Salesforce Sales Operations Package
Are you a sales manager, analyst or operations professional? Upgrade your toolset instantly with this free starter dashboard package, including all of the core charts, metrics, and filters you need to monitor performance and grow your sales.
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Free, pre-built Sales Operations Dashboards in Google Sheets
Upgrade your toolset instantly with this free starter dashboard package with all of the core charts, metrics and filters you need to monitor performance and grow your sales.
This Sales Ops Package will help you:
- Automatically populate this dashboard with live data from your Salesforce CRM
- Track year-over-year sales results and celebrate growth
- Instantly gain insights into your top performing teams, regions, industries and accounts
- Monitor your fundamental Sales KPIs including Pipeline Creation, Win Rates, Average Opp Sizes, and Sales Velocity
- Be your sales team hero with beautiful, sleek dashboards to answer any question that comes your way
Help your sales team celebrate their hard work by sharing results on year over year growth. Keep track of which regions, industries or accounts had the most sales each year. This template makes it easy to slice and dice your data by sales team, opportunity type and other key filters. Keep your team organized with live sales performance results on a beautiful, modern dashboard.
Sales to Target
Sales managers and analysts frequently face challenges combining sales data from CRMs, like Salesforce or HubSpot, with sales targets that are typically stored and managed in spreadsheets. Let Coefficient do the heavy lifting for you to connect and analyze these datasets!
Get started in seconds with a dashboard that helps you better understand core sales operations metrics. Compare monthly results for pipeline creation, win rates, average deal age, average deal size, and sales velocity. Easily filter your data by sales team, time period or opportunity type.
Get the Sales Ops
Dashboard Package for Free…
No credit card required.