Looking for Lightning home page ideas for Sales. I have a customer who is transitioning to Lightning and is looking for any examples other customers may be willing to share on how their Lightning home pages are set up for your Sales teams. If you have any cool Sales home pages to share, let me know.
Note: feel free to hide any employee detail....we are just looking for framework ideas. Thanks in advance!
@Gay Thorne I haven't nailed down the perfect home page yet, but two components I've received positive feedback on are the Campaign Marketplace and a report chart for a custom version of the Performance component.
We use the Campaign Marketplace component to show a list view of current and upcoming active campaigns with images so team members can see campaigns in a much more attractive way just like our customers do on our website.
We also created a custom report to replace the Performance component to get around the limitation of showing Closed + Open (>70%). Our Sales leaders wanted to show Closed, Goal and their own definitions of Open based on different Forecast Categories, Stages, and Close Dates so I created a field to show Closed Amount and used a Reference Line on the chart for the Goal which they can easily change as needed. It's not as pretty, but it's far more functional for them. *Also, I considered using a report formula field for the Goal to show the amount in the legend and on hover, but it's easier for them to change the reference line when needed so it's a trade-off.
