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.
Closing the Gap
Improve accuracy in your data to build the trust in your analytics.
