Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Sales, Customer, and Product Performance
Understand performance of your sales and margin in a cockpit style view
- Industries
- Horizontal Product
- Business Need
- SalesSales Intelligence
- Requires
- Tableau
- Compatible With
- TableauTableau Cloud
This Accelerator for Sales, Customer, and Product Performance allows consumers to understand the performance of their sales and margin at a high level through a cockpit-style view.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Tableau
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- TableauTableau Cloud
App Details
- Version
- Sales, Customer, and Product Performance
- Listed On
- 10/20/2023
- Languages
- English
Security
This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Additional Details
This Accelerator for Sales, Customer, and Product Performance allows consumers to understand the performance of their sales and margin at a high level through a cockpit-style view. The three dashboards provide you with KPIs that are critical to understanding the performance of your business, and the phData team has built these dashboards with the Sales Performance data source that Tableau uses for its own Accelerators.
Need help?
phData
Minneapolis, MN
Other Resources