Salesforce Dashboards: Referrals Pipeline

The Reports tab is a great resource to view the performance of your Advocate Hub, but if you'd like to calculate the ROI of your Advocate Hub, you'll need to create some Reports and Dashboards in Salesforce. To view this information, you'll need to have our AppExchange Package installed (if you haven't done this yet see our installation guide here).

Referral Pipeline Breakdown

This particular dashboard will show you the current dollar value and opportunity stage of all referral leads that came from your AdvocateHub. Because of this, it will only apply to you if you're asking for referrals in your hub and pushing them to Salesforce as leads.

To create this dashboard, you'll first need to create a new report with the following steps:

1. Go to the  Reports tab, add a new report, and choose Opportunities as the Report Type.

2. To make it a little easier to work with, switch the "Show" filter to  All Opportunities.

3. Likewise, switch the "Date filter" to  All Time.

Step 4. This step might have a couple of different variations, depending on how you've decided to surface your AdvocateHub leads in Salesforce.

Option 1: You've already been using our   Influitive Referral Source Field that came with our AppExchange Package.

If you've added our custom  Influitive Referral Source field to your lead layout, and mapped to this field to the Account/Opportunity level, you can use the following filter:

a. Beside "Filters", click on  Add.

b. Select  Influitive Referral Source from the drop-down that appears below.

c. Switch the criteria to  not equal to. 

d. Click  OK.

Option 2: You've been using the default Salesforce field called Lead Source and mapping a specific AdvocateHub field to it:

a. Beside "Filters", click on Add.

b. Select  Lead Source from the new dropdown that appears.

c. Type in the word(s) you've been using to identify AdvocateHub leads (from the screenshot above, this would be any values related to the field you selected above on the left side)d. Click OK.

Step 5. In the table of data, scroll right to find  Stage. Click on the arrow beside it and select Group by this field.

Step 6. Next, you'll need to find the Salesforce field where you keep track of the dollar value of opportunities. If you use a custom field, you'll need to use the "Quick Find" on the left to search for it, and then drag it into the table. 

For example, at Influitive we use a field called " Subscription MRR", as seen below:

Or, if you use one of the default Salesforce fields like "Amount" or "Expected Revenue", the field is probably already a column in the table. 

Note: If you're not sure about which field you use, you can ask your Salesforce administrator/ someone in Sales Operations about it. 

Step 7. On your respective field, click on the arrow beside it, and select " Summarize this Field..." 
8. Tick off the  Sum box (only!), and click Apply. 
Step 9. Now just save your report, as its ready to get added to a Dashboard.
10. Go back to the  Reports tab, click to create a New Dashboard.
11. Drag the following  Funnel icon into one of the columns on the right.
12. Click on the  Data Sources tab, and using the "Quick Find", search for the name of the report you saved in Step 9. Drag the report into the funnel.Step 13. Give a title to the funnel - e.g. "Referrals Pipeline Breakdown", Save the Dashboard, and you're all set!

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