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Salesforce Account Overview Dashboard | Tableau Accelerator

Understand Salesforce Pipeline & Revenue

Overview

InterWorks' Salesforce Account Overview Dashboard shows you from which sectors your revenue is being generated, and it provides you with insights like YOY performance, win rate, account details, and expected revenue.

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  • Understand which accounts and industries are generating opportunities and revenue.

  • Understand current performance vs. historic (YoY comparisons)

Knowing where your pipeline and revenue are coming from is key to taking the right actions--and making the right investments for the future. InterWorks' Salesforce Account Overview shows you from which sectors your revenue is being generated, and it provides you with insights like YOY performance, win rate, account details, and expected revenue. This Accelerator connects to standard data objects in Sales Cloud, and you can connect directly with InterWorks to find out more about how their expertise can help you see and understand your own Sales Cloud data. Monitor and Improve KPIs - Opportunities by account - Opportunities by industry - Actual and expected revenue - Win Rate - YoY comparisons Data Strategy This Accelerator connects to Sales Cloud. You can enter your own credentials by right-clicking on the data source and selecting

Categories

Business Needs
Sales
Sales Intelligence
Dashboards & Reports
Industries
Horizontal Product
Personas
Data Analyst
Sales Representative / Manager

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