Einstein Predictions and Einstein Scoring windows in Tableau and Salesforce CRM

Augmented Analytics

Take intelligent actions to fuel business growth with augmented analytics tools built directly into your CRM and Tableau. Use AI to automate summaries, personalise insights, and explore data with natural language.

Here's how augmented analytics tools can set your organisation apart.

32 %
increase in business user productivity
26 %
decrease in time to analyse information
30 %
faster creation of custom predictive models
Competitive landscape chart showing Tableau and other Augmented BI Platforms, as ranked by Forrester Wave

Forrester Wave™: Augmented Business Intelligence Platforms, Q2 2023

See how Salesforce and other providers stack up against each other ... and your needs.

Get the metrics and analytics you need to make the right decision at the right time.

Use your data to inform better business decisions and answer the questions that matter most to you. With augmented analytics tools built directly into your CRM or Tableau—and enhanced by AI—you can turn your data into insights you can act on.

Make faster business decisions with personalised and contextual insights.

Tableau Pulse

Start your day with Today’s Pulse: a summary of the most relevant insights across all the metrics that are relevant to you.
Powered by Tableau AI, these natural language summaries provide you with the at-a-glance insights you need to understand what’s happening and why.

Tableau Pulse UI: Today's Pulse insight summary with zoom in on Slack notification from Tableau (generated by AI) with insight summary

See the metrics and insights that matter most to you and your work—curated into a personalised digest. Activate your team to focus on the same shared goals, without having to dig for information across several data sources, to make appropriate and timely decisions.

Tableau Pulse UI: Today's Pulse with highlights for metrics user is following, including branch revenue and device sales

Understand the “why” behind your insights with follow-up questions—simply type your own or follow guided question suggestions from Tableau AI. Get digestible answers from Tableau Pulse that pair plain, natural language insights with data visualisations.

Device Sales metrics with search bar question (will we fulfill phone orders?) and suggested metrics to answer question
Tableau Pulse UI: Today's Pulse insight summary with zoom in on Slack notification from Tableau (generated by AI) with insight summary
Tableau Pulse UI: Today's Pulse with highlights for metrics user is following, including branch revenue and device sales
Device Sales metrics with search bar question (will we fulfill phone orders?) and suggested metrics to answer question

Increase efficiency with a guided analytics experience powered by natural language.

Einstein Copilot for Tableau

Kickstart your analysis by leveraging suggested questions. Format visualisations by simply asking Einstein for what you need in natural language.

Tableau customer segmentation dashboard with Einstein AI tool welcome window

Easily build calculations with an intuitive, natural language-driven interface and streamline the data preparation process. Simply ask questions in a conversational interface, review the proposed calculations, and accept them.

Add Field window with replace calculation code suggestion from Einstein

Use natural language to quickly set up dashboard actions and speed up repetitive tasks such as applying your organisation's custom formatting.

Tableau dashboard with map of US with regional profits, plus Einstein Welcome window asking What are you interested in?
Tableau customer segmentation dashboard with Einstein AI tool welcome window
Add Field window with replace calculation code suggestion from Einstein
Tableau dashboard with map of US with regional profits, plus Einstein Welcome window asking What are you interested in?

Tune and anticipate business needs with real-time analytics.

CRM Analytics

Use intelligent predictions and recommendations to enhance forecasting, address pipeline gaps, and focus on revenue-generating activities in the flow of work.

Salesforce CRM Journey Dashboard with Einstein Predictions (70% likelihood to close) and Einstein Opportunity score (89)

Get valuable insights with out-of-the-box intelligent analytics experiences, built directly into Salesforce Sales, Service, and Marketing Clouds, including pre-built visualisations and ready-to-go AI.

Sales, Marketing, and Service Cloud icons paired with dashboard and text: Out of the box dashboards, prebuilt by use case, KPIs and predictions

Build your processes with drag-and-drop simplicity. Automate complex business processes. Manage and maintain data sources and more.

Digital Engagements dashboard with dialog box open to take action at the point of insight: create interaction summary, schedule appointment, log a call, new task, etc
Salesforce CRM Journey Dashboard with Einstein Predictions (70% likelihood to close) and Einstein Opportunity score (89)
Sales, Marketing, and Service Cloud icons paired with dashboard and text: Out of the box dashboards, prebuilt by use case, KPIs and predictions
Digital Engagements dashboard with dialog box open to take action at the point of insight: create interaction summary, schedule appointment, log a call, new task, etc

We're genuinely captivated by Tableau Pulse’s potential. It delivers straightforward and digestible insights for business users in their flow of work, enabling faster and more informed decision making. And, the integration of generative AI adds a layer of context that enhances the understanding of shared metrics.

Adam Mico
Principal, Data Visualisation Enablement and Fluency, Moderna, Records

Get the most out of augmented analytics with thousands of partner apps and experts.

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Augmented analytics FAQ

Augmented analytics is a class of analytics powered by artificial intelligence (AI) and machine learning (ML) that expands a human’s ability to interact with data at a contextual level. Augmented analytics consists of tools and software that bring analytical capabilities—whether recommendations, insights, or guidance on a query—to more people.

Business users and executives get incredible value from augmented analytics software because it helps them get value from their data quickly without the need for deep, technical skills or expertise working with data. Augmented analytics helps everyone, not just data scientists and analysts, more easily find relevant data, ask the best questions, and quickly uncover insights in the context of their business.

Continue your learning with this in-depth look at augmented analytics and resources.