Your pipeline changed overnight, how quickly would you know? At Salesforce, we made pipeline intelligence headless, so Sales leaders get exactly the insights they need right where they already work in Slack automatically and on their schedule.
In this session, see how Salesforce sales leaders use Tableau MCP and Slackbot to stay ahead of pipeline changes, prepare for forecast calls, and quickly identify where their teams need to take action. Trusted insights come directly into the flow of work, without requiring leaders to hunt through dashboards and reports.
We’ll walk through the workflows leaders use day-to-day from preparing for forecast calls and tracking changes in real time to asking questions like “Which teams lowered their forecast since yesterday?” or “Which deals slipped this week?”
Join the session to see how to:
- Prepare for forecast calls with live, permission-aware KPIs that surface attainment, deal slips, and expansion opportunities early
- Identify which teams, deals, or opportunities need attention without digging through multiple dashboards and reports
- Act on trusted intelligence directly with Slackbot through natural-language questions and proactive daily briefings delivered in your flow of work
Featured Speakers
Jonathan Norton
Whitney Christensen
