Windows show an individual's pipeline with accounts with upside chart and a team quota line chart marked "on track".

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 visualizations. Get complete visibility of pipeline, forecasting, and rep performance — all on a single, customizable 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.

A conversion analysis window show common types of opportunity wins and accounts driving convert 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 visualizations 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.

Windows show Revenue Trend & Forecast graph and a meter with Actual vs. Planned Business metrics.

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.

A screen shows a workflow with pipeline statistics and next steps with deal metrics.
A conversion analysis window show common types of opportunity wins and accounts driving convert opportunities.
Windows show Revenue Trend & Forecast graph and a meter with Actual vs. Planned Business metrics.
A screen shows a workflow with pipeline statistics and next steps with deal metrics.

Identify and minimize pipeline risks.

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

Window shows a rep's sales performance with total closed won, gap to quota, and commit metrics and info on current deals.

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.

Windows show account health and accounts with upside and a business' pipeline metrics with a Deals Created Over Time graph.

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 window shows new opportunities by region and company size and potential revenue based on similar customers.
Window shows a rep's sales performance with total closed won, gap to quota, and commit metrics and info on current deals.
Windows show account health and accounts with upside and a business' pipeline metrics with a Deals Created Over Time graph.
A window shows new opportunities by region and company size and potential revenue based on similar customers.

Analyze revenue in detail.

Connect, prep, and sync data from third-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.

A window shows options to connect to a data source with fields to narrow selection.

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 toward the most effective sales strategies by providing them valuable insights into the key factors that determine if a deal is won or lost.

Windows show metrics for customer analysis, a graph for sales and profit by customer, and a predicted retention score.
A window shows options to connect to a data source with fields to narrow selection.
Windows show metrics for customer analysis, a graph for sales and profit by customer, and a predicted retention score.

Get the most out of your revenue intelligence platform with partner apps and experts.

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

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Revenue Intelligence Frequently Asked Questions

A revenue intelligence platform is a software tool that uses artificial intelligence and machine learning to help businesses gather, analyze, and act on revenue-related data. It provides insights into customer behavior, 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 optimize 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.