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All pre-built Salesforce KPI Widget Templates in Numerics.
Value of opportunities in pipeline
The total value of the opportunities in pipeline.
Value of opportunities won
The total value of opportunities won within your chosen time span.
New opportunities trend
The trend of new opportunities plotted over a line graph within your chosen time span.
Open opportunities
The total number of currently open opportunities.
Opportunities win/loss ratio
Opportunities broken down by the number of won and lost deals within your chosen time span.
Opportunities won
The total number of opportunities won within your chosen time span.
Opportunity funnel by amount
The funnel of 5 opportunity stages in the pipeline with the estimated deal amount of the opportunities in each stage.
Opportunity funnel by count
The funnel of 5 opportunity stages in the pipeline with the counts of opportunities in each stage.
Opportunity funnel by expected revenue
The funnel of 5 opportunity stages in the pipeline with the expected revenue from the opportunities in each stage.
Top opportunities by probability
The top 5 opportunities by percentage chance of closing.
Top opportunity sources by number of won opportunities
The top 5 opportunity sources by the number of opportunities won within your chosen time span.
Top products by sales revenue
The top 5 products by their sales revenue within your chosen time span.
Leads by source
The top 5 leads by their source within your chosen time span.
Leads by status
The top 5 leads by their status within your chosen time span.
The top 5 leads by industry within your chosen time span.
Top campaigns by leads generated
The top 5 campaigns by number of leads generated within your chosen time span.
Top campaigns by opportunities generated
The top 5 campaigns by number of opportunities generated within your chosen time span.
Top campaigns by opportunities won
The top 5 campaigns by the number of opportunities won within your chosen time span.
Top sales people by revenue
The top 5 sales people by the revenue generated within your chosen time span.
Top sales people by value of closed deals
The top 5 sales people by the value of closed deals within your chosen time span.
Top sales people by value of open opportunities
The list of top 5 sales people by the total values of open opportunities they own.
Count and change using SOQL query
Display a count and percentage change values from your own custom SOQL query.
Count using SOQL query
Display a count from your own custom SOQL query.
Day density chart using SOQL query
Display a day density chart from your own custom SOQL query.
Gauge using SOQL query
Label using SOQL query
Display custom text based on data from your own custom SOQL query.
Line graph using SOQL query
Display a line graph based on your own custom SOQL query.
Named line graph using SOQL query
Display a named line graph based on your own custom SOQL query.
named-line-graph-visualization2
Display a pie chart based on your own custom SOQL query.
Timer using SOQL query
Top list funnel chart using SOQL query
Display a top list funnel based on your own custom SOQL query.
Salesforce Integration Specifications:
Widget Templates:
39
Authentication Type:
OAuth 2.0
Supported plans:
Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition
API Rate limit:
15000 Requests every 24 hours
Based on the official Salesforce API limits.
Salesforce, Inc. Support:
Salesforce Support
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