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Solution Gallery

A detailed look at our pre-built components to help you get the most value out of your analytics and AI investments.

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tableau focus opportunities table components

Opportunities: Which Should You Focus On?

View multiple table components that rank order Opportunities based on relevant criteria.

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tableau opportunities at risk scatter chart

Opportunities at Risk Scatter Chart

Compare the duration of open opportunities to your average days to close for closed-won/closed-lost opps.

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tableau advanced whitespace dashboard

Advanced Whitespace

Find whitespace not just based on "sold" or "not sold", but based on active deals in the pipeline as well.

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tableau account analysis dashboard

Account Analysis

Compare a selected account with other accounts in the same industry across various criteria.

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tableau opportunity 360 dashboard

Opportunity 360 Dashboard

View opportunity data such as assets, revenue, days until close, products, and competitors at a glance

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CRMA parameters tableau

CRMA & Tableau: Better Together with CRMA Parameters

Use parameters in CRM Analytics to filter your Tableau dashboards/views.

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tableau activity planning dashboard

Activity Planning: Who to Contact Next? (Tableau)

Set your activity plan by evaluating who in your portfolio should be contacted next.

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tableau activity tracking dashboard

Activity Tracking: Easily Identify Trends (Tableau)

View activites across a variety of dimensions and spot trends over time.

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tableau sales metrics leaderboard dashboard

Metrics Leaderboard (Tableau)

See how your team is tracking in aggregate and across nine different metrics.

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