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Sales Insights & Analysis for Tableau Next

Sales Insights to Action

No Ratings
Free  

Never requires payment

Try It
Industries
Horizontal Product
Automotive
Manufacturing
Business Need
Sales
Productivity
Analytics
Requires
None
Compatible With
Tableau Next
Data Cloud for Tableau

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Tableau Next
Data Cloud for Tableau
Salesforce Editions
Enterprise
Unlimited
Developer

App Details

Version
XeoMatrix Sales Insights/ver 1.0 1.0.0
Listed On
09/08/2026
Latest Release
09/08/2026
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.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Agentforce
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: 1
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 AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
09/01/2026

Additional Details

The sales opportunity pipeline accelerator gives a quick start for Tableau Next. Built on automotive manufacturing data, it combines realistic Salesforce-styled data, executive dashboards, governed metrics, business context, and an agent-ready semantic model. Instead of spending weeks creating sample data, defining relationships, cleaning fields, and building KPIs, teams can begin with a connected, documented model. Three dashboard pages highlight pipeline health, sales performance, customer and product trends, geographic results, and commercial risk. Field descriptions, relationship guidance, metric definitions, and business preferences also help Tableau Agent deliver more consistent answers. Administrators can inspect the design, developers can extend it, and business users can explore immediately. Installation takes one click, followed by Create App, and the full stack is usually ready in about an hour. Use it to accelerate prototyping, train teams, validate Tableau Next capabilities, or adapt the model to your own Salesforce data. Try it for FREE!

Need help?

XeoMatrix Incorporated

Austin, TX USA

For assistance, please contact XeoMatrix Support at support@xeomatrix.com