Salesforce Global Dashboard

With the Salesforce Integration organizations have the option to turn on the Salesforce Revenue Dashboard. This is a graph that displays the Opportunities, Pipeline, and Closed Won in Salesforce that were influenced by Drift.

To turn this on, head to the Apps section under App Settings and find Salesforce. At the bottom of the page you'll find the Salesforce Revenue Dashboard toggle. 

This is what the dashboard looks like! 

 Click and Hover

Within the Salesforce Dashboard, you can hover over specific data points and click into them to see more data and details for that day.

How we calculate numbers from Salesforce

 

When an agent closes a conversation with a lead whose email isn't already associated with a lead or contact in Salesforce, Drift creates a Lead in Salesforce with Lead Source “Drift." We look at this lead source to attribute value to Drift.

Opportunities

Opportunities are those created by accounts with Drift-sourced leads. More specifically:

  • For each Lead with Lead Source “Drift” we find that Lead’s Converted Account
  • For each converted account, we look at the Opportunities created within the time period for that Account
  • Opportunities are the total number of these opportunities created within the time period

Pipeline Created

Pipeline Created is the total dollars associated with opportunities created by accounts with Drift-sourced leads. More specifically:

  • For each Lead with Lead Source “Drift” we find that Lead’s Converted Account
  • For each converted account, we look at the Opportunities created within the time period for that Account
  • Pipeline Created is the total dollar value (taken from the Amount field) of these opportunities created within the time period

Closed Won

Closed Won is the total dollars associated with opportunities closed by accounts with Drift-sourced leads. More specifically:

  • For each Lead with Lead Source “Drift” we find that Lead’s Converted Account
  • For each converted account, we look at the Opportunities closed within the time period for that Account
  • Closed Won is the total dollar value (taken from the Amount field) of these opportunities created within the time period
  • Note: We won't count any opportunities closed before the creation of the first Drift lead for an account
  • --Example: If a Drift lead is created on June 2nd, and it's Converted Account has Opportunities closed on June 1st and June 3rd, we'll only count the one from June 3rd

Did this help answer your question?

thumbs up
thumbs down

Thanks for the feedback! 🙏🏽


Help by drift