Salesforce & Marketing Dashboard
How effective is your marketing spend in creating and converting sales opportunities?
We help organisations use Tableau to maximise the value obtained from their Salesforce data.
Return to dashboard indexHow effective is your marketing spend in creating and converting sales opportunities?
What stage are your deals at in the sales pipeline? What do you need to focus on to improve expected revenue?
When exploring my Salesforce data in Tableau, can I seamlessly update customer records whilst staying in the flow of my analysis?
What is the future pipeline by stage of opportunity and when are the opportunities expected to close?
Which industries look most promising in terms of potential sales? Which sales reps are working on the most opps?
Which have been your most successful customer accounts? Which look the most promising for future sales?
Which sales reps are over or under performing against their quota, and how does this vary geographically and by industry?