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Sales Insights Model and Metrics

By Salesforce Labs

Transform Your Sales Data into Actionable Insights

No Ratings
Free  

Never requires payment

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Industries
Horizontal Product
Business Need
Analytics
Sales Intelligence
Sales Productivity
Requires
Sales Cloud
Tableau
Compatible With
Tableau Next

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.

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 Next
Salesforce Editions
Enterprise
Unlimited
Developer
Additional Requirements
This solution requires Sales in Agentforce 1 Edition or Agentforce for Sales Add-On license in: Enterprise, Performance, and Unlimited Editions.

App Details

Version
Sales_Insights_SDM_Package/ver 0.1 0.1.0
Listed On
08/17/2026
Latest Release
08/17/2026
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 0
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
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.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
0.1.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
08/17/2026

Additional Details

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

Need help?

Salesforce Labs

San Francisco, CA, USA

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