free dashboards – CloudAmp News

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.

Dashboard Installation Demo Video

CloudAmp Lead and Opportunity Dashboards Installation Video

How to Install the Salesforce Dashboards

To install CloudAmp’s FREE Lead and Opportunity Dashboards for Salesforce app, just follow these easy steps:

👍 Protip: Production or Sandbox?

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.

Go to the listing for the lead and opportunity dashboards on the Salesforce AppExchange
Click the Get it Now button
Login to Salesforce
Your Trailblazer login connects to all of your Salesforce accounts
Authenticate (if required)
Choose your Salesforce Org (if required)
1. This step is only required if you have login access to more than one Salesforce production environment.
Select the checkbox that you agree to the terms and conditions
1. Click the Confirm and Install button
Login to Salesforce again
Authenticate again (if required)
Choose your installation type
1. We recommend Install for All Users
Click Done
1. If you get the message that it is taking too long to install
Go to the Dashboards tab
1. Go to the Dashboards tab using the App Launcher
2. Or
  Select Dashboards from the down arrow beside your first tab if you are using Sales Console or Support Console
  
  OR
Click All Folders on the left navigation
Select the CloudAmp Lead Opp Dashboards folder
Click on one of the 3 dashboards
1. Choose Lead, Opportunity, or Sales Team
2. The Classic folder is the original 2014 version for Salesforce Classic users
Click Refresh top right
1. Dashboards in Salesforce do not automatically refresh data unless you click the button
Customize your dashboards
1. Click on any chart to view the underlying report
2. We recommend “Save as” to preserve copies of the original reports
3. Add filters to the reports as needed to fit your Salesforce data better
4. Top customization examples:
  1. Add a filter to Lead reports to exclude certain types of leads, such as those from a trade show
  2. Add a filter to the Opportunity reports to only show certain custom opportunity stages or owners
  3. Add a filter to the sales team reports with the names of your sales reps only (by default it shows anyone with a sales role assigned to their user)
Questions? Contact Us for assistance!