Salesforce data can be customized with a wide array of customizable objects. This Salesforce Block generates a pattern based on those core objects that are standardized across instances, such as Account, Opportunity, Lead, etc.
Optimize your sales funnel, target valuable leads, and keep track of top reps by leveraging the pre-built analyses in Stitch’s Salesforce block. This block includes three dashboards which provide analysis on sales and marketing leadership, sales ops management, and sales representative performance. Use this Block to accomplish the following:
See top-level sales metrics, such as total active customers, revenue closed, and average deal size to monitor performance
Evaluate conversion rates between different funnel stages to identify optimization opportunities
Monitor sales performance by segment to refine sales strategies
Forecast future sales
Monitor lost and won deals, revenue, and win rate by representative to evaluate performance
Keep an eye on the revenue pipeline and see how this is distributed across representatives