Install Free Lead and Opportunity Dashboards for Salesforce: Demo & Docs
Published October 10, 2024 by David Hecht
Last Updated October 29, 2024
See how you can accelerate your GTM efforts by installing these free Lead, Opportunity and Sales Team Dashboards, and get a head start on understanding your sales and marketing data in Salesforce.
You can install these free dashboards from CloudAmp in just a few minutes.
Watch the demo video for proof (it takes just 3 minutes 33 seconds), or follow the steps below if you prefer documentation. There is never any cost to use the dashboards, they are yours completely free.
Our recommendation is to install the lead and opportunity management dashboards in your Production Salesforce Org, so you can immediately see your data loaded in the dashboards.
To install in production, click the “Get it Now” button:
The app consists only of Salesforce reports and dashboards, all 100% Salesforce native, with no code or integrations to other systems. So generally you can just install in Production, and proceed with customizing the reports to fit your organization’s needs. Larger companies may have a change management process around making configuration changes to Salesforce, regardless of how small the changes are.
For those companies, installing in Sandbox is likely to be a better first step. You will of course need a sandbox, preferably a Partial or Full Sandbox so that you can see the dashboards with some of your own data.
To install in sandbox, click the “Try it Free” button on the AppExchange listing (this is slightly misleading, since the “Get it Now” button also allows you to try it free — our dashboards app never requires payment).
Installing in a sandbox that doesn’t have some of your data, or in a developer account is generally not recommended, since the dashboards are only interesting or useful when there is data to populate their reports and charts.
