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%
ZoomInfo SalesOS - Global Data, Sales Intelligence & Automation
Your Sales and GTM teams live in Salesforce. But when they need accurate contact data, company insights, or intent signals, they're forced to switch between multiple tools—killing productivity and slowing down deals. Manual data entry leads to incomplete records, outdated information, and hours of wasted time each week. ZoomInfo's Salesforce Native Application (SFNA) embeds the world's most comprehensive B2B database directly into your Salesforce environment. Your reps get instant access to accurate contact and company data, buying signals, and enrichment capabilities, all without context switching. What Makes SFNA Different? Unlike basic integrations that just sync data, SFNA is a comprehensive managed package built specifically for enterprise Salesforce environments. It includes custom objects for complete data capture, advanced workflow automation, and enterprise-grade governance controls—all designed to maximize productivity and ROI. SFNA works seamlessly across Salesforce Lightning and Classic, supports mobile access, and integrates with your existing Salesforce automation (workflows, process builder, flows).
Top keywords
- salesforce6×3.92%
- data5×3.27%
- sfna4×2.61%
- access2×1.31%
- accurate2×1.31%
- accurate contact2×1.31%
- automation2×1.31%
- company2×1.31%
