Which sales reps are over or under performing against their quota, and how does this vary geographically and by industry?
This dashboard, developed by our Accenture colleagues in the U.S., visualises Salesforce data across areas such as opportunities, accounts and sales reps. This provides benefits such as benchmarking performance of sales reps across teams, segmenting accounts and industries to ensure that sales resources are deployed optimally and providing easy interrogation of the upcoming pipeline to ensure that sales forecasts are robust.
The acquisition of Tableau by Salesforce presents an exciting opportunity for Salesforce customers to make use of Tableau to maximise the value obtained from their Salesforce data. Combining Tableau’s market-leading data visualisation capability with Salesforce’s market-leading CRM platform enables data-driven decisions to be made by your teams, from front-line staff all the way up to executives, by placing analytics in the hands of your teams where and when they need it.