Overview
InsideView ROI dashboards provide a detailed summary of the influence InsideView has across the Lead, Opportunity, Contact, and Account objects within Salesforce. The Dashboard feature is included in the latest version of InsideView for Salesforce. You can install it if you are a user or upgrade your version using these instructions.
Benefits
ROI Dashboards enable sales leaders to quickly identify revenue and productivity gains achieved by using InsideView. This visibility provides many benefits including implementing performance metrics and fine-tuning social selling strategies to enable sales teams to effectively meet quarterly goals and optimize sales resources for productivity. The impact on business as measured by the dashboards include:
- Impact on sales Pipeline
- Generation & enrichment of Leads
- Creation and influence of Opportunities
- Enrichment of Account information
- Identification and creation of key Contacts
Dashboards and Reports
There are three types of InsideView dashboards, each contain a series of reports:
- InsideView Account and Contact Influence
- InsideView Lead Influence
- InsideView Opportunity Influence
InsideView Account and Contact Influence
The InsideView Account and Contact Influence dashboard displays how many accounts and contacts have been enriched and created using InsideView. These reports also display details of the accounts or contacts enriched or created by each account owner. You can customize your report summary information by setting parameters and a time frame.
There are four reports in this dashboard:
Accounts Enriched by InsideView by Owner: Displays how many accounts have been enriched by the account owners in SFDC using InsideView, within a specified time frame.
Contacts Enriched by InsideView by Contact Owner: Displays how many contacts have been enriched by the contact owners in SFDC using InsideView, within a specified time frame.
Accounts Created by InsideView by Account Owner: Displays how many accounts have been created by the account owners in SFDC using InsideView, within a specified time frame.
Contacts Created by InsideView by Contact Owner: Displays how many contacts have been created by the contact owners in SFDC using InsideView, within a specified time frame.
InsideView Lead Influence
The InsideView Lead Influence dashboard displays how InsideView has helped enrich your Leads across your team. These reports also display details of the leads enriched or created by each lead owners. You can customize your report summary information by setting parameters and a time frame.
There are four reports in this dashboard:
Leads Enriched by InsideView by Lead Owner: Displays all leads enriched by the lead owners using InsideView against a target, within a specified time frame.
Leads Enriched by InsideView by Lead Status: Displays all leads enriched by lead owners by lead status, such as qualified, open, converted, etc., within a time frame using InsideView.
Leads Enriched by InsideView by User: Displays all leads enriched in Salesforce.com by users using InsideView, within a time frame.
Leads Created by InsideView by User: all leads created in Salesforce.com using InsideView, within a time frame.
InsideView Opportunity Influence
The InsideView Opportunity Influence dashboard displays how InsideView has helped enrich your Opportunities, by opportunity stages (such as discovery, renewal etc.), types (mid/small market, etc.) and opportunity owners. These reports also display details of what opportunities were enriched by the owners. You can customize your report summary information by setting parameters and a time frame.
There are three reports in this dashboard:
Opportunities Influenced by InsideView by Opportunity Stage: Displays all opportunities enriched by the owners using InsideView at every opportunity stage, within a specified time frame. For example, the number of opportunities enriched during discovery stage, or during closed won stage.
Opportunities Influenced by InsideView by Opportunity Type: Displays all opportunities enriched by owners by opportunity type, such as small or mid-market etc., within a time frame using InsideView.
Opportunities Influenced by InsideView by Owner: Displays all opportunities enriched in Salesforce.com by opportunity owners using InsideView, within a time frame.
Additional Resources