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Salesforce Account Overview Dashboard | Tableau Accelerator

By InterWorks

Understand Salesforce Pipeline & Revenue

No Ratings
Free  

Never requires payment

Industries
Horizontal Product
Business Need
Sales
Sales Intelligence
Dashboards & Reports
Requires
Sales Cloud
Tableau
Compatible With
Tableau Server
Tableau Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Tableau
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau Server
Tableau Cloud
Additional Requirements
License or trial of Tableau.

App Details

Version
Salesforce Account Overview Dashboard
Listed On
08/28/2023
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

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

Need help?

InterWorks

Stillwater, OK, United States

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