Salesforce: sales representative custom dashboard

We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.

The Process

Try it For Yourself

We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month for that specific sales rep. We keep it simple on purpose, you could add any metrics you want to this dashboard. We mainly want to show the logic here. 

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The Advantages

Key Benefits

Eliminate the need for expensive third-party connectors and laborious copy-pasting.

Seamlessly import, organize, filter, and manipulate your Salesforce data. Analyze it alongside data from other sources, and build custom Salesforce dashboards and reports.

View and organize your Salesforce data within a familiar spreadsheet interface.

Use the spreadsheet formulas and functions you already know and love — including calculated columns, lookup functions, and aggregation formulas. Plus, Actiondesk offers additional, more powerful features that help maximize your business intelligence.

Feel confident in knowing that your data is always accurate and up-to-date.

Thanks to real-time cloud-based updates, any changes to your data made from within Salesforce are automatically reflected in your Actiondesk spreadsheet.

Save time to analyze your data and make better decisions for your business
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Our Use Cases

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