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Dashboard Salesforce Analytics Sub Analyzing Sales Performance and Trends

Desciption

Overall Summary:
This dashboard provides a comprehensive view of sales performance and trends over time. It includes data from Salesforce, including sales, transactions, customer count, and opportunities. It also includes a comparison of the current quarter’s sales quota to the actual sales achieved.

Insights Gained:
View sales performance over time
Analyze sales trends by quarter
Compare current quarters sales quota to actual sales achieved
Identify opportunities to increase sales

Who Can Benefit:
This dashboard is ideal for sales managers, directors, and executives who need to quickly and easily track sales performance and trends. It provides valuable insights that can be used to make informed decisions and improve sales performance.

Who Can Use It:
This dashboard can be used by sales teams, marketing departments, and customer service teams to gain insights into sales performance and trends. It can also be used by executives to monitor sales performance and make strategic decisions.

Data

Sales Summary
Salesforce Data
Days Left to EoQ
31
Product Name
All
Opportunity T…
All
Software
Services
Maintena…
Quarter
Highlig… 0
Quarter
2015 Q2
2015 Q1
2014 Q4
2014 Q3
QTD Sales
$4,978K $10,131K ($5,153K)
Accumulated Sales by Week of the
Quarter
$6,000K
$5,000K
$4,000K
$3,000K
$2,000K
Current Quarter.. Sales Quota Diff QTD Transactions QTD Customer C.. QTD Opportunit..
192
193
12,959
$1,000K
Current Quarter Quota: $5,628,235
-2015-02
$4,978K
Sales
Transactions
$10,000K
$5,000K
$0K
Customer
Count
nity
ity
300
200
100
300
200
100
30K
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Tableau for Sales Analytics
Sales Trend by Quarter
2012
2013
2014
2015