Spinify Salesforce Dashboards

When you integrate with Salesforce you get some pre configured dashboards that are available out to the box and ready to use on Spinify TV . If you have not integrated Salesforce yet then checkout How To Integrate Spinify with Salesforce.

If you have not turned on any dashboards yet checkout What are Dashboards.

Dashboard.png

Top 10 Sales

This dashboard shows the top 10 deals won and which rep was the owner of them.  Top 10 Sales are based on the last 3 months.

Recent Deals

This dashboard shows the last 4 deals that were won.

Weekly Pipeline Report - All Open Deals by Rep

This dashboard shows a summary of all open deals per rep, including how many deals and the total amount of deals that are in a reps name and scheduled to close this week.

Monthly Pipeline Report - All Open Deals by Rep

This dashboard shows a summary of all open deals per rep, including how many deals and the total amount of deals that are in a reps name and scheduled to close this month.

Top 10 Reps Month to Date by Amount

This dashboard ranks the reps based on how much money they have earned on won deals closed this month.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.