{"id":657,"date":"2024-09-19T17:09:32","date_gmt":"2024-09-19T17:09:32","guid":{"rendered":"https:\/\/cloudamp.com\/news\/?p=657"},"modified":"2024-10-29T22:41:39","modified_gmt":"2024-10-29T22:41:39","slug":"free-lead-opportunity-and-sales-team-dashboards-for-salesforce","status":"publish","type":"post","link":"https:\/\/cloudamp.com\/news\/free-lead-opportunity-and-sales-team-dashboards-for-salesforce\/","title":{"rendered":"Free Lead, Opportunity, and Sales Team Dashboards for Salesforce"},"content":{"rendered":"<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">One of the quickest ways to get value from Salesforce (and increase your sales) is to build dashboards, so you can see all of your company metrics in one place, and refresh data with the click of a button.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Downloaded thousands of times since their launch in 2014, the <\/span><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000009x1bFEAQ\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CloudAmp FREE Lead and Opportunity Dashboards<\/span><\/a><span style=\"font-weight: 400;\"> have just been updated and refreshed for the 10th anniversary.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This free app on the Salesforce AppExchange contains multiple marketing and sales reports and dashboards &#8212; all free to install and use in your Salesforce account. They are a great starting point and the quickest way to create your own dashboards. Just install and then customize to fit the needs of your organization.\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"#heading1\"><span style=\"font-weight: 400;\">Lead Management Dashboard<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"#heading2\"><span style=\"font-weight: 400;\">Opportunity Management Dashboard<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"#heading3\"><span style=\"font-weight: 400;\">Sales Team &amp; Pipeline Dashboard<\/span><\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">So what is new in the 2024 update of the dashboards? Let\u2019s jump in and see.<\/span><\/p>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #ffffe0;\">\n<tbody>\n<tr>\n<td><b>\ud83d\udc4d Protip:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">If you already have an older version of the CloudAmp dashboards installed, you can get the new dashboards simply by updating your AppExchange app.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just <\/span><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000009x1bFEAQ\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">visit our AppExchange listing<\/span><\/a><span style=\"font-weight: 400;\">, click the &#8220;Get It Now&#8221; button, and follow the prompts. Updates work just like a fresh installation, but Salesforce detects a currently installed version and will add or update only the new components.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><span style=\"font-weight: 400;\">For reports and dashboards that are part of an app like CloudAmp, <\/span><b>Salesforce does not change your existing dashboards<\/b><span style=\"font-weight: 400;\">, to avoid overwriting any customizations you have made. But we\u2019ve packaged 3 additional, new dashboards in the \u201824 version, so these will install fresh when you update your app.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><a name=\"heading1\"><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Lead Management Dashboard<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">For a Salesforce Sales Cloud quick start, understanding your leads is critical.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Hopefully you have implemented Salesforce web-to-lead forms on your website (see our <\/span><a href=\"https:\/\/cloudamp.com\/news\/the-ultimate-guide-to-salesforce-web-to-lead-forms\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Ultimate Guide to Salesforce Web-to-Lead Forms<\/span><\/a><span style=\"font-weight: 400;\"> if not), and created some basic processes for importing and assigning other types of leads (such as those from tradeshows or partners).<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-666 size-large\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-1024x509.png\" alt=\"CloudAmp Free Lead Dashboard for Salesforce\" width=\"640\" height=\"318\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-1024x509.png 1024w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-300x149.png 300w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-768x382.png 768w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-1536x763.png 1536w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadDashboard-Lightning2-2048x1018.png 2048w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The free CloudAmp Lead Dashboard will give you a quick overview of lead volume, status, and who is creating leads in Salesforce. Plus important lead quality metrics such as who and how many leads are being converted to create Accounts with Contacts and Opportunities.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">These dashboard graphs are essential not just to sales management, but for marketing to understand lead volume trends. And marketers can clone reports to add filters and see metrics by marketing channel or advertising network.<\/span><\/p>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #add8e6;\">\n<tbody>\n<tr>\n<td>\n<h3><b>\ud83d\udc49 Featured Graph: Leads by Week<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This line graph tells you your lead volume trends at a glance. Add filters to create a version focused on certain lead sources, change the date range to shorter or longer than the Last 120 days default, or change the time grouping to months or years.<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-667 size-large\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek-1024x493.png\" alt=\"Salesforce Leads by Week Dasbhoard Chart\" width=\"640\" height=\"308\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek-1024x493.png 1024w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek-300x144.png 300w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek-768x369.png 768w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/LeadsbyWeek.png 1293w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">The following Salesforce reports are included as the data sources of the Lead Dashboard. Just Save as and add filters to drill down on data you want to see (and\/or exclude data you don\u2019t want).