Solutions

Sales Analytics

Tableau empowers sales teams to accelerate analysis and make a greater impact with their business data. From forecasting quota attainment to putting AI-driven insights in your sales workflow, Tableau helps sales teams transcend report building, overcome data silos, and build a data-driven sales culture. With Tableau, the entire sales organization is equipped with shareable, actionable insights that help illuminate what’s working and what isn’t, where the opportunities are, and what needs to be prioritized to scale the team’s success.

Get unprecedented business insight

From connection through collaboration, Tableau is the most powerful, secure, and flexible end-to-end analytics platform for all of your data.

Fuel smarter sales workflow

Put analysis, predictions, and suggested actions directly in your team's workflows, in your CRM and beyond.

Make faster, more confident decisions

Business Science brings the power of AI into the hands of sales teams, so that domain experts can make smarter sales decisions.

How the Tableau sales team uses Tableau during the pandemic

The Tableau sales team needed to understand what deals in its pipeline were at risk because of the epidemic. Leaders asked account teams to put the name “COVID” as a prefix in CRM opportunity names facing challenges, improving the tracking of potential impacts of the crisis on specific deals and segments.

Watch: See how Tableau analyzed its pipeline

By creating a calculated field flagging the deals at risk, Tableau was able to isolate the potential impact of the crisis. They were then able to improve their forecast. This video shows how Tableau's sales team did it.

Interact with the pipeline dashboard

This dashboard shows the amount of pipeline at risk due to the COVID-19 pandemic and allows our sales leaders to make better decisions about how to allocate their resources. Visit our internal case study on analytics during a pandemic to learn more.

Sales Analytics Strategy Whitepaper

Learn how sales organizations can build competitive advantage and plan for the future by leveraging a powerful modern business intelligence and analytics platform to build actionable insights, quickly and consistently.

Get the whitepaper

Turn sales data into actionable dashboards in minutes

Salesforce Dashboard Starters

Try Tableau Online to get up-and-running quickly with pre-built dashboards that show your account tracking, quarterly results, top accounts, opportunity overview, opportunity tracking, and marketing leads.

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LinkedIn Sales Navigator Dashboard Starters

Seamlessly access your LinkedIn Sales Navigator usage data in Tableau and uncover insights that will drive your sales effectiveness and maximize productivity. Pre-built dashboards include insights on InMail Engagement, Social Selling Index, Targeted Search, and Product Utilization.

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You enable sales. Data enables you.

Catch up on our 7-part webisode series, where we showcase common sales challenges and focus on dashboards that can help solve problems, track overall performance, identify trends and ease uncertainty across your sales organization. See how a flexible analytics platform gives you complete view of the data needed to optimize your sales process, increase efficiency, and provide meaningful analysis.

Watch the Webisodes

Sales teams may look at different ways to understand performance at their level so that they have a sense of urgency when things aren't going well, or when they know that they have been doing a good job and that they need to keep it up.

Sales analytics dashboards

Blog Post

Making sales data actionable

If you didn't get a chance to attend Tableau Conference in 2019 then you definitely need to read this blog from Enterprise Sales Manager Zane Murfitt highlighting the top sales sessions.

Blog Post

Power sales performance by harnessing analytics

Read this Harvard Business Review article by Tableau Senior Vice President of Worldwide Sales Operations Brian Selby and learn how to harness the power of analytics to improve and power high, lasting sales performance.