Description

Curate Salesforce data to display the health of the sales pipeline, and the impact of activities across the sales organization. The widget automatically pulls sources from Salesforce and provides many of the features available in the Salesforce web interface.

Includes the following Salesforce widgets:

Activities

Manage activities associated with a Salesforce opportunity or lead within Igloo with the responsive Salesforce Activities integration widget.

Forecast Category Chart

View a graphical representation of your forecast targets versus actuals within Igloo with the Salesforce Forecast Category Chart integration widget.

Lead Conversion Chart

View a graphical representation of your lead generation status versus targets by stage and quarter within Igloo with the Salesforce Lead Conversion Chart integration widget.

Leaderboard

Recognize the top sales earners in your organization within Igloo while helping the sales management team effectively distribute resources and opportunities with the Salesforce Leaderboard integration widget.

Notes & Attachments

View a graphical representation of your pipeline status versus your targets by stage and quarter within Igloo with the Salesforce Pipeline Chart integration widget.

Pipeline Overview

Display a dashboard of your most critical pipeline indicators within Igloo with the Salesforce Pipeline Overview integration widget.

Top Opportunities

View and manage the largest opportunities in your pipeline within Igloo with the Salesforce Top Opportunities integration widget. The widget displays the top opportunities by dollar amount.