<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads by Day<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads by Week<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads by Month<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads by Status<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 10 Leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads by Week by Creator<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads Converted by Week<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead Conversion Rate<\/span><\/li>\n<\/ol>\n<p><a name=\"heading2\"><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Opportunity Management Dashboard<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The Opportunity dashboard is the second included free dashboard, and gives you visibility into your sales pipeline within Salesforce.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">With this Salesforce dashboard you can see your current open opportunities by stage, both by revenue value and number of deals (opps). Your total pipeline (open Opportunities in Salesforce) is shown as well. And of course you can see closed revenue this quarter, which can be easily updated with different sales targets or time periods like monthly or yearly.<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-671\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-1024x571.png\" alt=\"CloudAmp Opportunity Dasbhoard for Salesforce\" width=\"640\" height=\"357\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-1024x571.png 1024w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-300x167.png 300w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-768x429.png 768w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-1536x857.png 1536w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunityDashboard24-2-1-2048x1143.png 2048w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">The free Opportunity Dashboard also shows you how many Salesforce Opportunities have been closed won or closed lost each month, as well as your win rate percentage.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Refresh the dashboard with a single click, no need to update complex spreadsheets that take a long time time and introduces the possibility of data errors. You can also schedule Salesforce dashboards to refresh and be emailed to you, and click on any chart to see the underlying data in a Salesforce report. For more tips on Salesforce dashboards, see our post <\/span><a href=\"https:\/\/cloudamp.com\/news\/5-big-ways-to-maximize-your-salesforce-dashboards-guest-post-on-the-salesforce-blog\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">5 Big Ways to Maximize Your Salesforce Dashboards<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #add8e6;\">\n<tbody>\n<tr>\n<td>\n<h3><b>\ud83d\udc49 Featured Graph: Opportunities by Stage<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This funnel graph is a quick way to understand the health of your sales funnel. Opportunities are broken out by stage, and shown with their total dollar amounts. A secondary funnel chart in the CloudAmp Opportunity Dashboard shows the same data by number of Opportunities at each stage (rather than Amount).<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Add filters to create your own version focused on types of Opportunities, or focused on certain Opportunity owners like a sales team or the pipeline for a particular product group.<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunitiesByStage.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-672\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunitiesByStage.png\" alt=\"Salesforce funnel chart of Opportunities by Stage\" width=\"645\" height=\"532\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunitiesByStage.png 645w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/OpportunitiesByStage-300x247.png 300w\" sizes=\"auto, (max-width: 645px) 100vw, 645px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">CloudAmp\u2019s free Opportunity Dashboard for Salesforce includes the following reports:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunities by Stage<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Revenue Closed this Quarter<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunities Closed per Month (Won\/Lost)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Top 10 Open Opportunities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Last 10 Won Opportunities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Average Age of Opportunities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open Opps by Close Date and Stage<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Win Rate<\/span><\/li>\n<\/ol>\n<p><a name=\"heading3\"><\/a><\/p>\n<p>&nbsp;<\/p>\n<h2><b>Sales Team &amp; Pipeline Dashboard<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">The 3rd and entirely new dashboard in the free app <\/span><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000009x1bFEAQ\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CloudAmp FREE Lead and Opportunity Dashboards<\/span><\/a><span style=\"font-weight: 400;\"> is the Sales Team &amp; Pipeline dashboard.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Similar to the Lead and Opportunity Dashboard, the Sales Team dashboard shows leads and opportunities but broken down by Sales representative.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #ffffe0;\">\n<tbody>\n<tr>\n<td><b>\ud83d\udc4d Protip:<\/b><\/p>\n<p><span style=\"font-weight: 400;\">The Sales Team &amp; Pipeline dashboard includes Salesforce users who have roles with the word Sales in them. If you have not assigned roles to users, or wish to filter further to certain individuals, you will need to update the report filters to include or exclude certain users.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">CloudAmp is happy to advise you on the easiest way to do this, as it is likely that most organizations will need to update the filters to show data for only the correct users.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you have multiple sales teams, you can clone the dashboard to have multiple versions. Just be sure to <\/span><b>Save as<\/b><span style=\"font-weight: 400;\"> to the underlying reports, so you can easily create different reports for each team.<\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">You can see closed won opportunities by rep by quarter, as well as open opportunities created by rep by month. Quarterly and monthly reports can easily have their date ranges updated to better match your business, of course.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">There are also a number of charts to track sales user activity in Salesforce, such as the Activities on Leads and Completed Activities. If you have a common way of logging calls or emails, you can update reports or create duplicate reports to track calls or emails per rep as well.