Sales Pipeline and Forecast | Tableau Exchange

Sales Pipeline and Forecast

by Visualitics


The Sales Pipeline Accelerator shows you how much revenue your company has booked so far--as well as what your pipeline looks like--so that you can make data-driven decisions for your operations. This Accelerator, which connects natively to Sales Cloud, provides one source of the truth for Sales, Operations, and Finance leaders to make decisions faster and more accurately.

Connect directly with Visualitics to find out how they can help you.

Answer Key Business Questions

  • How many opportunities do you have?
  • What are the stages of those opportunities?
  • What is the amount correlated for each stage?
  • What is the revenue earned and coming?
  • Compare Amount vs Opportunities

Monitor and Improve KPIs

  • Closing Rate (Win Rate)
  • Sales Cycle
  • Sales Pipeline conversion rate
  • Number of opportunities
  • Drop-off deals
  • Revenue by type of opportunity
  • Revenue by category forecast
  • Revenue forecast growth
  • Revenue loss
  • Details for each deal

Required Data Attributes

You can connect directly to your own instance of Sales Cloud and replace the demo data with your own by right-clicking the data source and selecting "Edit".


Connects to Salesforce


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