A dashboard shows team quotas are on track as well as an account upside score of 72 and how to improve upon that score.

Revenue Intelligence

Boost revenue performance with actionable and purpose built intelligence built into Sales Cloud. Turn insights into action with out of the box, AI-powered visualisations. Get complete visibility of pipeline, forecasting, and rep performance — all on a single, customisable platform.

Win and grow fast with actionable revenue intelligence.

Sell smarter with purpose-built AI-recommendations and analytics.

Improve Forecast Accuracy.

Track quota attainment by diving into insights from team performance, pipeline, and historic trends. Coach winning teams with access to rep performance metrics such as average win rate, open pipeline, and activities completed. Make deal adjustments with insights into sales trends like average win rates, days to close, and average sales size.

Dashboards show team quota attainment on track, top open opportunities, and amount of won opportunities.

Predict future sales by comparing current forecast performance to a comparable previous period. Stay on track to hit forecasts by monitoring trends in velocity, pipe coverage, and commit. Evaluate team performance against goals quickly with easy-to-track visualisations of individual performance and commit numbers. Take next best action on the largest opportunities by reviewing key deals and next steps — all in a single view.

A notification says you are likely to achieve your quota with 54 days left in quarter and a $35M Einstein prediction.

Run multiple what-if scenarios to understand how changes in pipeline can affect revenue targets. Set a revenue goal and then model the impact of adding or removing deals from pipeline to close existing gaps. Forecast more accurately by estimating an addition of last-minute opportunities that haven't been included in pipeline based on historic trends.

Filter deal by account owner, product family, and time period. Display of geographical info and new opportunities by account.
Dashboards show team quota attainment on track, top open opportunities, and amount of won opportunities.
A notification says you are likely to achieve your quota with 54 days left in quarter and a $35M Einstein prediction.
Filter deal by account owner, product family, and time period. Display of geographical info and new opportunities by account.

Identify and Minimise Pipeline Risks.

Give reps a personalised command centre to track progress towards quotas. Manage real-time deal shifts with insights into stage progression and amount changes. Take action on opportunities that have been prioritised as stuck, overdue, or stagnant. Encourage reps to perform what-if analysis to scenario plan the best path to meeting quotas.

A dashboard shows a VP of Sales’ team and their 57% win rate.

Help sales teams understand the factors driving pipeline and account health with AI-powered insights. Expand, upsell, and cross-sell products based on what similar accounts are buying. Allocate resources based on which accounts have upside opportunities and which accounts are at risk.

A line graph shows 7.7M in close won sales and a notification updates shows what is driving deal sizes.

Track sales trends at the product level with easy to understand heat maps. Uncover opportunities to grow sales in new segments based on purchase patterns and market trends. Understand how sales teams perform when selling new products to identify best practices and opportunities for improvement.

A bar graph shows a sales leader’s pipeline filtered by team with an option to open specific records
A dashboard shows a VP of Sales’ team and their 57% win rate.
A line graph shows 7.7M in close won sales and a notification updates shows what is driving deal sizes.
A bar graph shows a sales leader’s pipeline filtered by team with an option to open specific records

Analyse Revenue in Detail.

Connect, prep, and sync data from 3rd-party systems with data management tools. Gain a complete view into sales performance with 50+ native connectors that easily blend external data with Salesforce. Drive actionable next steps with custom dashboards and components embedded in Sales Cloud.

Notifications show an example 99.5 account health score and a 1.7 upsell score with leading causes and how to improve.

Build AI-powered predictions fast, based on any data -- with clicks, not code. Uncover key patterns and themes from sales data without complex analysis. Guide sellers towards the most effective sales strategies by providing them valuable insights into the key factors that determine if a deal is won or lost.

An example 85% win rate paired with an Einstein Discovery notification that gives leading causes and how to improve
Notifications show an example 99.5 account health score and a 1.7 upsell score with leading causes and how to improve.
An example 85% win rate paired with an Einstein Discovery notification that gives leading causes and how to improve

Get the most out of your revenue Intelligence platform with partner apps & experts.

Accelerate revenue growth with thousands of prebuilt and consultant offerings on AppExchange. Check them out today.

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Carol Liao, Sales Operations, Vanta

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Frequently asked questions

A revenue intelligence platform is a software tool that uses artificial intelligence and machine learning to help businesses gather, analyse, and act on revenue-related data. It provides insights into customer behaviour, sales trends, and revenue performance, enabling businesses to make data-driven decisions and improve revenue outcomes.

A revenue intelligence platform offers several benefits, such as improved sales forecasting, increased revenue growth, enhanced customer experience, better sales performance, and more efficient sales processes. It also helps businesses identify new revenue opportunities and optimise pricing strategies, leading to higher profitability.

When selecting a revenue intelligence platform, consider factors such as data sourcing, ease of use, sensitive data protections, and integrations with existing systems. You should also evaluate the platform's machine learning capabilities and analytics features to ensure they align with your business needs.