Native Salesforce Dashboards

Published on April 8, 2026 QuoteX

1. Navigating the QuoteX Dashboard

Once QuoteX is installed in your Salesforce environment, you can build the powerful salesforce native reports and dashboards to gain real-time insights.

• Real-time Tracking: Use the Revenue Growth Tracker to monitor subscription products instantly.
• Switching Views: Toggle between "Sales Performance," "Resource Planning," and "Predictive Analytics" using the dashboard sidebar.

2. Master Sales Forecasting

QuoteX takes the guesswork out of your pipeline.

• Predictive Analytics: Review the Sales Intelligence panel to see projections of future revenue.
• Subscription Forecasting: View specific growth trends across all subscription-based products to see recurring revenue health.
• Proactive Planning: Use the "What-If" scenarios to adjust variables and see how they impact your quarterly goals.

3. Resource & Demand Planning

Align your human capital with your sales velocity.

• Weekly Demand Planning: View the Resource Demand chart to see staffing requirements broken down by the week.
• Strategic Hiring: Identify "Red Zones" where demand exceeds current capacity. Use these insights to justify new hiring needs to leadership.
• Alignment: Ensure your sales team isn't over-promising what your delivery team can't support by checking the Sales-Resource Alignment meter.

4. Optimizing Margins and Pricing

Maximize profitability with data-driven strategy adjustments.

• Pricing Strategy: Analyze the Margin Analysis widget to see which pricing tiers are performing best.
• Strategic Adjustments: Use historical data to identify where pricing can be optimized without sacrificing conversion rates.
• Margin Tracking: Monitor the "Profitability Index" on every quote generated to ensure all deals meet your business growth requirements.

Knowledge Article Number: KA-00163