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Analytics Accelerators

A detailed look at our pre-built components to help you get the most value out of CRM Analytics and Tableau.

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Accelerator Type
Accelerator Type
CRMA parameters tableau

CRMA & Tableau: Better Together with CRMA Parameters

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

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tableau activity planning dashboard

Activity Planning: Who to Contact Next? (Tableau)

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

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tableau activity tracking dashboard

Activity Tracking: Easily Identify Trends (Tableau)

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

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tableau sales metrics leaderboard dashboard

Metrics Leaderboard (Tableau)

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

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tableau booked and weighted pipeline vs quota dashboard

Booked+Weighted Pipeline vs Quota (Tableau)

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

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tableau pipeline shortfall dashboard

Pipeline Shortfall: Identify and Track (Tableau)

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

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