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Sales Cloud Opportunities - Tableau Dashboards

Answer key Sales Cloud business questions using Tableau Dashboards

Overview

  • Answer Key Business Questions

  • Monitor and Improve KPIs

  • See and understand your Sales Cloud data

The Tableau Accelerator for Sales Cloud Opportunities provides sales and success leaders with a clear picture of where the opportunities are in their business so that they can make critical decisions about where to focus time and efforts – and where to make different choices. This Accelerator connects natively to Sales Cloud, and its insights include overall performance, pipeline and distribution of open opportunities across the sales funnel and customer base, and lost opportunities in the form of Tableau Dashboards. Connect directly with Biztory to find out how they can help you succeed with Tableau and Salesforce. Answer Key Business Questions - What is sales performance this year? How many opportunities have we closed, and what's the value to our company? - How many opportunities are currently open, and what's the value? - What's the distribution of pipeline across our sales cycle, industries and team? - What customers have we gained, and which have we lost?

Categories

Business Needs
Sales Intelligence
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Personas
Business User
Data Analyst
Executive