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Sales Insights Model and Metrics

Transform Your Sales Data into Actionable Insights

Overview

Use the Sales Insights semantic model to gain insights into your Sales Performance, Leaderboard, Team Performance, Stage Analysis Progression, Stage Analysis Conversion, and Sales Lead Analysis data.

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  • Sales Performance Analytics - Gain visibility into your sales organization's performance with metrics that track revenue generation, pipeline health, and deal progression

  • Pipeline Intelligence - Understand sales pipeline dynamics with metrics for open pipeline, forecast categories, and deal stage progression

  • Sales Leaderboard & Team Performance - Compare performance across sales teams and representatives to identify top performers and coaching opportunities

  • Stage Analysis & Conversion - Analyze opportunity progression through sales stages and identify stuck or neglected opportunities

  • Lead Analysis & Conversion - Track lead volume, conversion rates, and lead aging to measure effectiveness of lead generation processes

  • Forecasting & Planning - Leverage forecasting metrics for revenue planning, quota management, and pipeline coverage analysis

Transform Your Sales Data into Actionable Insights The Sales Insights Model and Metrics package delivers a comprehensive semantic model purpose-built for sales organizations using Agentforce Sales, Data 360 and Tableau Next. Get instant access to 15+ pre-configured metrics, 60+ calculated fields, and enterprise-ready data transformations that power your sales analytics from day one. What's Included * 15 Pre-Built Metrics: Active Accounts, Average Days to Close, Average Deal Size, Best Case Forecast, Closed Opportunities, Closed Won Sales, Commit RI, Conversion Rate, Converted Leads, Open Leads, Open Pipeline RI, Projected Attainment, Win Rate, Won Opportunities, and more * 60+ Calculated Fields: Dimension and measure fields including Close Date, Current Stage Name, Lead Age Ranges, Stage Progression, Days in Stage, Lead Conversion Rate, Win Rate, and many more

Categories

Business Needs
Analytics
Dashboards & Reports
Data Visualization
Industries
Horizontal Product
Personas
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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