In this article:
Overview
Building this dashboard in Salesforce provides a visual summary of your key use cases, enabling you to quickly evaluate opportunities for sourcing, influencing, and expanding customer relationships. By offering a high-level view of your data, it helps you identify trends, prioritize accounts, and focus on high-impact actions that drive success within your revenue pipeline.
Follow these steps to set up your dashboard and gain actionable insights at a glance.
❗️Important
Dashboards in Salesforce are built on reports. Ensure the Crossbeam reports you want to include are already created and contain relevant data.
Watch this video for a detailed dashboard overview:
Step 1: Create a New Dashboard
Go to the Dashboards tab in Salesforce
Click on Create New Dashboard
Give the dashboard a name (Crossbeam 360 Dashboard)
Select a public folder to save the dashboard
Step 2: Set Up the Dashboard Layout
For the next step, save the header graphic image below to your computer by right-clicking on it, selecting Save Image As, and choosing a location on your computer.
This will be your header graphic:
You’ll see a grid layout where all components (widgets) will be placed.
Add a Header Graphic:
Click Widget and select image
Upload the graphic from your files
Set Scale to Fit Width and click Add
Adjust the image to fit the width and position it near the top of the grid
Step 3: Add Report Widgets to the Dashboard
Add Ecosystem Qualified Leads Report Widget
Click Widget and select Chart or Table from the options
Select Ecosystem Qualified Leads report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Metric Chart under Display As
Set the measure to Record Count
Delete the default Title box
Customize the footer with My prospects VS partners' customers
Click Add
Drag and drop the widget directly under the header graphic
Add Top Revenue EQLs Report Widget
Click Widget and select Chart or Table from the options
Select Top Revenue EQLs report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the metric chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to: -100 & 1
Set Decimal Places to Automatic
Delete the default Title box
Customize the footer with My strategic prospects VS partners’ customers
Click Add
Drag and drop the widget directly under the header graphic
Add Open Opps with Partner Overlaps Report Widget
Click Widget and select Chart or Table from the options
Select Open Opps with Partner Overlaps report from the Crossbeam Reports folder and click Select
On the Add Widget modal:
Click the metric chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to: -100 & 1
Set Decimal Places to Automatic
Delete the default Title box
Customize the footer with My open opps VS partners’ customers/open opps
Click Add
Drag and drop the widget directly under the header graphic
Add Partner Mutual Customers Report Widget
Click Widget and select Chart or Table from the options
Select Partner Mutual Customers report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the metric chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to -100 & 1
Set Decimal Places to Automatic
Delete the default Title box
Customize the footer with My customers VS partners’ customers
Click Add
Drag and drop the widget directly under the header graphic
Add Expansion Opps Report Widget
Click Widget and select Chart or Table from the options
Select Expansion Opps report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
click the metric chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to -100 & 1
Set Decimal Places to Automatic
Delete the default Title box
Customize the footer with My customers with an open opp VS partners’ customers
Click Add
Drag and drop the widget directly under the header graphic
Step 4: Add Source Opportunities to the Dashboard
Click Widget and select Text from the options and add the following text:
Source Opportunities Identify your prospects that are customers of your partners Use your partners to source new opportunities by getting unique insights, decision-making contacts or an intro into the account. |
Adjust its size to fit the layout.
Add Top Revenue EQLs Widget
Click Widget and select Chart or Table from the options
Select Top Revenue EQLs report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the metric chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to -100 & 1
Set Decimal Places to Automatic
Set Title to Top prospects to focus on (with a high projected revenue)
Customize the footer with My customers with an open opp VS partners’ customers
Click Add
Drag and drop the widget directly under the Source Opportunities widget box
Add Ecosystem Qualified Leads Widget
Click Widget and select Chart or Table from the options
Select Ecosystem Qualified Leads report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Donut Chart under Display As
Set the value to Record Count
Set Sliced by to Account: Account Owner
check boxes for: Show Values, Combine Small Groups into “others”, Show Total
Set Decimal Places to Automatic
Set Sort By to Account: Account Owner
Set Max Values Displayed to 100
Set Title to Prospects to Source Deals
Set Legend Position to Right
Click Add
Drag and drop the widget directly under the Ecosystem Qualified Leads Widget
Add Ecosystem Qualified Leads Table Widget
Click Widget and select Chart or Table from the options
Select Ecosystem Qualified Leads report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Lightning Table under Display As
Add Columns:
Account: Account Owner, Account: Account Name, Partner Name, Account: Revenue Bands
Set Sort By to Account: Revenue Bands (descending arrow)
Set Display Units by Shortened Number
Set Decimal Places to Automatic
Set Max Groups Displayed to 100
Set Title to Accounts where partners can help source opportunities
Click Add
Drag and drop the widget directly under the Source Opportunities text box
Step 5: Add Influence Deals to the Dashboard
Click Widget and select Text from the options and add the following text:
Influence Deals Identify your open opportunities that are customers or open opps of your partners Use your partners to influence deals by getting unique insights, decision-making contacts or an intro to new stakeholders. |
Adjust its size to fit the layout.
