CRMA & Tableau: Better Together with CRMA Parameters
Tableau Asset Inventory Tableau Asset Inventory 100% 10 B14 Use parameters in CRMA to filter your Tableau dashboards/views.
Metrics Leaderboard (Tableau)
See how your team is tracking in aggregate and across nine different metrics.
Booked+Weighted Pipeline vs Quota (Tableau)
Show progress towards Quota Attanment via a stacked bar side-by-side with a solid bar.
Pipeline Shortfall: Identify and Track (Tableau)
Track a rep’s projected progress vs. their quota, while identifying how much additional pipeline
Analyzing Pipeline Changes with Revenue Intelligence
With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement,
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.
Metrics Leaderboard (CRM Analytics)
See how your team is tracking in aggregate and across nine different metrics
Clustered Whitespace
Find whitespace not just based on “sold” and “not sold”; also see which products are associated with active deals