Numerics integrates with Salesforce to let you create dashboards that visualize your opportunities, leads, campaigns and people. It also lets you combine business metrics from ActiveCampaign, HubSpot, Google Analytics, Google Sheets & a variety of tools in your tech stack - into a unified, sales dashboard that is glanceable and easy to understand.
With Numerics, you never lose sight of how your opportunities, leads, campaigns and people are performing. Now focus on the KPIs that matter most and make data-driven decisions anywhere, every time!
Salesforce is the world’s #1 customer relationship management (CRM) platform. Our cloud-based CRM applications for sales, service, marketing, and more don’t require IT experts to set up or manage – simply log in and start connecting to customers in a whole new way.
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Pre-built Salesforce KPI Templates.
Easy-to-use widget templates that serve as the building blocks to customizing your Salesforce dashboard.
Easy custom sales dashboard design.
Connect with your Salesforce account and create your own dashboards in minutes. No coding or training is required.
Salesforce Dashboard Setup GuideSecure, direct device-to-Salesforce connections.
The only Salesforce Dashboard tool on the planet that does not replicate your data and connects to the Salesforce servers directly from your devices. No intermediary cloud servers, secure by design.
KPIs & Key Metrics for Salesforce Dashboards
Build live sales dashboards using the pre-designed Salesforce dashboard widgets or KPI templates listed below.
Basic
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.
Opportunities
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.
Leads
The top 5 leads by industry within your chosen time span.
The top 5 leads by industry 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.
Campaigns
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.
People
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.
Custom SOQL
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
Display a day density chart from your own custom SOQL query.
Label using SOQL query
Display custom text based on data from your own custom SOQL query.
A Native Salesforce Dashboard App for all your Apple devices
Apple Watch: Wear your Salesforce KPIs.
Salesforce Metrics Everywhere!
Have your KPIs & metrics break out of your sales dashboard app into other parts of your devices.
Lock-screen widgets on your iPhone.
Keep track of your most important customer relationship metrics of Salesforce right from your iPhone lock screen.
Notification center widgets for your Mac.
Connect your Salesforce metrics to your MacOS sidebar.
Salesforce data driven home screens for your iOS Devices.
Native home screen widgets for your iPad & iPhone powered by data from your Salesforce account.
Watch complications for your Apple Watch faces.
Design a custom sales watch face using Salesforce data.
Make Siri Salesforce data aware!
“Hey Siri, what’s the value of opportunities in pipeline?"
“The total value of the opportunities in pipeline is 2.5M USD.”
Stream & share Salesforce KPIs with other users.
Stream a sales dashboard to other Numerics users & co-create dashboards with your team in real-time via secure iCloud sharing & collaboration with Messages.
Related Documents:
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Salesforce Dashboard Setup Guide
A quick guide to getting started with Salesforce dashboards in Numerics.
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Browse all Salesforce specific Numerics documentation.
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Securely share your Salesforce dashboards with teams using templates.
Deploy group dashboards organization-wide. Import templates using a guided wizard.
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Display real-time dashboards on Apple TV to keep team members focused on their work.
A Salesforce Team Dashboard App for the Apple TV
Related Blog Posts:
Salesforce Integration Specifications:
Salesforce, Inc. Support:
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