Revenue Operations

Converted Partner Referrals Dashboard

Insight into team referrals, referrals that convert into opportunities, and more.

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

Insight into the stage of opportunities and forecast category performance.

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

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

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.