Mobile device with Today's Pulse from Tableau Pulse highlighting device sales data from the week prior

Business Intelligence

Explore insights and anticipate needs faster with business intelligence tools built directly into your CRM and Tableau. Discover the "why" behind your businesses performance and identify your next best action based on the data and insights that matter most to you.

Here's how business intelligence tools can set your organization apart.

32 %
increase in business user productivity
26 %
decrease in time to analyze information
33 %
faster delivery of business-driving reports
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.

Quickly understand and act on your data.

Use your data to answer specific questions and inform better business decisions. Business intelligence tools and software allow you to perform holistic analysis for decision making or planning.

Transform outcomes with personalized insights and the metrics that matter most.

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 personalized 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

Right time, right place: Make insights actionable by bringing them into where you’re already working. Whether Slack, email, Tableau dashboard, or embedded into Salesforce products, applications, and web portals, Tableau Pulse delivers relevant insights to meet you where you are.

Tableau Pulse across platforms: Email inbox, Slack channel, and Salesforce CRM
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
Tableau Pulse across platforms: Email inbox, Slack channel, and Salesforce CRM

Sell smarter with metrics that provide insight on pipeline gaps to hit your forecasts.

Revenue Intelligence

Get a complete view of your revenue performance—as it relates to your pipeline, teams, sales, and more—to drive focus and results.

Graphical view of team quota attainment, by person, with On Track label and 174 won opportunities

Quickly identify where to focus your resources based on account performance. React in real time to accounts with upside opportunities and those that are at risk.

Einstein character with Closed Won Sales graph and Predicted Win Likelihood card

Analyze and compare team performance across your top KPIs (key performance indicators) and view top accounts, open opportunities, and products.

Graphical view of team's individual win rate and avg, highlighting VP of Sales performance, with On Track label
Graphical view of team quota attainment, by person, with On Track label and 174 won opportunities
Einstein character with Closed Won Sales graph and Predicted Win Likelihood card
Graphical view of team's individual win rate and avg, highlighting VP of Sales performance, with On Track label

Better support customers with personalized service-operations insights.

Service Intelligence

Get a comprehensive view of your support case trends over time and understand what activities are driving outcomes (and which aren't).

Revenue Trend & Forecast card showing actual as it stacks up to planned

Perform CRM actions at the point of insight to save your service representatives' time and energy.

Take action at the point of insight with mouse selector on Open Record command

Tap into a trusted dashboard for key business metrics such as SLA (service-level agreements), CSAT (customer satisfaction score), and first contact resolution.

CRM customer profile for Kat M. with Einstein Predictions card for Likelihood to Close stats and predictors
Revenue Trend & Forecast card showing actual as it stacks up to planned
Take action at the point of insight with mouse selector on Open Record command
CRM customer profile for Kat M. with Einstein Predictions card for Likelihood to Close stats and predictors

Get the most out of business intelligence with thousands of partner apps and experts.

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Business Intelligence FAQ

Business intelligence, or BI, combines business analytics, data mining, data visualization, data tools and infrastructure, and best practices to help organizations make more data-driven decisions.

Modern BI solutions prioritize flexible self-service analysis, governed data on trusted platforms, empowered business users, and speed to insight. In practice, modern business intelligence software enables a comprehensive view of your organization’s data and use that data to drive change, eliminate inefficiencies, and quickly adapt to market or supply changes.

Historically, business intelligence tools were based on a traditional BI model. This top-down approach to business intelligence was driven by the IT organization and most, if not all, analytics questions were answered via static reports. So, if you had a follow-up question about a report you received, your request would go to the bottom of the reporting queue—essentially restarting the entire process. The traditional BI model led to slow, frustrating reporting cycles, and people weren’t able to leverage current data to make timely decisions. Despite these challenges, traditional business intelligence is still a common approach for regular reporting and answering static queries.

In contrast, modern business intelligence is interactive and approachable. While IT departments still play an important role in managing access to data, multiple levels of users can customize dashboards and create reports on little notice. With the proper business intelligence software, users across the business are empowered to visualize data and use that analysis to answer their own questions.

BI is more than just software—it’s a way to gain a holistic, real-time view of all your relevant business data. Implementing BI tools offers a myriad of benefits, from better analysis to an increase in competitive advantage. Some of the top business intelligence benefits include: data clarity, increased efficiency, better customer experiences, and improved employee satisfaction.

To learn more, read our complete business intelligence overview.