Add Open Opps with Partner Overlaps Report Widget
Click Widget and select Chart or Table from the options
Select Open Opps with Partner Overlaps report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Metric Chart under Display As
Set the measure to Record Count
Set Display Units to Shortened Number
Set Ranges to -100 & 1
Set Decimal Places to Automatic
Set the Title to Open Opportunities that can be influenced by Partners
Click Add
Drag and drop the widget directly under the Influence Deals text box
Add Opportunity Influence (By Stage) Widget
Click Widget and select Chart or Table from the options
Select Opportunity Influence (By Stage) report from the Crossbeam Reports folder and click Select
In the Add Widget modal
Click the Vertical Bar Chart under Display As
Set X-Axis to Opportunity: Stage
Set Y-Axis to: Record Count, Sum of Amount
Check the boxes for: Plot as Line Chart, Plot on Second Axis
Set Display Units by Shortened Number
Set Y-Axis Range to Automatic
Set Decimal Places to Automatic
Set Sort by to Opportunity: Stage
Set Max Groups Displayed to 100
Set Title to Open Deals that can be influenced by Partners
Set Legend Position to Bottom
Click Add
Drag and drop the widget directly under the Open Opportunities that can be influenced by Partners Widget
Add Opportunity Influence (By Owner) Widget
Click Widget and select Chart or Table from the options
Select Opportunity Influence (By Owner) report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Donut Chart under Display As
Set the value to Sum of Amount
Set Sliced by to Opportunity: Opportunity Owner
Set Display Units to Shortened Number
Check the boxes for: Show Values, Combine Small Groups into “others, Show Total
Set Decimal Places to Automatic
Set Sort By to Opportunity: Opportunity Owner
Set Max Values Displayed to 6
Set Title to Amount of Open deals that can be influenced by Partners
Set Legend Position to Right
Click Add
Drag and drop the widget directly under the Open Deals that can be influenced by Partners Widget
Add Opportunity Influence (By Owner) Table Widget
Click Widget and select Chart or Table from the options
Select Opportunity Influence (By Owner) report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Lightning Table under Display As
Add Columns:
Opportunity: Opportunity Owner, Opportunity: Opportunity Name, Opportunity: Stage, Opportunity: Amount, Partner Name, Partner Standard Populations
Set Sort By to Opportunity: Amount (descending arrow)
Set Display Units by Shortened Number
Set Decimal Places to Automatic
Set Max Groups Displayed to 100
Set Title to Oppty Influence (By Owner)
Click Add
Drag and drop the widget directly under the Influence Deals text box
Step 6: Add Retain & Expand Customers to the Dashboard
Click Widget and select Text from the options and add the following text:
Retain & Expand Customers Identify your customers that are also customers of your partners Use your partners to understand ways to expand your clients’ usage of your product and integrations, request an intro to new stakeholders, or to gather intel and recommendations. |
Adjust its size to fit the layout.
Add Expanision Opps Report Widget
Click Widget and select Chart or Table from the options
Select Expansion Opps report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Metric Chart under Display As
Set the Measure to Record Count
Set Display Units to Shortened Number
Set Ranges to -100 & 1
Set Decimal Places to Automatic
Set the Title to Open Deals on Existing Customers
Click Add
Drag and drop the widget directly under the Retain & Expand Customers text box
Add Expansion Opps Widget
Click Widget and select Chart or Table from the options
Select Expansion Opps report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Horizontal Bar Chart under Display As
Set Y-Axis to: Account: Account Owner
Set X-Axis to Sum of Account: Total Amount - Open Opportunities
Set Display Units by Shortened Number
Check box: Show Values
Set X-Axis Range to Automatic
Set Decimal Places to Automatic
Set Sort by to Account: Account Owner (ascending arrow)
Set Max Groups Displayed to 100
Set Title to Expansion Opportunities
Click Add
Drag and drop the widget directly under the Open Deals on Existing Customers widget box
Add Expansion Opps with Stages Table Widget
Click Widget and select Chart or Table from the options
Select Expansion Opps with Stages report from the Crossbeam Reports folder and click Select
In the Add Widget modal:
Click the Lightning Table under Display As
Add Columns:
Opportunity: Opportunity Owner, Opportunity: Account Name, Opportunity: Oportunity Name, Opportunity: Stage, Opportunity: Amount, Partner Name, Partner Standard Populations,Opportunity: Close Date
Set Sort By to Opportunity: Close Date (descending arrow)
Set Display Units by Shortened Number
Set Decimal Places to Automatic
Set Max Groups Displayed to 100
Set Title to Expansion Opps with Stages
Click Add
Drag and drop the widget directly under the Retain & Expand Customers text box
Step 7: Review and Save
Review it for consistency and ensure all widgets use the appropriate reports
Save the dashboard once all widgets are added and customized
Return to the Dashboard at anytime, click the edit pencil to make changes