Run, update, and manage forecasts with live rollups, visual signals, AI predictions, and historical trends. Know the likelihood to win an opportunity, with each opportunity mapped to a forecast category. Use live roll ups to identify at risk deals and ensure deals move through the pipeline.
Forecast by team, product families, territories, opportunity splits, and custom measures — without a single spreadsheet. Empower first-line managers to easily assess opportunities and make informed adjustments to increase forecast accuracy. Design forecasting page layouts for unique sales processes — with clicks, not code.
Visualize forecast changes in the current period and compare performance against past periods — without manual calculations. Track forecast changes week-over-week and take action with the help of deal alerts. See how sales numbers compare with AI predictions using the Einstein trend chart.
Forecast across multiple Salesforce orgs or lines of business with a unified view of your opportunities. Use out-of-the-box connectors to harmonize Salesforce data and data from external sources using Data Cloud. Analyze and improve top KPIs related to pipeline, conversion rates, and team performance.
View all pipeline metrics including top opportunities and deal updates. Visualize changes in pipe, understand factors behind shifts, and strategize on how to bridge the gap. Flag crucial deals and alert sellers when next steps haven't been updated. Keep opportunities current with easy inline field editing.
Prioritize opportunities by their likelihood to close and learn what factors contributed to the score. Spot risks early and take action with visual cues and weekly change signals. Coach reps with AI deal insights to drive focus on the right actions to move deals forward.
Summarize predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward with insights about deal progression, trends from voice and video, context from relevant emails, service case status and more. Discover if the right stakeholders are involved in deals and their level of engagement.
Access pre-built dashboards based on sales best practices — native to CRM. Model what-if scenarios to determine commit numbers with confidence. Evaluate team performance and identify coaching opportunities with a single view of rep metrics like closed deals, pipeline amount, and win rate. Access whitespace analysis to identify new growth opportunities for cross-sell and upsell.
Generate AI-powered predictions fast, based on any data. Uncover key patterns and themes from sales data with process intelligence -- without complex data analysis. Discover areas of business performance to improve resource allocation and scale growth.
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
Sales analytics enables businesses to analyze their sales data and gain insights into their sales performance. These tools help businesses identify sales trends, track sales metrics, and optimize their sales strategies.
Sales analytics in CRM refers to the use of data analytics and business intelligence techniques to analyze sales data and gain insights into customer behavior, sales performance, and revenue growth. It enables businesses to make data-driven decisions to optimize their sales strategies.
Sales analytics can improve sales performance through data-driven decision-making. Streamlined sales processes result in increased sales productivity with increased revenue and profitability through optimized sales strategies.