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Creating Opportunity & Revenue Dashboards

Being able to see your return on investment via revenue and pipeline is one of the most important KPI’s for marketers out there. Qualified makes it easy to view the ROI of your chatbots and proactive website conversations by helping you create revenue and pipeline dashboards tied to the information you already have in Salesforce.

In this guide, we’ll show you how to create Revenue & Pipeline dashboards within Qualified using your Salesforce data to illustrate ROI.

Getting Started

To get started, navigate to your Analytics area of the app as shown below by going to Settings > Analytics

Revenue & Pipeline Influence dashboards in the navigation.


Once here you have 2 options for Salesforce integrated dashboards:

  • Revenue Dashboard
  • Pipeline Dashboard

Revenue Dashboard

The revenue dashboard will show you what revenue has been influenced by Qualified using information pulled directly from your Salesforce instance.

If a visitor had a conversation with your sales team or interacted with your chatbot we will attribute the revenue attached to that visitor in the Opportunity to Qualified.

Select the date range on the top right hand corner of your dashboard to see different time periods. When you select a date range we’ll show you all Opportunities within your Salesforce instance that closed during the time range.

Selecting the date range within the Qualified Dashboard
Selecting the date range within the Qualified Dashboard.


By default we’ll include Opportunities attributed to visitors that were matched via:

  • Related Account through the visitor's Contact
  • OpportunityContactRole through the visitor's Contact

In other words, when a visitor (that matches either description above) has come to your site and had a conversation via Qualified we’ll add their opportunity closed/won revenue to the dashboard.

You can filter to exclude either of these options when looking at your dashboard.

Once you’ve set your filters you’ll see the dashboard show both the number of Opportunities Closed / Won that fit this criteria as well as the total dollar amount.

Dashboard showing number of Opportunities and Amount.

Below this are rows that go into more detail including the name of the Opportunity and the dollar amount. Add columns to the rows to get more detail by pulling information straight from your Salesforce instance into the dashboard.

Pipeline Dashboard

Similar to the revenue dashboard the pipeline dashboard will show you the pipeline currently in your Salesforce instance that has been attributed to Qualified.

If a visitor had a conversation with your sales team or interacted with your chatbot we will attribute the revenue attached to that visitor in the Opportunity to Qualified.

You’ll want to begin by setting your filters. By default, we’ll include a few filters but you can change them to exclude certain Opportunity statuses as well as visitor criteria.

  • Opportunity Status
  • Opportunity Stage
  • Related Account through the visitor's Contact
  • OpportunityContactRole through the visitor's Contact

Once you’ve set your filters you’ll see two tiles appear in your dashboard: the total number of Opportunities influenced and the total dollar amount of those Opportunities.

Dashboard showing number Opportunities and Pipeline influenced.



Filters

Use filters in either dashboard to narrow down the scope of your dashboard view.

  • Change the currency field you'd like to report on
  • Show only Opportunities attributed to Leads created by Qualified
  • Include Opportunities attributed to visitors that were matched via: Related Account through the visitor's Contact and/or OpportunityContactRole through the visitor's Contact

When you've finished setting your filters Apply your changes by clicking "Apply" as shown below.

Applying changes to the Qualified dashboards
Applying or Reverting changes made to your Dashboard.

Dashboard Sharing

Dashboards will be created on a user by user basis and your settings will save within your own browser. Dashboards will not be automatically shared with anyone else in your Qualified team account.

Currently only Administrators in your Qualified account will have access to the Revenue & Pipeline dashboards. If you’d like for reps to also have access, please contact our support team.

Summary

Within your Salesforce Revenue & Pipeline Dashboards you'l be able to visualize the ROI of having Qualified on your website creating leads and influencing opportunities.

Next Steps

Request a live demo

See Qualified in action on your website. Request a live demo and one of our reps will contact you immediately, or talk to us right now.

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