Salesforce Global Dashboard

Updated 9 days ago ​by Sara Pion

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



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