Converted Partner Referrals Dashboard

Insight into team referrals, referrals that convert into opportunities, and more.
Forecast Summary Dashboard

Get an overall summary of key KPIs surrounding forecasting with varied visualizations.
Forecast Health Dashboard

Insight into the stage of opportunities and forecast category performance.
Rolling 90-Day Pipeline

View pipeline over the last 90 days by forecast category, with the option to filter further.
Quarterly Summary Dashboard

View “gap to quota” overall and for specific forecast categories.
Pipeline Maintenance Dashboard

Sales reps can view their opportunity pipeline and take action directly in Tableau.
Quota Scoreboard Dashboard

Review progress to quota across the team and highlight specific team members for review.
Revenue Operations Dashboard
Translate your data into revenue insights in real time, giving you competitive and timely intel to make key decisions.