
Salesforce Pipeline (direct connect)
by InterWorks
Description
The Accelerator for Salesforce Pipeline makes it easier than ever to connect directly to Sales Cloud--and then visualize your data, out of the box. Courtesy of our Partners at InterWorks, 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 our Partners at InterWorks to find out how they can help make you successful with Salesforce Pipeline analytics.
You'll need a trial or license to Tableau Desktop or Tableau Cloud to use this. Get started here.
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)
Features
Resources
Download and start your free trial of Tableau today.
Try Tableau NowRelated Listings
Salesforce Data Cloud - Agent Operational Efficiency
by TableauVagaro Business Performance
by VagaroSalesforce Data Cloud - Sales Pipeline
by TableauReal Estate Investment
by TableauRFM Analysis
by TableauSales Market Share
by TableauPrice Realization
by TableauSales
by TableauWeighted Sales Pipeline
by TableauSales Pipeline
by TableauSales vs Quota
by TableauSales and Margin + Target
by TableauRooms Revenue
by TableauSales and Margin
by TableauOnline Sales & Marketing
by TableauRetail Sales
by TableauRecurring Revenue
by TableauRetail Crime
by TableauSalesforce Data Cloud - Customer Engagement
by TableauSalesforce Data Cloud - Sales
by TableauSalesforce Data Cloud - Sales vs Quota
by TableauSalesforce Data Cloud - Weighted Sales Pipeline
by TableauSalesforce Sales Cloud - Sales Pipeline
by TableauSalesforce Sales Cloud - Weighted Sales Pipeline
by TableauSalesforce Data Cloud - Identity Resolution
by TableauSalesforce Data Cloud - Retail Sales
by TableauSalesforce Consumer Goods Cloud - Key Account Management
by TableauAceleración de Ventas
by EnnubeNext Best Offer: Retail Banking
by KeyrusExecutive KPI Scorecard
by BiztoryCustomer Insights with Data Cloud
by KeyrusSales Performance
by EgenUnified Customer Spend with Data Cloud
by EgenSalesforce Account Overview
by InterWorksSalesforce Campaigns
by InterWorksRetail Store Performance
by InterWorksFinancial and Revenue Intelligence Toolkit
by ZuarSales Cloud Opportunities
by BiztorySales Pipeline
by DevoteamProfit Insights
by DevoteamSalesforce Pipeline
by InterWorksSales, Customer, and Product Performance
by phDataRevenue Operations
by AtriumSales Pipeline and Forecast
by VisualiticsCustomer Demographics
by BeinexGaming Analytics
by LovelyticsSuperKPIs Income Statement
by Infotopics | Apps for TableauBudget Allocation
by BeinexCustomer Demographics - Arabic
by BeinexSales Pipeline - Performance & Insight
by MydralPipeline di vendita e previsione
by VisualiticsSales Performance
by KnowitCustomer Cohort Analysis
by Biztory영업 대시보드 (expert) - 한국어
by TableauProduct Sales Performance with Shopify
by LovelyticsCustomer Support Package Trends
by The Information LabContract Renewals Overview
by The Information LabConsumer Website Behavior
by The Information Lab
More by InterWorks
Salesforce Account Overview
by InterWorks
Insights into the industries and accounts that are generating revenue for your firm
Salesforce Campaigns
by InterWorks
Campaign performance and lead generation direct-connect to Salesforce
Retail Store Performance
by InterWorks
Quickly see trends in customer behavior--and understand sales performance at a glance.
Salesforce Pipeline
by InterWorks
Insights into revenue, pipeline, and performance of sellers
Quality Care Analytics
by InterWorks
Analyses the results of Care Quality Commission audits of healthcare settings in the UK.
Recruiting Efficiency
by InterWorks
Examines recruiting efficiency by analyzing the time to fill open positions.
Energy Spot Price
by InterWorks
Enables energy companies to make sales decisions based on current demand and pricing
Energy Production Scorecard
by InterWorks
Provides insights into energy generation by source