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Salesforce Analytics for Sales Managers

  • 5 minutes to read

The Salesforce Analytics template app for sales managers contains visuals and insights for analyzing your marketing activities.

The app's ready-to-use dashboard provides key metrics such as your sales pipeline, top accounts, and KPI scores. You can drill down into the report for more details on each aspect. Fully interactive visuals help you explore your data further.

This article describes the app using sample data to give you an overview of how you can use the app to get important insights into your sales data.

requirements

  • Power BI Pro
  • A Marketing, Developer, or Admin Salesforce subscription

Install the app

  1. Click on the following link to get to the app: Salesforce Analytics for Sales Managers Template App.

  2. Once you are on the AppSource page of the app, click on GET IT NOW.

  3. click on To installwhen prompted. After the app is installed, it will appear on the Apps page.

Connect to data sources

  1. Click the icon on the Apps page to open the app. The app opens and shows sample data.

  2. Click on the banner at the top of the page Connect your data.

  3. The parameter dialog box appears. There are no required parameters. click on Further.

  4. The authentication method dialog box appears. Recommended values ​​are filled in in advance. Only change these if you are familiar with other values. Choose Sign in and connect out.

  5. Sign in to Salesforce when prompted.

    The report establishes a connection with the data sources and is filled with current data. This time sample data is shown. You can also see that the update is in progress.

What does the KPI dashboard tell us?

When you open the app, you will see the KPI dashboard. The KPI dashboard shows an overall view of the most important metrics from all dashboards. Click the arrows to go to the individual dashboards.

What does the Sales Manager dashboard tell us?

The Sales Manager dashboard and underlying report focus on a typical sales task: providing an overall sales analysis over a period of time.

When using the dashboard to view the sample data, let's look at the following information:

  • Understand how much we can generate from a sales company's total open sales opportunities.
  • Identify which areas we should focus on throughout the sales lifecycle.
  • Identify gaps that we should be investigating.

Now let's take a look at the various components of the dashboard.

The two most important visuals show us the total number of open sales opportunities we have and the revenue we can expect from them.

The "Opportunity Sales Stage" visual shows the position of the sales opportunities in the sales pipeline. Select any stage in the sales pipeline stage to see how it affects the entire sales process. Now we can analyze the sales that correspond to this phase.

If you click on one of the industries in the "Share of Industry" visual, the share of the industry that your sales team is working on is displayed. For example, click on Apparel.

When we click on Apparel, we see that the account we have in this sector is one of the top ten sales opportunities in terms of sales. We can conclude that this is an opportunity that deserves our focus on a priority basis as the expected revenue is among the highest compared to other accounts.

What does the account dashboard tell us?

You can use the account dashboard to monitor how you are doing on all of your accounts. It tells you which are your most profitable accounts. Let's analyze the accounts for Apparel.

On the account dashboard, select “Apparel” in the “Account Share Industry Wise” visual.

You can see that the tiles are being updated. Note that there is an industry in Apparel that we have an account for.

If we look at the “Account Area Wise map” visual, you will see the area where we have the “Apparel” account.

Let's look at the sales for the Apparel account. In the "Revenue by Account" visual, you can see that the account for Apparel is highlighted and shows the sales generated.

We can also see a comparison between sales won and lost. If we point to a bar, we can see the exact proportion of the sales gained in relation to the total sales.

What does the KPI dashboard tell us?

You can use the lead dashboard to view the sources of your leads. Find out which lead sources are generating the most profit here.

Take a look at the Probability of Conversion visual to see the likelihood of converting the lead from a source. For example, if you select External Referral on the Leads by Source visual, it shows a 90.00% chance of conversion, while the total forecast is $ 1.65 million.

Similarly, you can also view the distribution of customers in the sales lead by looking at the Sales Lead by Customer Type visual. You can view it for a single lead by pointing to it. For “External Referral” you can see that a new customer belongs to the “New Business” category.

We can also see the total number of lead statuses we have and what stage they are in.

What does the Representative dashboard tell us?

The Representative dashboard enables you to measure sales force performance against a number of matrices.

We see all industries in which a sales representative works and all representatives of an industry.

To see the performance of the sales force, we selected “Energy” as the industry from the “Share of Industry” visual. Then we see the name of the sales representative and the number of sales opportunities that belong to the selected industry in the “Total Opportunities Gained” visual.

The first three visuals show us the number of leads generated by the sales reps and the revenue they generated and lost.

At the same time, we can use the “Month Wise Performance” visual to measure the sales force's monthly performance.

System requirements and notices

  • Connect to a Salesforce production account that has API access enabled.
  • Permission was granted to the Power BI app during sign-in.
  • The account has enough API calls to get and update the data.
  • A valid authentication token is required for the update. Salesforce is limited to five authentication tokens per application. Make sure you have imported a maximum of five Salesforce datasets.
  • The Salesforce Reports API has a limitation that it supports up to 2,000 rows of data.

Troubleshooting

  • If you encounter errors, review the requirements above.
  • Logging in to a custom or sandbox domain is not currently supported.
  • Salesforce connector reference

Message: "Could not connect to the remote server."

Check out this solution on the forum below if you get the message "Unable to connect to the remote server" when trying to connect to your Salesforce account: Error message of the Salesforce connector when logging in: The connection to the remote server cannot be established

Next Steps