Sales reps can view their opportunity pipeline and take action directly in Tableau.
Review progress to quota across the team and highlight specific team members for review.
Translate your data into revenue insights in real time, giving you competitive and timely intel to make key decisions.
This dashboard provides managers comprehensive insight into the activites done by members of their team.
This dashboard provides managers with insights into the opportunities that are in the pipeline.
See the inflow and outflow of money through a client over a designated period of time.
This dashboard provides managers with detailed insights into their team’s referrals.
This dashboard provides managers their total accounts/entities and insight into their team’s AUM (assets under management).
See how your team is tracking in aggregate and across nine different metrics
Find whitespace not just based on “sold” and “not sold”; also see which products are associated with active deals