Add Revenue Pipeline Performance Report to Dashboard
Watch the video and follow the steps below:
- Go to the Dashboards page in the Kudoz App and click on All Dashboards.
- Search for "Kudoz Dashboard - Claim Missing Credit."
- Click edit, and Add Component "Pipeline by Lead Source Department" as a Lightning Table.
- Add "Lead Source Department" and "Amount" to the Table.
- Click Add, and position it on the Dashboard.
- Click edit, and Add Component "Pipeline by Opportunity Type Category" as a Lightning Table.
- Add "Opportunity Type Category, Amount and Lead Source Department" to the Table.
- Click Add, and position it on the Dashboard.
- Save.
Claim Missing Credit Dashboard
Measure the impact of your claimed credit and see what's outstanding.
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Pipeline Performance
Accurately display the Sales & Marketing pipeline performance and quickly resolve issues.
Pipeline by Lead Source Department Report Fields
- Lead Source Department
- Lead Source
- Account Name
- Opportunity Name
- Opportunity Type Category
- Close Date
- Amount
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Opportunity Type Impact
Demonstrate the Percentage of New & Renewal Business impacted by Sales & Marketing.
Pipeline by Opportunity Type Category Report Fields
Grouped Fields:
- Opportunity Type Category
- Lead Source Departments
Metrics
- Amount
- Record Count
Reporting becomes actionable
Accelerate decision-making by turning reports into sales.
Reports that ACTUALLY Help You
Justify and improve revenue growth.
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Closing the Gap
Improve accuracy in your data to build the trust in your analytics.