Salesforce Pipeline Dashboard (Direct Connect) | Tableau Accelerator
The Salesforce Pipeline Dashboard makes it easier than ever to connect directly to Sales Cloud and visualize your data out of the box. This Accelerator 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 InterWorks for best results. 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)
Top keywords
- string7×3.70%
- data6×3.17%
- sales6×3.17%
- opportunity5×2.65%
- cloud4×2.12%
- sales cloud4×2.12%
- connect3×1.59%
- current3×1.59%
- opportunities3×1.59%
- own3×1.59%
- accelerator2×1.06%
- account2×1.06%
Outlook, Gmail & Office 365-Sidebar-
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Outlook and Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.91%
- cirrus4×2.33%
- cirrus insight3×1.74%
- insight3×1.74%
- activity2×1.16%
- cirrus insight supports2×1.16%
- data2×1.16%
- gmail2×
