Salesforce
Sales Report Template
This report provides you with the basic insights to a typical sales organization. Find information about the current funnel size, the funnel movements and dive into details on an opportunity and lead level.
Report Pages
- Funnel
- Order Intake Development
- Opportunity Details
- Lead Details
The report includes features such as:
- Filter pane with options to switch between Open Amount and Expected Revenue
- Custom Tooltip to show KPI Definitions for the page
- Custom Funnel illustration with funnel size and funnel movement
Furthermore this report includes a concept for easy to use explanations of KPI definitions and can be adjusted to your own sales target with just a few clicks!
Interested in tailoring the report to your needs? Do not hesitate, the package will give you all resources such as the icons, background and much more, alongside a comprehensive guide that will help you in that process.
Need help customizing? We are happy to help!