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%
Squivr ☁️ Relationship Map | Org Chart | Playbook | Action Plan | WSA
Squivr delivers Salesforce-native account planning, relationship management, and revenue intelligence built for modern revenue teams. Product Tiers: -ArcSight: Dynamic Org Charts, Relationship Maps, and Agentforce integration. Visualize stakeholder structures, influence, and buying authority at a glance. -ArcSuite: Everything in ArcSight plus ArcGroups for Stakeholder Group management, advanced Relationship Mapping, and enhanced Org Charts. -Account Planning Suite: Strategic Account Plans with WSA, SWOT, Workspaces, Action Plans, Playbooks, collaborative account planning for strategic sales. -Squivr Analytics Suite: Advanced analytics and visualization tools - Scorecards,Grid, Reports, Dashboards, cross-object reporting and data analytics. -Squivr Enterprise Suite: The complete Squivr platform, available on Salesforce AgentExchange. Squivr delivers visibility into stakeholders, buying groups, decision-makers, and visual relationship maps for sales cloud. Automate Salesforce account org charts to map stakeholder structures and roles. Manage relationship maps and advanced grid views that reveal influence and buying authority. Improve account planning, strategy, and revenue growth.
Top keywords
- account5×3.40%
- relationship5×3.40%
- planning4×2.72%
- account planning3×2.04%
- advanced3×2.04%
- analytics3×2.04%
- buying3×2.04%
- charts
