Salesforce Pipeline Dashboard (Direct Connect)

The Salesforce Pipeline Dashboard makes it easier than ever to connect directly to Sales Cloud and visualize your data out of the box. This Accelerator enables customers to analyze the health of their current opportunity pipeline. By comparing current data to the previous year, users gain an understanding of how current opportunities compare to past performance. Users can dig in and analyze opportunities by external accounts or internal owners and project expected value based on opportunity stage.

This version of the Accelerator connects directly to Sales Cloud. You can connect to your own Sales Cloud data sources by right-clicking on the sample data source, clicking "Edit Data Source," and then using your own credentials to log in to your own instance of Sales Cloud. Connect with InterWorks for best results.

Monitor and Improve KPIs

• Total Sales
• Expected Sales
• Opportunities Won
• Win Rate
• Average Deal Size

Required Data Attributes

• Account Name (string)
• Account ID (string)
• Industry (string)
• Close Date (date)
• Closed (boolean)
• Opportunity ID (string)
• Opportunity name (string)
• Opportunity owner (string)
• Stage (string)
• Amount (integer)