Salesforce Closed Opportunities reporting dashboard connector Icon

Salesforce Closed Opportunity for TapClicks


About Salesforce Closed Opportunity

Salesforce Closed Opportunity is a free sales analytics dashboard for app publishers, allowing them to track their app downloads, revenue, rankings and reviews across multiple platforms.

How to Connect to TapClicks

Connecting Salesforce Closed Opportunity data to TapClicks is simple and straightforward.

Read the Connection Guide

Let's Get Started

  1. Simply select Salesforce Closed Opportunity from the TapClicks "Manage services" dashboard under the section "Connection Templates".
  2. Following the on screen guide, upload the sample file, map the fields, schedule file delivery and hit “Save”. If any issues, consider again following this Connection Guide or watching this video.
  3. Salesforce Closed Opportunity will now appear as a "Custom Created Connections” service in your manage services. Navigate to it and click.
  4. Select a specific Salesforce Closed Opportunity account and a client or end user with which to associate the account, and click “update”.
That’s it! Your tool is now connected and your data will flow into your dashboard! :)

Metrics Offered

  • Dashboard / Top Metrics
  • Account Name
  • Opportunity Name
  • Type
  • Amount
  • Close Date
  • Stage
  • Fiscal Period
  • Age
  • Opportunity Owner