---
schema_version: "1"
id: 59d40a92e36e69597b8a2d2634decda6ed4d83c8c3d2e06b1c6d371ba2178bda
title: Sales Insights Dashboards
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights_dashboard.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights_dashboard.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a90b59b08123134b5cbbe3b42650c4b1fb1e8ccb13e8720b75fde45ff3c65f5e
description: Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle. Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.
products:
  - Sales Cloud
release: "264"
---
# Sales Insights Dashboards

Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle. Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales with the Agentforce for Sales Add-on license in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions and Agentforce 1 Edition in: <strong>Performance</strong> and <strong>Unlimited</strong> Editions.</td></tr></tbody></table>

- **[Sales Insights Sales Performance](https://help.salesforce.com/s/articleView?id=sales.sales_insights_sales_perf.htm&release=264.0.0&type=5)**  
    The Sales Insights Sales Performance tab shows how your sales are trending over time. Compare by team member, month, or quarter to see whether sales are trending up or down.
- **[Sales Insights Leaderboard](https://help.salesforce.com/s/articleView?id=sales.sales_insights_leaderboard.htm&release=264.0.0&type=5)**  
    Get all the details you need for sales success from the Sales Leaderboard. You can see how your team is performing, which opportunities are stuck, and overdue activities. At a glance, you quickly understand your top open opportunities, the most recent opportunity changes, and the opportunities that need attention.
- **[Sales Insights Team Performance](https://help.salesforce.com/s/articleView?id=sales.sales_insights_team_perf.htm&release=264.0.0&type=5)**  
    Quickly identify opportunities for managers to coach or representatives to work on performance. See details, such as the average win rate, open pipeline, activities completed, or quota attainment for Sales Insights with Forecasting. You can select four KPIs to compare side-by-side at a time.
- **[Sales Insights Historical Trend - Forecast](https://help.salesforce.com/s/articleView?id=sales.sales_insights_historical_trend.htm&release=264.0.0&type=5)**  
    The Historical Trend - Forecast dashboard provides a comprehensive view of your forecast performance, pipeline health, and revenue opportunities over time. Use the Historical Trend - Forecast dashboard to track forecast accuracy, monitor pipeline velocity, identify at-risk deals, and analyze revenue upside potential.
- **[Sales Insights Sales Stage Progression](https://help.salesforce.com/s/articleView?id=sales.sales_insights_stage_progress.htm&release=264.0.0&type=5)**  
    Sales Stage Progression shows how deals move through stages of the sales process and if deals are moving smoothly. It also reveals bottlenecks and exposes at-risk opportunities.
- **[Sales Insights Sales Stage Conversion](https://help.salesforce.com/s/articleView?id=sales.sales_insights_stage_convert.htm&release=264.0.0&type=5)**  
    Dive into the details of your pipeline using stage conversion analysis. You can answer questions such as, how is our conversion efficiency, and where could we do better? You can see what percentage of pipeline progressed to close from this stage on the same day of this last period. You can understand what is the average conversion rate for open opportunities for the selected stage.
- **[Sales Insights Lead Analysis](https://help.salesforce.com/s/articleView?id=sales.sales_insights_lead_analysis.htm&release=264.0.0&type=5)**  
    Use the Lead Analysis dashboard to better understand your lead conversion rate, where your leads are coming from, how quickly the leads are converting, and which activities are generating opportunities.