<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-673\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-1024x565.png\" alt=\"CloudAmp Sales Team and Pipeline Salesforce Dashboard\" width=\"640\" height=\"353\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-1024x565.png 1024w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-300x165.png 300w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-768x423.png 768w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-1536x847.png 1536w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Sales-Team-Pipeline-Dashboard-2-1-2048x1129.png 2048w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">And you can always add selected reports from this free dashboard to other dashboards you may have created, or add your own reports to this dashboard. For more tips on Salesforce dashboards, see our article <\/span><a href=\"https:\/\/cloudamp.com\/news\/how-to-customize-salesforce-dashboards\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to Customize Salesforce Dashboards<\/span><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">One graph that many organizations find useful is Opportunity Win Rate (the percentage of closed won versus closed lost opportunities each month). This report can be easily updated to different time ranges, or individualized to specific users to compare close rates across sales reps.\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<table style=\"background-color: #add8e6;\">\n<tbody>\n<tr>\n<td>\n<h3><b>\ud83d\udc49 Featured Graph: Opportunity Win Rate (by Month)<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">This stacked bar graph shows how many Opps were won and lost each month. A secondary X axis on the right shows the won percentage ratio. Add filters to create your own version focused on individual Opportunity owners in Salesforce, or types of Opportunities.<\/span><\/p>\n<p><a href=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-674\" src=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month-1024x267.png\" alt=\"CloudAmp Chart of Salesforce Opportunity Win Rate by Month\" width=\"640\" height=\"167\" srcset=\"https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month-1024x267.png 1024w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month-300x78.png 300w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month-768x200.png 768w, https:\/\/cloudamp.com\/news\/wp-content\/uploads\/2024\/09\/Opportunity-Win-Rate-by-Month.png 1228w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">CloudAmp\u2019s free Sales Team &amp; Pipeline Dashboard for Salesforce includes the following reports:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lead Conversion Rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Win Rate<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Opportunity Win Rate (by Month)<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Open Opps by Close Date and Rep<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Won Opps by Qtr. by Rep<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Lost Opps by Qtr by Rep<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads Created by Rep, Last 90 Days by Wk<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads Created by Rep<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads Converted by Rep, Last 90 Days by Wk<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Leads Converted by Rep<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Activities on Leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Completed Activities<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Won Opp Size by Sales Rep<\/span><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2><b>Get Started Now<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">To get started, just install the <\/span><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000009x1bFEAQ\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CloudAmp FREE Lead and Opportunity Dashboards<\/span><\/a><span style=\"font-weight: 400;\"> from the Salesforce AppExchange. Join the hundreds of organizations that have improved their sales management, lead management, and pipeline visibility by using the dashboards as an easy starting point.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">Get insight on your Salesforce data, so you can get more value out of your Salesforce investment, and drive your business forward.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">There are never any fees for using these dashboards &#8212; you can fully use this solution without payment. Please <\/span><a href=\"https:\/\/www.cloudamp.com\/contact\/index.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">email us<\/span><\/a><span style=\"font-weight: 400;\"> with any questions or feedback about the dashboards, we&#8217;re happy to help. Paid assistance configuring the dashboards is available if you need it, though if you are generally familiar with Salesforce reporting (or have done the Trailheads) you are unlikely to need it.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\">And if you want to have more data about your Leads in Salesforce, including full source and campaign attribution to prove ROI and improve your marketing, <\/span><a href=\"https:\/\/www.cloudamp.com\/contact\/index.html\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">contact us for more information<\/span><\/a><span style=\"font-weight: 400;\"> on our other app, the <\/span><a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000009w2tgEAA\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">CloudAmp Campaign Tracker<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The CloudAmp FREE Lead and Opportunity Dashboards have just been updated and refreshed for the 10th anniversary.<\/p>\n","protected":false},"author":2,"featured_media":671,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[71,72,73,74,75,76,77,78,80,79,51],"class_list":["post-657","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized","tag-dashboard","tag-dashboards","tag-free-app","tag-free-appexchange","tag-free-appexchange-app","tag-free-salesforce-app","tag-lead-dashboard","tag-opportunity-dashboard","tag-pipeline-dashboard","tag-sales-team-dashboard","tag-salesforce-dashboards"],"_links":{"self":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/657","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/comments?post=657"}],"version-history":[{"count":31,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/657\/revisions"}],"predecessor-version":[{"id":769,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/posts\/657\/revisions\/769"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/media\/671"}],"wp:attachment":[{"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/media?parent=657"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/categories?post=657"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cloudamp.com\/news\/wp-json\/wp\/v2\/tags?post=657"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}