Account Consumption Heatmap
Visualize the intensity and frequency of customer interactions with the product they are consuming.
Opportunities: Which Should You Focus On?
View multiple table components that rank order Opportunities based on relevant criteria.
Opportunities at Risk Scatter Chart
Compare the duration of open opportunities to your average days to close for closed-won/closed-lost opps.
Advanced Whitespace
Find whitespace not just based on “sold” or “not sold”, but based on active deals in the pipeline as well.
Account Analysis
Compare a selected account with other accounts in the same industry across various criteria.
Opportunity 360 Dashboard
View opportunity data such as assets, revenue, days until close, products, and competitors at a glance
CRMA & Tableau: Better Together with CRMA Parameters
Use parameters in CRM Analytics to filter your Tableau dashboards/views.
Activity Planning: Who to Contact Next? (Tableau)
Set your activity plan by evaluating who in your portfolio should be contacted next.