Shortcuts to Sales Success
Unlock Sales analytics success
Get insights from your sales data 29% faster and unlock success now. Here you’ll find the most relevant sales dashboards and solutions to help you quickly drive desired business outcomes.
Accelerators for Sales
Reduce time to value and accelerate your journey to data-driven insights. Use these Accelerators to quickly and easily build robust sales dashboards that improve productivity and help answer key business questions—all using your own sales data.
Build analytical processes, especially forecasts, that help set strategy for growth
KPI's: Forecast Management, Forecast Accuracy, Sales Segmentation
Improve efficiency of sales execution
KPI's: Sales Pipeline Analysis, Time to Sales (Ramp Analysis), Territory Analysis, Commission Modeling
- Open Pipeline Analysis - View open pipeline progression by stage type, stage duration and opportunity volume.
- Sales Ramp Time & Sales Onboarding to Performance - View how onboarding is translating to faster performance in new-hire reps.
- Territory Planning - View Customer prospects within a territory/region by performance, revenue, # of Customer and Transactions.
- Sales Commission Model/Analysis - Analyze Sales Commission models to get the most out of your Sales field.
Best practices and resources
Tableau on Tableau
5 ways we look at our sales data
Check out the sales metrics we monitor through Tableau and download the templates
7 examples and templates
Find best practices around designing a sales dashboard and download customizable templates.
Tableau for Sales Analytics
Discover and download sales dashboards and analytics.
Sales Community User Group
Connect with other sales and sales-ops professionals. Ask and answer questions, share your vizzes with others, and get insights into popular sales-analytics content.
Connect to data and third-party sales solutions
Find dozens of popular third-party applications that work even better with Tableau.
Connect to data
Get step-by-step guidance on connecting to a variety of the most common data sources.
Salesforce + Tableau
Use Tableau to blend Salesforce data from across the Customer 360 platform with your other business data.
Sales effectiveness with LinkedIn
Boost sales productivity and performance using LinkedIn Sales Navigator and Tableau analytics.