Activity Forums Salesforce® Discussions How sales force is useful in tracking sales?

  • Suraj

    Member
    April 11, 2017 at 1:24 pm

    Hi Manpreet,

    Sales force records all the basic details like the number of customers served daily, daily sales volume, sales manager detailed reports, sales numbers in each month or quarter. Also, it keeps a track on the repeat customer, which is key to success for any sales organization

  • shariq

    Member
    September 17, 2018 at 11:01 pm

    Hi,

    Salesforce track sales Performance by:

    Use the performance chart on the Home page in Lightning Experience to track your sales performance or the performance of your sales team against a customizable sales goal.

    The performance chart displays data based on your sales team’s opportunities if you have an associated team. Otherwise, the chart displays opportunities you own. Only opportunities for the current sales quarter that are closed or open with a probability over 70% are displayed.

    Closed—The sum of your closed opportunities.
    Open (>70%)—The sum of your open opportunities with a probability over 70%. The blue line in the chart is the combined total of the closed opportunities and open opportunities with a probability over 70%.
    Goal—Your customizable sales goal for the quarter. This field is specific to the performance chart and has no impact on forecast quotas or any other type of goal. Click  edit button to set the goal.

    Hover over the chart to see the closed and committed opportunity amounts for different dates. If you hover over a date when an opportunity was closed or set to a probability over 70%, a blue dot appears. Click the dot to see a window with more opportunity details.The performance chart isn’t refreshed automatically. Click Refresh button   to make sure you have the most up-to-date view of your sales performance.

    Hope this helps.

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