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Lead Pipeline Dashboard
Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 years ago

** Note: You must have Contact Roles enabled to view this dashboard

This dashboard will give you a more in-depth view of your effectiveness in converting newly created Contacts into Opportunities and Closed Won Revenue. You can:

  • Identify the total number of new contacts created in a certain period, e.g. last quarter

  • For that list of contacts, identify which ones resulted in Opportunities. Note that Contacts must first be associated as a Contact Role. See this guide for further instructions.

Also, note that tracking Contacts with Opportunities in this manner is an alternative to using the Campaign object in Salesforce. The Campaign Object likely makes more sense if:

  • You have a marketing automation platform and want to sync data to Salesforce

  • You run marketing campaigns and want to report on revenue by Campaign rather than Contact Created Date.

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