Salesforce shows your by-dimension funnel performance, ROI, and projected time-to-close of new deals.
Navigate to Salesforce
To view Salesforce, navigate to the Validate page by clicking Validate in the navigation bar.
Click on the Salesforce card, as shown below.
Salesforce
Salesforce opens to a multi-view, which contains the following navigation:
- Overview: This view tracks revenue and analyzes the performance of lead-generated sales opportunities.
- Leads & Opps: This view visualizes your sales process from lead qualification through the sales pipeline, helping you identify trends, measure efficiency, and find bottlenecks.
Overview Tab
This view is designed to provide a clear view into the performance of sales opportunities that originate from lead generation activities. It allows you to track overall revenue and analyze the specific drivers of your success.
Leads & Opps Tab
This view provides a comprehensive, visual representation of your entire sales process. It allows you to track the customer journey through two distinct phases: the lead qualification process and the sales opportunity pipeline. This helps you identify trends, measure efficiency, and pinpoint potential bottlenecks.
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Meta Information
Application Build: UI 2.0.382 / API 2.0.112