwinsHairline

Valued Contributor

Head of Sales Development

I have every dashboard you can think of.

Every rep has their own dash which covers:

% to Goal
Pipeline
Opp outcomes (MTD, QTD, YTD)
Dials (MTD, WTD)
Email Activity
Call Metrics (connect, conversion, and loss rate, talk time, avg duration)

HarryCaray

Notable Contributor

HMFIC

do you all have a call metrics system linked to SF for those stats?

AlecBaldwinsHairline

Valued Contributor

Head of Sales Development

Yes.

We have built out a pretty extensive system with InsightSquared leveraging SFDC and Outreach.io

I'm basically a marketing ops and sales ops manager in addition to sales dev.

I got a crash course in integrations.

HarryCaray

Notable Contributor

HMFIC

Thanks. I could use an integrations crash course myself. Our product depends heavily on them.

JC10X

Politicker

Senior Sales Manager

Excellent!! What do you mean by loss rate?

DwightsEgo

Politicker

BDR Manager

I might be crazy here....but I keep 4 dashboard tabs open in SF lightning.

-Performance Dash (metrics, meetings, pipeline)
-BDR Leadership (analytics, breakdowns, revenue)
-Sourcing Reports
-Sales Overview (won deals, YoY/MoM performance, etc)

HarryCaray

Notable Contributor

HMFIC

nothing crazy about that!

Ras_Rebuttles

Contributor

Sales Consultant

I always made my own private dashboard with my whole pipeline from leads to opps to activity on both and reports to keep opps in my name (for our rules)

HarryCaray

Notable Contributor

HMFIC

how long did it take you to build out everything you use personally? I'm not a reports guru so unfortunately I use some of the stuff sales ops builds for us mostly.

CuriousFox

WR Officer

🦊

SF Dashboard:

Appointments MTD
New Opps MTD
$50k Opps
Top 50 Targets
No contact 60 days

HarryCaray

Notable Contributor

HMFIC

those are all great

CuriousFox

WR Officer

🦊

Thanks. Gotta start somewhere. The no contact in 60 days is especially helpful. It's ridiculous how some can fall through the cracks.

Coffeesforclosers

Notable Contributor

Director Sales and Market Development

Pipe is always talked about so easy to keep at fingertips. Whitespace is killer but dont want to see that everyday want to see those in Pipe lol

HarryCaray

Notable Contributor

HMFIC

Yeah I have a whitespace report but only look at it quarterly

Coffeesforclosers

Notable Contributor

Director Sales and Market Development

Smart. Same. QBRs how is that whitespace coming.

MR.StretchISR

Politicker

ISR

Great question. I’m gonna come back to check everyone’s recommendations

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HarryCaray

What reports/dashboards do you use?

Useful reports/dashboards?

16 comments

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