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Run your business easily and quickly.
1. Run your business easily and quickly.
Thanks to simple, customisable dashboards, it’s easy to see everything you need to know about the state of your business.
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Track to your goals.
2. Track to your goals.
For example, this component shows you how much business you’ve closed, so you always know how much further you need to go to crush your quota.
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Get insight into your pipeline.
3. Get insight into your pipeline.
This dashboard component visually displays your entire pipeline by stage — either for individual reps or in aggregate for sales managers.
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Go deeper to find details.
4. Go deeper to find details.
When you want more insights, it’s easy to drill down. With just a click on any dashboard component, you’ll see a full, customisable report.
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Manage your entire pipeline.
5. Manage your entire pipeline.
See your deals progress from one stage to the next.
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Know everything about your opportunities.
6. Know everything about your opportunities.
All the basic information about each opportunity, such as the type of deal and who’s assigned to it, is laid out. And with a click, you can see all the details of any opportunity.
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Find opportunities in your data.
7. Find opportunities in your data.
Sales Cloud makes each detail in every deal in your pipeline easy to see, including urgent insights uncovered by Einstein AI. With Sales Cloud, it’s easy to assign tasks, track the data that matters, and keep deals moving.
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Take your business with you.
8. Take your business with you.
With the Salesforce Mobile App for iOS and Android, you can take all of this information, and the ability to act on it, with you wherever you go.
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