A sales manager window shows a team's quota, prediction, commit, and closed stats and forecast scenarios and deal insights.

Sales Analytics

Sell smarter with sales analytics software built directly into your CRM. Get a complete view of sales performance, deal inspection capabilities, and rich visualizations. Drive forecast accuracy. Close faster. And speed up revenue intelligence with Sales Cloud, CRM Analytics, and Tableau.

Confidently predict business outcomes with sales analytics software.

Forecasting

Predict the likelihood of winning an opportunity, with each sales stage mapped to a forecast category such as pipeline, best case, commit, closed, and most likely. Easily customize and define categories to match unique business processes and sales cycles. Increase forecast precision through live rollups by selecting either single forecasts, which display values from individual categories, or cumulative forecasts that combine values from multiple categories.

A sales window shows an oppotunities tab with account metrics for pipeline coverage, commit forecast, and best case forecast.

Forecast with flexibility. Focus on teams, product families, product schedules, territories, opportunity splits, and custom measures — no spreadsheets needed. Reach your revenue goals. Make accurate and informed adjustments by allowing first-line managers to easily asses team opportunities. Increase forecast accuracy. Give reps full visibility into their open pipeline with guided insights.

A sales manager window shows rep forecasts broken down by name, quota, Einstein prediction, commit, closed and team score.

Visualize the health of your sales forecasts with built-in charts. Easily track changes in the current period and assess performance against past periods — without manual calculations. Gauge whether the team is tracking to hit sales goals based on past performance. Gain data-backed confidence with KPIs that showcase how your sales numbers compare with Einstein’s predictions. Quickly asses and take action on which forecasts have shifted with visual cues and alerts.

A sales manger forecast window shows graph and metrics comparing current forecast to previous periods and Einstein prediction.

Combine consumption, renewals, and new business into a single forecast for any revenue team. Forecast anything like product utilization, billable hours, and more with the power of Data Cloud for complete visibility into your business performance.

We see detailed Consumption Forecasts for a sales rep inside Sales Cloud.
A sales window shows an oppotunities tab with account metrics for pipeline coverage, commit forecast, and best case forecast.
A sales manager window shows rep forecasts broken down by name, quota, Einstein prediction, commit, closed and team score.
A sales manger forecast window shows graph and metrics comparing current forecast to previous periods and Einstein prediction.
We see detailed Consumption Forecasts for a sales rep inside Sales Cloud.

Close faster with pipeline insights.

Pipeline Inspection

Empower sales teams to prioritize their efforts with a unified view of pipeline metrics, top opportunities, and weekly deal updates. Visualize changes in the pipeline and understand factors behind these shifts so you can strategize on how to bridge the gap. Keep opportunities current with easy inline field editing. Drive focus by flagging crucial deals and alerting sellers when next steps haven't been updated.

A sales manager's forecast window shows rep quotas and Einstein prediction and team opportunities with opportunity score.

Spot risks early with weekly change signals that include visual cues and alerts. Prioritize opportunities by their likelihood to close and understand which opportunities have moved tiers. Coach reps to focus on the right actions to move deals forward.

A sales window shows inspection of opportunties by open pipeline, new, and won as well as Einstein insights and alerts.

Surface insights, predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward by choosing which insights to show. See deal progression, trends from voice and video insights, context from relevant emails, insights from service cases and more. Discover if the right stakeholders are involved for deals in the pipeline, and how engaged they are.

Pop outs show recent deal activity like meetings, follow-ups, and voice calls, account health, and customer insights.
A sales manager's forecast window shows rep quotas and Einstein prediction and team opportunities with opportunity score.
A sales window shows inspection of opportunties by open pipeline, new, and won as well as Einstein insights and alerts.
Pop outs show recent deal activity like meetings, follow-ups, and voice calls, account health, and customer insights.

Grow revenue faster with purpose-built AI.

Revenue Intelligence

Build stronger pipelines, improve forecast accuracy, and generate more revenue with out-of-the-box dashboards that give performance insights to your sales team. Gain a complete view of revenue performance with insights into the areas to focus on, like opportunities moving to the next stage. Learn if sales are trending up or down with details such as average win rates and sales size, and days to close. Use the Commit Calculator to test scenarios and understand how changes to pipeline can affect the bottom line.

A window with line graph for revenue trends and forecast for support cases and opportunity pipeline engagement.

See which accounts have potential for growth or need more attention with access to dashboards and machine learning models. Get a comprehensive view of account health via KPIs like health, engagement, win rate, average deal size and more.

A window shows account health and accounts with upside by name, engagement score, win rate, products purchased, and pipeline.
A window with line graph for revenue trends and forecast for support cases and opportunity pipeline engagement.
A window shows account health and accounts with upside by name, engagement score, win rate, products purchased, and pipeline.

Get the most out of your Sales Analytics software 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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Frequently asked questions

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.

A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy, and they’re only as accurate as the data that fuels them.