← All dashboards/Marketing

Your Salesforce lead generation dashboard, every lead traced to its source.

Lead volume, MQLs, cost per lead, and conversion rate modeled from Salesforce Leads, Contacts, and Deals, reconciled with Google Ads spend data so every lead traces back to the campaign that created it.

See how to build one in Definite
What’s in a salesforce lead generation dashboard?

What’s in a salesforce lead generation dashboard?

A Salesforce lead generation dashboard is the single governed view of how leads enter the business, modeled from Salesforce Lead and Contact objects: how many come in, which channels create them, what each costs, and what percentage become marketing qualified. Ad spend from Google Ads is reconciled against Salesforce lead records so cost per lead is one number, not one per platform.

Google Ads claims one lead count and Salesforce shows another, because one counts form fills and the other counts lead record creation. When lead volume, cost per lead, and MQL conversion are modeled from Salesforce objects and reconciled with ad spend, you optimize the channels that actually generate Salesforce leads, not the ones that claim credit.

Who it’s forHeads of marketing, demand gen managers, and growth leads who run lead generation through Salesforce.

CadenceRefreshed daily; reviewed in the weekly marketing review and before budget allocation.

Built fromSalesforce, Google Ads

§ How it works

Describe your dashboard. Fi builds it.

Fi is the AI agent inside Definite. Tell it what you’re trying to understand, and it connects your sources, defines the metrics, and builds the dashboard. One conversation, not a project.

You
Show me lead generation from our Salesforce org — how many leads we are generating, which channels drive them, what they cost, and how many convert to MQLs.
✦ Fi
Here's your salesforce lead generation dashboard, on your Salesforce and Google Ads data.
Here’s what’s in it

The top row leads with the 4 numbers that matter most: Lead volume, MQLs, Cost per lead, Lead → MQL rate. Each shows a delta versus the prior period so you can see direction at a glance. Below that, 2 trend charts (Lead volume over time, Cost per lead trend) show how the headline numbers have moved over time. A breakdown (Leads by channel) splits the metric by dimension so you can see what's driving the total. A detail table (Lead gen efficiency) rounds it out with the secondary metrics and their deltas. Every number is computed from the exact formulas shown in the metric table below. Composites are derived from their components, not pasted in, so the KPI tiles, breakdowns, and totals all reconcile to each other.

Illustrative data

Lead volume

5.3K▲ 0.4%
Data ▾
PeriodLead Volume
Jan3.2K
Feb3.9K
Mar3.5K
Apr4.3K
May4.3K
Jun4.6K
Jul4.2K
Aug4.2K
Sep4.2K
Oct4.4K
Nov5.3K
Dec5.3K

MQLs

2.7K▲ 5.2%
Data ▾
PeriodMQLs
Jan1.4K
Feb1.3K
Mar1.7K
Apr1.9K
May1.7K
Jun2.0K
Jul1.8K
Aug2.4K
Sep2.1K
Oct2.4K
Nov2.5K
Dec2.7K

Cost per lead

$63▲ 20.8%
Data ▾
PeriodCost per Conversion
Jan$54
Feb$57
Mar$48
Apr$51
May$43
Jun$47
Jul$48
Aug$55
Sep$43
Oct$42
Nov$52
Dec$63

Lead → MQL rate

50.8%▲ 4.8%
Data ▾
PeriodLead → MQL Rate
Jan41.6%
Feb32.4%
Mar48.7%
Apr43.9%
May39.0%
Jun42.6%
Jul42.0%
Aug57.6%
Sep49.0%
Oct53.3%
Nov48.4%
Dec50.8%

Lead volume over time

3,000 3,500 4,000 4,500 5,000 5,500 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodLead Volume
Jan3.2K
Feb3.9K
Mar3.5K
Apr4.3K
May4.3K
Jun4.6K
Jul4.2K
Aug4.2K
Sep4.2K
Oct4.4K
Nov5.3K
Dec5.3K

Leads by channel

Paid Search Paid Social Organic Email Referral 0 300 600 900 1,200
Data ▾
ChannelLead Volume
Paid Search1.0K
Paid Social966
Organic1.3K
Email605
Referral1.3K

Cost per lead trend

40 45 50 55 60 65 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Data ▾
PeriodCost per Conversion
Jan$54
Feb$57
Mar$48
Apr$51
May$43
Jun$47
Jul$48
Aug$55
Sep$43
Oct$42
Nov$52
Dec$63

