Sell smarter with sales analytics software built directly into your CRM. Get a complete view of sales performance, deal inspection capabilities, and rich visualisations. Drive forecast accuracy. Close faster. And speed up revenue intelligence with Sales Cloud and Tableau.
Predict, plan, and deliver your targets and outcomes with data-driven selling.
Forecasting
Predict the likelihood of winning an opportunity, with each sales stage mapped to a forecast category such as Pipeline, Best Case, Commit, Closed, and Most Likely. Easily customise and define categories to match unique business processes and sales cycles. Increase forecast precision through live rollups by selecting either single forecasts, displaying values from individual categories, or cumulative forecasts that combine values from multiple categories.
Build custom forecasting pages for your unique sales process with standard and custom components — with clicks, not code. Increase forecast accuracy by allowing first-line managers to easily asses opportunities and make accurate and informed adjustments. Forecast with flexibility by team, product families, product schedules, territories, opportunity splits, and custom measures — all without a single spreadsheet.
Visualise the health of your sales forecasts with built-in charts. Easily track changes in the current period and assess performance against past periods — without manual calculations. Gauge whether the team is tracking to hit sales goals based on past performance. Gain data-backed confidence with KPIs that showcase how your sales numbers compare with Einstein’s predictions. Quickly asses and take action on which forecasts have shifted with visual cues and alerts.
Forecast across departments and geographies. Or however you segment your business. Bring all your opportunity data across every org and every system into a single view with Data Cloud.
Pipeline Inspection
Empower sales teams to prioritise their efforts with a unified view of pipeline metrics, top opportunities, and weekly deal updates. Visualise changes in the pipeline and understand factors behind these shifts so you can strategize on how to bridge the gap. Keep opportunities current with easy inline field editing. Drive focus by flagging crucial deals and alerting sellers when next steps haven't been updated.
Spot risks early with weekly change signals that include visual cues and alerts. Prioritise opportunities by their likelihood to close and understand which opportunities have moved tiers. Coach reps to focus on the right actions to move deals forward.
Surface insights, predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward by choosing which insights to show. See deal progression, trends from voice and video insights, context from relevant emails, insights from service cases and more. Discover if the right stakeholders are involved for deals in the pipeline, and how engaged they are.
Revenue Intelligence
Build stronger pipelines, improve forecast accuracy, and generate more revenue with out-of-the-box dashboards that give performance insights to your sales team. Gain a complete view of revenue performance with insights into the areas to focus on, like opportunities moving to the next stage. Learn if sales are trending up or down with details such as average win rates and sales size, and days to close. Use the Commit Calculator to test scenarios and understand how changes to pipeline can affect the bottom line.
See which accounts have potential for growth or need more attention with access to dashboards and machine learning models. Get a comprehensive view of account health via KPIs like health, engagement, win rate, average deal size and more.
Close faster by equipping sales with purpose-built analytics and actionable insights throughout the sales cycle.
Connect revenue management processes to accelerate new streams and boost efficiency with Revenue Cloud.
Guide sellers at every step of the sales cycle with Einstein-informed intelligence built into your CRM.
Bring trusted customer data to AI and unlock impactful growth opportunities with a single, unified view of your accounts and sales activities from any data source.
Select your Sales Cloud edition below. Some editions already include Sales Analytics products. For the others, you can easily add the products you need.
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This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
We use Salesforce as our single source of truth for opportunity management and forecast input. This helps us keep our global foreast always up-to-date and has increased our forecast accuracy globally.
CJ LiuDirector, Sales Business Intelligence and Data Science, Snowflake
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Sales analytics enables businesses to analyse their sales data and gain insights into their sales performance. These tools help businesses identify sales trends, track sales metrics, and optimise their sales strategies.
Sales analytics in CRM refers to the use of data analytics and business intelligence techniques to analyse sales data and gain insights into customer behaviour, sales performance, and revenue growth. It enables businesses to make data-driven decisions to optimise their sales strategies.
