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.
Activity Tracking: Easily Identify Trends (Tableau)
View activites across a variety of dimensions and spot trends over time.
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