Sales

Opportunity 360 Dashboard

View opportunity data such as assets, revenue, days until close, products, and competitors at a glance

Use parameters in CRM Analytics to filter your Tableau dashboards/views.

Set your activity plan by evaluating who in your portfolio should be contacted next.

View activites across a variety of dimensions and spot trends over time.

See how your team is tracking in aggregate and across nine different metrics.

Show progress towards Quota Attanment via a stacked bar side-by-side with a solid bar.

Track a rep’s projected progress vs. their quota, while identifying how much additional pipeline

With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement,

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