Salesforce Sales Cloud Pipeline (Expert)

by Tableau

Free

Description

The Tableau Accelerator for Salesforce Sales Cloud Pipeline (Expert) helps you get data-driven insights on your sales pipeline based on your sales opportunities.

Sales managers can use this Accelerator to better understand the probability of closing for each opportunity, also implying the concept of a weighted pipeline to improve forecasting.

Answer key business questions

  • What is the size of our sales pipeline: overdue, short, medium, and long term?
  • What was our ability to convert opportunities?
  • Which opportunities do we have in our sales pipeline? Which opportunities do we win the most?
  • How is our sales pipeline composed?
  • Which account(s) drive our ability to convert opportunities?

Monitor and improve KPIs

  • Nb of Open Opportunities
  • Pipeline Value
  • Weighted Pipeline Value
  • Sales Cycle
  • Total Sales Value
  • Nb of Opportunities
  • Nb of Closed Opportunities
  • Nb of Won Opportunities
  • Nb of Lost Opportunities
  • Total Closed Opportunities Amount
  • Avg Deal Size (won)
  • Avg Opportunity Size
  • Nb of Accounts
  • Nb of Owners
  • Nb of New Accounts
  • Avg Probability
  • Total Opp. Amount
  • Sales Cycle (won)
  • Sales Cycle (lost)
  • Won/Lost Rate
  • Conversion Rate
  • Nb of Opp. per Account
  • Nb of Opp. per Owner
  • Sales Velocity

Required attributes

  • Opportunity Id (string)
  • Account (string)
  • Opportunity Owner (string)
  • Opportunity Type (string)
  • Opportunity Description (string)
  • Opportunity Stage (string)
  • Open Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Open.
  • Won Flag (string) ← expected values: 'Y', 'N'. 'Y' means the opportunity is Closed and Won.
  • Created Date (date)
  • (Estimated) Closed Date (date)
  • Amount (numeric)
  • Probability % (numeric)

Understand the Data Model Requirements

The Accelerator shows data from these objects:

  • Opportunity (custom field Opportunity Created Date (CreatedDate__c))
  • Account
  • User

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

United States / Canada

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • IBM - Global Salesforce and Business Expertise
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Latin America

  • Path - Data Intelligence by using Machine Learning and AI for the best decision making
  • TSoft Latam - Regional Partner that helps you drive business digital transformation through Data Analytics

Tech Specifications

Connection Type

Salesforce

Supported Layouts

Works with

Tableau 2019.4 and later

Security and Legal

Accelerator