Note: This release is in preview. Features described here don’t become generally available until the latest general availability date that Salesforce announces for this release. Before then, and where features are noted as beta, pilot, or developer preview, we can’t guarantee general availability within any particular time frame or at all. Make your purchase decisions only on the basis of generally available products and features.
Where: This change applies to High Velocity Sales in Lightning Experience. High Velocity Sales is available as an add-on in Enterprise, Performance, and Unlimited editions.
Who: To view High Velocity Sales performance dashboards, you need the High Velocity Sales User or High Velocity Sales Cadence Creator permission.
Why: With the Engagement Performance dashboard, managers see prospect engagement statistics for emails and phone calls, sorted by sales cadence, date range, sales rep, or a combination.
With the Sales Cadence Performance dashboard, managers see sales cadence effectiveness. Details include statistics on targets in progress, lead conversion, and sales cadence completions.
Managers can also see how long prospects take to move through sales cadences and whether reps are completing outreach steps on time.
The Lead Performance dashboard shows your sales managers how well their team is converting leads. They can see how fast sales reps act on new leads and the number of leads in each stage of the sales funnel. The dashboard also shows the average number of days to convert, the number of touches per lead, and the number of conversions. With this data, sales managers can see which reps need more coaching and which sales cadences need tuning.
Sales managers can filter lead statistics by sales rep, sales cadence, and date range.
How: To enable the dashboards, map your Call Outcome values and turn on the High Velocity Sales Performance Analytics Application in High Velocity Sales Setup. To view the dashboards, sales managers choose High Velocity Sales Performance from the navigation menu in the High Velocity Sales app.