Navigate: Setup > Sales > Customer Statuses

For the Lead Board to work "as is",  the following Customer statuses must be set up in your environment

• Internal id 6  = Marketing Qualified (rename Unqualified)

• Internal id 7 = Pending sales Qualification (rename Qualified)

• Internal id 17 = Subscriber (add this one)

• Internal id 18 = Inactivated (add this one

To see what statuses you have, - navigate to : Setup > Sales > Customer Statuses

If you can add the statuses missing and change existing lead statuses, so it matches the above internal ids, you can run this pre-built Lead Board out of the box. Otherwise you will have to do some changes in the Board Column settings so the status for each column matches the statuses you use in your environment.

For the PIPELINE Board to work "as is",  the following Customer statuses must be setup/updated in your environment

• Internal id 8  = Opportunity Identified

• Internal id 9 = Qualifying

• Internal id 10 = Proposal

• Internal id 11 = In Negotiation

• Internal id 12 = Purchasing

• Internal id 13 = Closed Won

• Internal id 14 = Closed Lost

To see what statuses you have - Navigate: Setup > Sales > Customer Statuses

If you can update your statuses so it matches the above internal ids, then you can run this pre-built Pipeline Board out of the box. Otherwise you will have to do some changes in the Board Column settings and corresponding drop action so the status for each column matches the statuses you use in your environment.

Read more about Board Configuration >>

If you have  enabled and disabled all features  in chapter pre requistes
And Changes Customer status

Now it is time to install pre built boards

Instruction - Install Pre Built Boards >>

Navigate: Setup > Company > General Preferences

• Budget Types

  • Go into the (SC) Sales Manager Role and create the Budget Types:
    - Sales Rep Phone Budget
    - Sales Rep Meeting Budget
    - Sales Rep Sales Budget

• Searches for KPIs, change or add budget type criteria:

  • KPI - Budget Phone My Team -> Sales Rep Phone Budget

  • KPI - Budget Event My Team -> Sales Rep Meeting Budget

  • KPI - Budget (My Team) ->  Sales Rep Sales Budget

• Create Report for Sales Rep Report

  • Open Reporter Layout Builder, click New

  • Choose Template Sales Rep report v2

  • Additionally, add dashboard views for Sales manager and Sales Rep

• Add missing Link in the menu

• Publish Dashboard when done with the setup