Salesforce Pipeline (direct connect)

by InterWorks

Free

Description

The Accelerator for Salesforce Pipeline enables customers to analyze the health of their current opportunity pipeline. By comparing current data to the previous year, users gain an understanding of how current opportunities compare to past performance. Users can dig in and analyze opportunities by external accounts or internal owners and project expected value based on opportunity stage.

This version of the Accelerator connects directly to Sales Cloud. You can connect to your own Sales Cloud data sources by right-clicking on the sample data source, clicking "Edit Data Source", and then using your own credentials to log in to your own instance of Sales Cloud.

Connect with our Partners at InterWorks to find out how they can help make you successful with Salesforce Pipeline analytics.

Answer Key Business Questions

  • What value can you expect from the current opportunities in your pipeline and how does that compare to past performance?
  • What value have you gained from closed deals and how does that compare to past performance?
  • What is your average deal size?
  • What is your win rate?

Monitor and Improve KPIs

  • Total Sales
  • Expected Sales
  • Opportunities Won
  • Win Rate
  • Average Deal Size

Required Data Attributes

  • Account Name (string)
  • Account ID (string)
  • Industry (string)
  • Close Date (date)
  • Closed (boolean)
  • Opportunity ID (string)
  • Opportunity name (string)
  • Opportunity owner (string)
  • Stage (string)
  • Amount (integer)

Tech Specifications

Connection Type

Salesforce

Security and Legal

Accelerator