Salesforce Pipeline Dashboard (Direct Connect) | Tableau Accelerator
Analyze Sales Cloud opportunity pipelines in Tableau, including year-over-year comparisons and projected value by stage.
InterWorksFree
Sales Insights Model and Metrics
by Salesforce LabsSalesforceFree
Provides sales metrics and calculated fields for analytics in Tableau, Agentforce Sales, and Data 360.
PRICINGFree
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Provides a semantic model for sales analytics across Agentforce Sales, Data 360, and Tableau Next. It includes preconfigured metrics and calculated fields covering accounts, opportunities, leads, pipeline, forecasts, deal stages, and conversions. The package supports analysis of sales performance, pipeline activity, team results, stage movement, lead conversion, and forecasting.
Key capabilities
from the Salesforce AppExchange listingPreconfigured sales metrics
Includes measures for accounts, deal closure, sales, forecasts, pipeline, attainment, opportunities, leads, and conversion performance.
Calculated sales fields
Provides dimension and measure fields for dates, lead aging, stage movement, time in stage, lead conversion, and win rate.
Pipeline analysis
Covers open pipeline, forecast categories, and progression through deal stages.
Team performance analysis
Supports comparisons of results across sales teams and individual representatives.
Stage conversion analysis
Supports analysis of opportunity progression through sales stages and identification of stuck or neglected opportunities.
Lead conversion analysis
Tracks lead volume, conversion rates, and lead aging.
Forecasting metrics
Includes measures for revenue planning, quota management, and assessing pipeline coverage.
Who it's for
Sales organizations, sales teams, and sales representatives.
How it compares
Salesforce Pipeline Dashboard (Direct Connect) | Tableau Accelerator connects directly to Sales Cloud and focuses on the current opportunity pipeline, including comparison with the previous year. This package also covers sales metrics, lead activity, stage progression, conversions, and forecasting. Sales Performance focuses on monthly revenue achievement toward quota for regions, territories, and sellers, while this package includes lead and opportunity analysis.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Free | Cloud | |
| Salesforce Pipeline Dashboard (Direct Connect) | Tableau Accelerator | Free | Cloud | Not published |
| Sales Performance | Free | Cloud | Not published |
In the catalog
56 plugins in Tableau · Sales
Price distribution: 31 free, 2 freemium, 23 paid
Pricing & deployment
Platform
Salesforce
Product
Tableau
Deployment
Cloud
Pricing
Free
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What the vendor says
«Transform Your Sales Data into Actionable Insights The Sales Insights Model and Metrics package delivers a comprehensive semantic model purpose-built for sales organizations using Agentforce Sales, Data 360 and Tableau Next. Get instant access to 15+ pre-configured metrics, 60+ calculated fields, and enterprise-ready …»