Drive Sales Growth Better with Salesforce Analytics

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Bold BI

5 min readJan 30, 2021

Drive Sales Growth Better with Salesforce Analytics

Every business’s sales are monitored by a sales team. They regularly make efforts in sales to convert data into actionable insights through sales analytics. This consistent monitoring and the resulting proper, timely decision-making put businesses in a position to achieve their sales goals. Using sales analytics, you can understand market expectations and make wise decisions that reduce unnecessary costs, driving sales growth. Analytics highlight problem areas and help you find solutions in order to drive sales growth with consistent revenue.

Bold BI helps you achieve those analytics through data visualization.

This blog aims to inspire you through sales dashboard examples using Salesforce data. The following dashboard scenarios are covered in this blog:

Marketing leads dashboard
Opportunities dashboard

Marketing leads dashboard

A marketing leads dashboard can help marketing and sales teams monitor lead conversions and improve team operations’ efficiency using Salesforce data. This dashboard shows the distribution of leads creation by country and sources so you can monitor marketing activities like leads creation and conversion.

Let’s see how to define key metrics and KPIs, capture Salesforce data, and visualize it using a Bold BI dashboard. The following figure shows a complete sample dashboard for monitoring marketing leads.

Bold BI’s Sales Marketing Leads Dashboard

Defining metrics and KPIs for a marketing leads dashboard:

Leads distribution
Leads sources
Leads conversion

With Bold BI, you can analyze these metrics and visualize Salesforce data through the following KPIs:

Leads distribution by country
Leads by industry
Leads sources by month
Leads and converted leads by source

Leads distribution by country

This choropleth map simply represents the leads distribution by country. It showcases the number of leads created in each country and it will help you evaluate which countries generate the most leads.

Lead Distribution by Country in Sales Marketing Leads Dashboard

Leads by industry

This pie chart represents the leads distribution by industry. It showcases the number of leads created in industries like plastic technology, leather development, project development, and consulting. It will help you evaluate which industry generates the most leads.

Lead sources by month

This stacked area chart visualizes the lead generation from different sources over a period of months. It showcases the number of leads created through avenues like advertisement, cold calling, custom referral, employee referral, and others. It will help you monitor the following details:

Which lead source generated the most leads.
In which month the most leads were created.

Lead Sources by Month in Sales Marketing Leads Dashboard

Leads and converted leads by source

This column chart represents the lead generation and lead conversion by lead source. It showcases the number of leads created from sources like advertisement, cold calling, custom referral, employee referral, and others. It will help you monitor which lead source has the most converted leads.

Opportunities dashboard

An opportunities dashboard can help marketing managers track open opportunities and the monthly conversation rate using Salesforce data. This dashboard helps you stay on top of every opportunity, close more business on time, and monitor important KPIs, including: expected revenue, revenue won, and overall success rate.

Now let’s see metrics for the Salesforce opportunities dashboard:

Open and closed opportunities
Won opportunities
Lead sources

With Bold BI, you can analyze these metrics and visualize Salesforce data through the following KPIs:

Open opportunities by lead source
Active opportunities revenue by stage
Closed opportunities by stage

Let’s see how each of these KPIs can be plotted using Bold BI dashboard widgets.

Open opportunities by lead source

The column chart in the following figure simply represents open opportunities created through lead sources. It showcases the number of open and created opportunities in each lead source as individual bars. This is helpful for sales managers to see which lead source is creating more opportunities.

Active opportunities revenue by stage

The column chart in the following figure shows the earned revenue through opportunities divided by their stages: open, closed won, closed lost, processing, delayed, and in progress.

Closed opportunities by stage

The pie chart in the following figure visualizes the closed opportunities details by stage. It shows the number of opportunities closed based on the stages including won and lost.

Let’s see how to create a salesforce dashboard to visualize the discussed KPIs using Bold BI.

Create your own Salesforce dashboard using Bold BI

You can create a Salesforce dashboard either from scratch or by using a built-in dashboard template. Check out our guide for how to build a dashboard from scratch, create a Salesforce data source, and add widgets to your dashboard.

In this blog post, we have looked at two sales dashboards created using Salesforce data. We suggest you look at this blog post to learn about the top 15 sales KPIs that will make your business successful.

Conclusion

With these dashboard examples, hopefully you now have an idea of how to utilize Salesforce data in a real-time business intelligence dashboard for your own solutions.

Get started with Bold BI by signing up for a free 15-day trial and create more interactive business intelligence dashboards. If you have any questions on this blog, please feel free to post them in the following comment section. You can also contact us by submitting your questions through the Bold BI website or, if you already have an account, you can log in to submit your support question.

Originally published at https://www.boldbi.com on January 30, 2021.