10 KPIs for Salesforce

Formula examples using Salesforce

Since you can import custom data from Salesforce to Plecto, not all formula examples can be generic. That's why we only prepared formulas based on the standard data types – those that are the same for everyone:

Salesforce Leads, Salesforce Opportunities, Salesforce Tasks

Copy and paste these formulas in the Advanced formula editor, then switch to the Visual editor for better usability.

If you use the formulas and something doesn't seem to be working, make sure to adjust formulas based on the data source and field names in your organization.

Number of New Leads

Count the number of new leads in Salesforce. The formula will count the number of new leads based on the default date field in the data source (for example, Created date).

Add a date modifier if you want the formula to calculate based on a different date field (for example, Updated date).

Data source: **Salesforce Leads **Number format: Decimal number

Number of All Tasks

Count the number of Salesforce tasks. All formulas in Plecto are versatile – add this formula to widgets that support custom grouping and see tasks by status, priority, and more. You don't have to create a separate formula to drill down different metrics.

Data source: **Salesforce Tasks **Number format: Decimal number

Number of Won Opportunities

To see the number of won Salesforce opportunities, you need to add a filter that counts only the "Closed Won" registrations and a date modifier to see metrics that are based on the actual close date.

Data source: **Salesforce Opportunities **Number format: Decimal number

Number of Completed Tasks

To get the number of completed tasks, add a filter that makes Plecto calculate only those registrations where the status says "completed." Change the date field to Completed Date to get the most accurate metrics.

Data source: Salesforce Tasks Number format: Decimal number

Number of Opportunities

See how many opportunities you have in Salesforce. The formula will count the number of opportunities based on the default date field in the data source (for example, Created date).

Add a date modifier if you want the formula to calculate based on a different date field (for example, Updated date).

Data source: **Salesforce Opportunities **Number format: Decimal number

Tip – Use the same formula on different widgets to extract different metrics

Add this formula to widgets that support grouping data by custom fields, and see your opportunities by stage, type, source, and more. You don't have to create separate formulas to drill down different metrics.

Number of Lost Opportunities

To see the number of lost Salesforce opportunities, you need to add a filter that counts only the "Closed Lost" registrations and a date modifier to see metrics that are based on the actual close date.

Data source: **Salesforce Opportunities **Number format: Decimal number

Conversion Rate – Leads to Deals

Same as with the win rate, the conversion rate formula depends on your needs and what metrics you want to include in the formula. This formula divides the number of won deals by the number of leads.

Data source: Salesforce Leads, **Salesforce Opportunities **Number format: Percent

Value of Lost Opportunities

This formula sums the amount of all opportunities that are closed lost. Feel free to add a prefix or suffix such as $ or USD to make your metrics easier to understand.

Data source: **Salesforce Opportunities **Number format: Decimal number

Win Rate

There are different ways to calculate a sales win rate. The formula depends on what metrics your business wants to see. Here's a basic formula that divides the number of won deals by the number of won and lost deals.

Data source: **Salesforce Opportunities **Number format: Percent

Value of Won Opportunities

This formula sums the amount of all opportunities that are closed won. Feel free to add a prefix or suffix such as $ or USD to make your metrics easier to understand.

Data source: **Salesforce Opportunities **Number format: Decimal number