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Coda + Salesforce for Sales & Success
SFDC + Coda Team Starter Kit
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Personal Dashboards
Buck's Dashboard
Example dashboard for a member of your team. Can be replicated for all team members.
Fiscal Period:
All
Expected Revenue:
$439,638.50
Accounts At Risk:
16
(Accounts
not
marked as Closed)
Buck's Expected Revenue
Buck's Expected Revenue
17
Needs Analysis_Buck
Needs Analysis_Buck
17
Boeing
Opportunity Name
Software Sales
Type
-
Stage
Needs Analysis
Amount
$70,100.00
Expected Revenue
$14,020.00
Probability
20%
Close Date
1/6/2022
Acme Corp.
Opportunity Name
Upsell Deal
Type
-
Stage
Needs Analysis
Amount
$40,000.00
Expected Revenue
$8,000.00
Probability
20%
Close Date
11/10/2023
Planet Express
Opportunity Name
New York Team Licenses
Type
New Customer
Stage
Needs Analysis
Amount
$0.00
Expected Revenue
$0.00
Probability
20%
Close Date
8/6/2022
-
Opportunity Name
Delorean Construction Inc. HQ System
Type
Existing Customer - Upgrade
Stage
Needs Analysis
Amount
$4,000.00
Expected Revenue
$800.00
Probability
20%
Close Date
5/13/2022
Wayne Enterprises
Opportunity Name
Expansion to Design team
Type
-
Stage
Needs Analysis
Amount
$40,000.00
Expected Revenue
$8,000.00
Probability
20%
Close Date
11/30/2023
In Negotiation_Buck
In Negotiation_Buck
17
Boeing
Opportunity Name
Lead Referral Sale
Type
-
Stage
Negotiation/Review
Amount
$89,015.00
Expected Revenue
$80,113.50
Probability
90%
Close Date
2/9/2022
Behind the scenes 👀
To create your own personal dashboard: filter information from the
DB_All Opportunities
table and select what your preferred visibility. You can filter by
Opportunity Owner
even if the column is hidden.
Each team member can personalize their section to make it useful and visually conducive to their working style!
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