Salesforce shows how to build sales forecasting in Tableau CRM using three steps: start with the Revenue Operations app template and setup wizard, track team performance against quotas with Einstein predictions, then drill into individual rep dashboards to monitor pipeline and take actions directly in Salesforce.
If you work in sales, your goal is to consistently hit revenue targets. But to hit those targets and ensure predictable revenue, it's important to empower sales teams with insights about their forecasts. Here are three steps to create an intelligent forecasting process inside Salesforce with Tableau CRM. First, accelerate time to value by using the brand new Revenue Operations analytics app template. With Tableau CRM, you can choose from over 30 different customizable templates for various industries and use cases. After viewing the template details, you'll be guided through a setup wizard that ensures your data is ready for analysis. Give your app a name and you're off and running. With your Revenue Operations analytics app set up, it's time to dig into your sales forecast from the Team Performance Dashboard. Sales teams can quickly assess progress against goals. Reps can see what is closed, what's been committed, and best case scenarios. The team can also identify revenue gaps by viewing actual quota attainment alongside predicted attainment generated by Einstein based on historical sales data. Once a potential revenue gap is identified, it's time to learn more and take action. Using the Rep Performance Dashboard, sales reps can quickly understand the state of their business. In addition to progress against quota, they can view pipeline changes and win rate trends. Because the app captures data snapshots over time, reps can compare their performance in prior periods with these insights. They can now hone in on the highest priority deals and take immediate action. And because Tableau CRM is native to Salesforce, reps can create tasks, schedule meetings, adjust opportunities, and more, all from within the dashboard. Tableau CRM helps to put actionable insights at the center of every sales process. To learn more, watch our webinar.
