G2

Verified User in Marketing and Advertising

Small-Business (50 or fewer emp.)

12/26/2017

"Great information, easy to read"

5/5

What do you like best about Sales KPI Dashboard 1.0?

All the best info I need to track closed sales, my pipeline, won/loss ratio, TY vs LY and who is the top 5 sales reps. The various charts are easy to read. Review collected by and hosted on G2.com.

What do you dislike about Sales KPI Dashboard 1.0?

I keep forgetting to refresh the dashboard so sometimes I look at old information. Maybe it could autorefresh every time I log in to Salesforce. Review collected by and hosted on G2.com.

Recommendations to others considering Sales KPI Dashboard 1.0:

Auto refresh would be nice but for all I know there is a way to do that and I just don't know how. Review collected by and hosted on G2.com.

What problems is Sales KPI Dashboard 1.0 solving and how is that benefiting you?

Keeping track of all of our most important KPI's in a clear and easy to read format. The various types of charts make it simple to gather the most important info I need for our weekly sales calls. This dashboard is our North Star for information so all members of the sales team know where we all stand. Review collected by and hosted on G2.com.