The DataHero Blog

5 Charts for Easy Salesforce Pipeline Analysis

September 10th, 2013

Creating visualizations of your Salesforce data will help you answer some of the big pipeline questions you have in a quick and easy way. With DataHero, easily import your sales reports in one click to get dynamic visualizations and unique insights.

Import Salesforce Reports

After connecting DataHero to your Salesforce account, DataHero lists all of the reports you’ve created in Salesforce.  Importing any report is just a single click.

 Salesforce Homepage

DataHero automatically creates suggested charts of your Salesforce data before you even lift a finger. Explore the answers to these suggested questions or ask a new one by clicking Create a New Chart.  Ask your question by dragging and dropping the data attributes onto the chart.

 Salesforce Your Charts Page

Visualize Reports

Here are some examples of charts that you can create from Salesforce’s standard “Current and Next 3 Fiscal Quarters” pipeline report.

1. Overall Pipeline by Quarter

To get started, drag the Done, Most Likely and Best Case scenarios onto the canvas to get a graph of revenue by quarter for each scenario.

 DataHero Current and Next Three Fiscal Quarters Pipeline Scenarios

2. Cumulative Pipeline by Quarter

Click the More button in the top right corner on the charts page, then toggle cumulative to see your pipeline as it progresses for each scenario over time.

 Cumulative Pipeline Analysis

3. Sales By Region

Drag on the region attribute and DataHero automatically creates a stacked graph of each scenario by region.

 DataHero Revenue by Region

4. Segment By Geographic Location

To see only the East, uncheck Midwest and West regions to the left of the chart under the “In Your Chart” tab.

5. Segment by Opportunity Owner

Determine who your top sales employees are by removing the region attribute and dragging Opportunity Owner onto the graph.

DataHero Pipeline by Opportunity Owner (1)

Finally, set the charts to update automatically with DataHero Live Charts, so that you don’t have to re-create the charts each time your data is updated in Salesforce. Once that’s done, export these charts to a PNG and share the insights with the rest of your team.

Try DataHero Today to Visualize your Salesforce Data

By Kelli Simpson

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