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Sales Analytics
Sell smarter with sales analytics software built directly into your CRM. Get a complete view of sales performance, deal inspection capabilities, and rich visualizations. Drive forecast accuracy. Close faster. And speed up revenue intelligence with Sales Cloud, CRM Analytics, and Tableau.
How can sales analytics software help teams forecast better and win more deals?
Predict, plan, and deliver your targets and outcomes with data-driven selling.
Confidently predict business outcomes with sales analytics software.
Forecasting
Predict the likelihood of winning an opportunity, with each sales stage mapped to a forecast category such as pipeline, best case, commit, closed, and most likely. Easily customize and define categories to match unique business processes and sales cycles. Increase forecast precision through live rollups by selecting either single forecasts, which display values from individual categories, or cumulative forecasts that combine values from multiple categories.
Forecast with flexibility. Focus on teams, product families, product schedules, territories, opportunity splits, and custom measures — no spreadsheets needed. Reach your revenue goals. Make accurate and informed adjustments by allowing first-line managers to easily asses team opportunities. Increase forecast accuracy. Give reps full visibility into their open pipeline with guided insights.
Visualize the health of your sales forecasts with built-in charts. Easily track changes in the current period and assess performance against past periods — without manual calculations. Gauge whether the team is tracking to hit sales goals based on past performance. Gain data-backed confidence with KPIs that showcase how your sales numbers compare with Einstein’s predictions. Quickly asses and take action on which forecasts have shifted with visual cues and alerts.
Combine consumption, renewals, and new business into a single forecast for any revenue team. Forecast anything like product utilization, billable hours, and more with the power of Data Cloud for complete visibility into your business performance.
Close faster with pipeline insights.
Pipeline Inspection
Empower sales teams to prioritize their efforts with a unified view of pipeline metrics, top opportunities, and weekly deal updates. Visualize changes in the pipeline and understand factors behind these shifts so you can strategize on how to bridge the gap. Keep opportunities current with easy inline field editing. Drive focus by flagging crucial deals and alerting sellers when next steps haven't been updated.
Spot risks early with weekly change signals that include visual cues and alerts. Prioritize opportunities by their likelihood to close and understand which opportunities have moved tiers. Coach reps to focus on the right actions to move deals forward.
Surface insights, predictions and recommendations from opportunities, calls, emails, and cases. Help reps move deals forward by choosing which insights to show. See deal progression, trends from voice and video insights, context from relevant emails, insights from service cases and more. Discover if the right stakeholders are involved for deals in the pipeline, and how engaged they are.
Grow revenue faster with purpose-built AI.
Revenue Intelligence
Build stronger pipelines, improve forecast accuracy, and generate more revenue with out-of-the-box dashboards that give performance insights to your sales team. Gain a complete view of revenue performance with insights into the areas to focus on, like opportunities moving to the next stage. Learn if sales are trending up or down with details such as average win rates and sales size, and days to close. Use the Commit Calculator to test scenarios and understand how changes to pipeline can affect the bottom line.
See which accounts have potential for growth or need more attention with access to dashboards and machine learning models. Get a comprehensive view of account health via KPIs like health, engagement, win rate, average deal size and more.
Tableau Pulse for Salesforce
Tableau Pulse for Salesforce, a purpose-built edition of Tableau Pulse, helps you get even more value from Salesforce by infusing AI-powered insights into your CRM. It embeds out-of-the-box metrics and AI-driven insights in Sales Cloud, enabling you to scale data-driven decision-making across your entire organization. With Pulse for Salesforce, you can access timely and relevant insights, such as your team’s win rate and conversion rate, and even ask questions in natural language to get the information you need for daily business decisions. Get started quickly with streamlined provisioning and configuration to deliver insights to everyone.
Complete your sales analytics software with products from across the Customer 360.
Revenue Intelligence
Close faster by equipping sales with purpose-built analytics and actionable insights throughout the sales cycle.
Sales AI
Guide sellers at every step of the sales cycle with Einstein-informed intelligence built into your CRM.
Data Cloud
Bring trusted customer data to AI and unlock impactful growth opportunities with a single, unified view of your accounts and sales activities from any data source.
Sales Cloud Pricing
Select your Sales Cloud edition below. Some editions already include Sales Analytics products. For the others, you can easily add the products you need.
Starter Suite
The simple CRM suite with marketing, sales, and service.
$
25
USD/User/Month
(Billed monthly or annually)
- Simplified Setup and Onboarding
- Lead, Account, Contact, and Opportunity Management
- Email Integration
Pro Suite
The enhanced CRM suite with even more marketing, sales, service, and commerce tools.
$
100
USD/User/Month
(Billed annually)
- Forecast Management
- Customizable Reports and Dashboards
- Quoting and Contracting
Enterprise
The CRM for sales with more flexibility and web API.
$
165
USD/User/Month
(Billed annually)
- Everything in Pro Suite plus Advanced Pipeline Management & Deal Insights
- Conversation Intelligence
- Agentforce
Unlimited
The CRM for sales with intelligent automation and developer support built in.
$
330
USD/User/Month
(Billed annually)
- Everything in Enterprise plus Predictive AI
- Conversation Intelligence and Sales Engagement
- Premier Success Plan and Full Sandbox
Einstein 1 Sales
The best of Salesforce for sales teams in a single offering.
$
500
USD/User/Month
(Billed annually)
- Everything in Unlimited, plus Generative AI
- Performance Management, Sales Programs, and Team Collaboration with Slack
- Connect and Unify All Data with Data Cloud and Revenue Intelligence
This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.
We use Salesforce as our single source of truth for opportunity management and forecast input. This helps us keep our global foreast always up-to-date and has increased our forecast accuracy globally.
CJ LiuDirector, Sales Business Intelligence and Data Science, Snowflake
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Frequently asked questions
Sales Analytics software helps businesses track and analyze sales data quickly, providing the information necessary to make revenue-generating decisions.
Sales Analytics software improves sales performance by enabling data-driven decision-making, allowing companies to create optimized sales strategies. Streamlined sales processes lead to increased sales productivity, driving higher revenue and profitability. By analyzing data and automating routine tasks, sales teams can focus on closing deals and building relationships, contributing to business growth and success.
A sales forecast is an expression of expected sales revenue. A sales forecast estimates how much your company plans to sell within a certain time period (like quarter or year). The best sales forecasts do this with a high degree of accuracy, and they’re only as accurate as the data that fuels them.
Sales Analytics is the means of gathering actionable insights from sales data, like number of deals closed and forecasts sales amounts. Many CRMs include sales analytics tools like report dashboards that help reps and sales leaders see team performance at a glance, allowing them to make quick decisions about sales strategy to ensure ongoing growth.
Sales tracking software helps monitor and manage sales activities, pipelines, and performance. Sales managers and leaders use this software to determine where reps need support to improve sales performance.
Sales technology is important because it streamlines processes, enhances efficiency, and provides valuable insights to drive sales growth and improve customer relationships. The best sales technology allows you to consolidate your data and efforts to avoid disjointed work experiences.