Dashboards
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Dashboards


Article summary

To access dashboards in Salesforce, go to the Dashboards page, select Gong Dashboards under All Folders. The Gong pipeline analysis provides insights on next quarter's pipeline, competitive opportunities, and scorecards usage. The competitive analysis includes data on competitive won opportunities and win rates. The scorecards analysis helps identify top users, managers, and reps needing coaching. The Economic Pulse dashboard shows how economic factors impact sales, including win rates and pipeline risks. Reports cover economic pulse rates in conversations, pipeline impact, and win rates. Enable the Economic Pulse tracker for data display.

To find dashboards in Salesforce, go to the Dashboards page, click All Folders in the left pane, and select Gong Dashboards.

Gong pipeline analysis

See an analysis of your next quarter's pipeline, based on conversational data provided by Gong:

  • Competitive Opps closing this Q

  • Late-stage Opps without pricing

  • Closing Opps w/o their VP participation

  • $ pipeline impacted by competitive Opps

Gong competitive analysis

See an analysis of your competitive landscape, based on conversational data provided by Gong:

  • Competitive Opps closing this Q

  • Percentage of competitive won Opps per Q

  • $ value of won Opps with competition

  • Win rate per Q for competitive Opps

Gong scorecards analysis

Get details of how scorecards are being used in your company, who fills in the most cards, who fills in the least, which reps score highest and which reps need coaching. Use the dashboard to identify the reps who need more feedback, and the managers who should be giving more feedback. The reports included in the dashboard are:

  • Top users to score a call: shows the people who filled in the most scorecards over the last 30 days

  • Scoring done per month by manager: shows how many scorecards managers filled in each month in the last two fiscal quarters

  • Top users to get scored: shows the people who scored the highest in scorecards filled in for their calls in the last 30 days

  • Bottom users to score a call: shows the people who filled in the least scorecards over the last 30 days

  • Top scorecards: shows which types of scorecards were filled in the most over the last 30 days

  • Bottom users to get scored: shows the people who scored the lowest in scorecards filled in for their calls in the last 30 days

  • Users with highest avg overall score: shows the people with the highest average score over the last 30 days

  • Users with the lowest avg overall score: shows the people with the lowest average score over the last 30 days

  • Managers avg. scores over time: shows the average score given monthly by each manager over the last two fiscal quarters

  • Reps avg. scores over time: shows the average score received monthly by each rep over the last two fiscal quarters

  • Scorecards given over time: shows the total number of scorecards given in you company each month over the last two fiscal quarters

Economic pulse

This dashboard shows data on how current economic considerations are affecting your sales. The reports give details such as how often this comes up in calls, the potential amount in your pipeline affected by this, and whether there has been a change in the win rate over time.

Note

You must have the Economic pulse tracker enabled for this dashboard to display data.

The dashboard includes the following reports:

  • Economic pulse rate in conversations over time: shows the percentage of conversations economic pulse tracker terms came up in conversations in the current and previous fiscal quarter.

  • $ pipeline impacted by Economic Pulse: shows the total amount of all opportunities where economic pulse tracker terms were mentioned so that you can evaluate risk to your pipeline.

  • Economic Pulse - Impacted Opportunities by Stage: Shows a breakdown of the stage different opportunities were in when economic pulse terms were mentioned, together with the total amount of the opportunities.

  • Economic Pulse - Impacted Industries: shows the number of opportunities per industry where the economic pulse tracker terms were mentioned together with the month the opportunity started.

  • Economic Pulse - Impacted Account Types: shows the number of times the economic pulse tracker terms were mentioned by different types of accounts, such as customers or prospects.

  • Overall win rate per Q: shows the percentage of deals won in the current and previous fiscal quarter.

  • Win Rate - Economic pulse impacted opps per Q: shows the percentage of opportunities won where economic pulse terms were mentioned.


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