Lead gen efficiency

Ad Spend$328K▲ 17.9%
Conversions5.2K▼ 2.4%
MQL → SQL Rate26.1%▲ 23.3%
✦ Fi
Anything else I can do for you?
You
Which lead source in Salesforce generates the most leads at the lowest cost?Show me cost per lead by Salesforce lead source over the last quarter.Why did Salesforce lead volume drop last month when Google Ads spend was flat?What would MQL volume look like if organic lead conversion in Salesforce improved by 10%?Break Salesforce leads by campaign instead of source.Trace this month's MQLs back to the Salesforce lead records and campaigns that generated them.Break Salesforce lead volume by lead source and flag any source where cost per lead doubled.Add MQL conversion rate by Salesforce lead source to see which channels produce quality leads.Show me Salesforce lead volume trend overlaid with Google Ads spend.
  • Which lead source in Salesforce generates the most leads at the lowest cost?
  • Show me cost per lead by Salesforce lead source over the last quarter.
  • Why did Salesforce lead volume drop last month when Google Ads spend was flat?
  • What would MQL volume look like if organic lead conversion in Salesforce improved by 10%?
  • Break Salesforce leads by campaign instead of source.
  • Trace this month's MQLs back to the Salesforce lead records and campaigns that generated them.
  • Break Salesforce lead volume by lead source and flag any source where cost per lead doubled.
  • Add MQL conversion rate by Salesforce lead source to see which channels produce quality leads.
  • Show me Salesforce lead volume trend overlaid with Google Ads spend.
First version in a dayFree to start, flat pricingNo infrastructure to set up
§ Why the numbers tie out

Every metric traces back to your systems

This is the part a BI tool can’t fake. Each metric is defined once, in your warehouse, from a specific object in a specific source. Change the definition in one place and every tile, report, and answer moves with it. So the number on the screen is the number in the source.

Salesforce
◆ LeadLead VolumeMQLsLead → MQL RateMQL → SQL Rate
◆ ContactLead VolumeMQLsLead → MQL RateMQL → SQL Rate
◆ DealMQL → SQL Rate
Google Ads
◆ CampaignCost per ConversionAd SpendConversions
◆ Ad GroupCost per ConversionAd Spend
◆ Ad (Creative)Cost per ConversionAd Spend
MetricWhat it measuresHow it's calculatedSources
Cost per ConversionWhat you pay, on average, for a single conversion, the unit cost of demand.Ad Spend ÷ ConversionsGoogle Ads
Lead → MQL Rate—MQLs ÷ Lead VolumeSalesforce
MQL → SQL RateThe share of marketing-qualified leads that sales accepts as qualified, the handoff health check between the two teams.SQLs ÷ MQLsSalesforce
§ Then do something about it

Have our agent watch for you

A salesforce lead generation dashboard tells you what happened, and Fi tells you why. The last step is not having to remember to check. Point Definite at the one number you can’t afford to miss, and it watches that number for you off the same definitions as your dashboard. When it moves, you hear about it before the next review instead of during it. One metric, one action, always reversible.

Autonomous agent · watch churn
Watch
A metric you choose
net revenue churn
→
Judge
One condition
> 5% week-over-week
→
Act
One action
alert #revenue + open doc
◄──── then waits · cooldown 24h before it can act again ────
Scoped to a single metric and a single action. You arm it; you can disarm it anytime.
§ The data that powers it

Built from whatever you already run on

Connect the systems you already use. Any source of these types works, and you don’t move data into a warehouse, because Definite is the warehouse.

No warehouse to stand up or connect. See how the platform models your data →

§ Get started

Build your salesforce lead generation dashboard

From signup to a working dashboard in one sitting. No data team required.

01

Sign up

Free to start. No credit card, no infrastructure to set up.

Create your account →
02

Connect your sources

Stripe, your CRM, accounting. Definite syncs and models them automatically.

03

Decide your metrics

Pick the numbers that matter or let Fi propose them from your data. Every metric gets one definition, governed in one place.

04

Ask Fi to build it

Describe what you need in plain language. Fi builds the dashboard, and you refine by asking follow-ups.

§ FAQ

Common questions

Usually because Salesforce reports filter leads differently — different lead status inclusions, different date fields, different campaign member logic. This dashboard models lead volume from Salesforce Lead objects in your warehouse with one set of definitions, and reconciles against Google Ads form fills so there is one lead count, not one per report.
Salesforce for all leads, contacts, and MQL scoring. Google Ads for paid lead volume and ad spend. Definite syncs and models both sources into governed definitions so lead volume and cost per lead are comparable across channels.
It is a live ECharts dashboard running on a deterministic synthetic dataset, labeled illustrative. Cost per lead is computed from Google Ads spend over Salesforce leads, by the formula in the metric table. Connect your Salesforce org and Fi builds the same view from your data.
Tell Fi what you need, the way the prompt above reads. Fi connects your Salesforce org and Google Ads, proposes the lead gen metrics from your lead records, and you refine by asking follow-ups. No SQL, no analyst queue, no waiting for a Salesforce export.
Custom fields on Salesforce Lead records sync into your warehouse alongside standard fields. You can break any metric by a custom field — industry, company size, lead score — the same way you would with a built-in field, because the model reads from the full lead record.

Your answer engine
is one afternoon away.

Book a 30-minute call and watch us build your first dashboard live, with your own data.