Leverage CRM Analytics Parameters to Filter Tableau Views
Co-authored by: Jordan Gerberding Several months ago, Salesforce released the “Publish to Salesforce” capability on Tableau. This allowed users to publish their Tableau dashboards or views to Salesforce CRM Analytics (CRMA) for use in a component object. Publishing to Salesforce made it very helpful for consumers of CRMA and Tableau to be able to access […]
Whitepaper: The Revops Revolution: Elevating Sales Forecasting from Art to Science
WHITEPAPER The Revops Revolution: Elevating Sales Forecasting from Art to Science How much trust do you have in your current sales forecasts? If you feel less than confident, you’re not alone. According to Gartner, only 45% of sales leaders and sellers have high confidence in their forecasting accuracy. When it comes to forecasting, tapping into […]
Always Be Closing With These 7 Tableau Sales Dashboards
It’s important for sales teams to be able to track a variety of metrics, from pipeline to closed deals and beyond. How can you best use Tableau to not only track those metrics but make them actionable — and make your team stronger as a result? Here are 7 Tableau sales dashboards that will help […]
Demo: Analyzing Pipeline Changes with Revenue Intelligence
Demo Analyzing Pipeline Changes with Revenue Intelligence With this Revenue Intelligence solution enhancement from Atrium, see monthly pipeline movement, hold your sales team accountable for deal cycles, drill down into persona agnostic opportunity details, and much more.
Use the Power of Tableau Prep to Automate Data Transformation
Manual data manipulation in Excel is common. However, collecting data from disparate sources and cleaning, filtering, sorting, pivoting, and doing calculations manually not only takes lots of time but also makes mistakes more likely. Tableau Prep can not only complete all of the most common data manipulation steps but it also adds capabilities like Joins […]
Whitepaper: The Future of Data in Banking: Getting Ahead with Advanced Analytics
WHITEPAPER The Future of Data in Banking: Getting Ahead with Advanced Analytics Data has emerged as a central pillar of modern banking operations. With the shift toward digital-forward customer preferences, the volume and variety of data that is generated has surged — creating complex challenges and opportunities for banks to get ahead of traditional peer […]
Is Your Organization Ready to Take Full Advantage of Salesforce Einstein 1?
If you’re anything like us, you’re running — not walking — to sign up for Salesforce Einstein 1 (formerly Salesforce UE+). First announced at Dreamforce 2023 and made available in December ‘23, this new super SKU has everything you need to take your data, AI, and CRM strategy to the next level. What’s included with […]
On-Demand Webinar: Unlocking Data Potential: How to Get Actionable Insights with Tableau Pulse
On-Demand Webinar Unlocking Data Potential: How to Get Actionable Insights with Tableau Pulse Powered by Tableau AI and built on Einstein Trust Layer, Tableau Pulse enables you to democratize your data and build the metrics you need with automated, intuitive data analysis. By surfacing the right insights, Pulse can help you increase time to value […]
AnalyticsKata: Converting a Dashboard to Light or Dark Mode
If you’re no stranger to the internet, you likely know that many websites include the option to view pages in both light and dark mode. Light mode is generally a white or light-colored background with darker font, while dark mode is the opposite. Did you know that within CRM Analytics, you can create toggles that […]