Sample CRM Dashboards

Go to https://appexchange.salesforce.com/home and search for “Salesforce CRM Dashboards” to download and install the package containing the following dashboards and underlying reports. (Your dashboards may appear different, depending on your data. Screenshots in this guide may differ slightly from the ones in the package.)

Sales and Marketing Dashboards

• Marketing Executive Dashboard
• Sales Executive Dashboard
• Sales Manager Dashboard
• Salesperson Dashboard

Customer Service Dashboards

• Agent Supervisor Overview Dashboard
• Service Executive Overview Dashboard
• Service KPIs Dashboard