Use pre-built dashboards for faster Salesforce analytics

Skip the setup and start getting answers right away. With Incorta's Data Apps for Salesforce, you get pre-built dashboards for instant, customizable analytics organized by team and role. 

Easily add other data sources to your Salesforce analysis to:

• Track sales performance and rep productivity
• Identify top-selling products
• Forecast revenue based on historical win rates
• See the full picture of your sales metrics in near real-time
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Answer questions like: 

• Do we have enough pipeline to hit our forecast?
• Do our sales reps maintain accurate and up-to-date data? 
• Are our marketing campaigns generating quality leads?
• Which deals are most likely to close - and why?
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Get customized reporting dashboards and metrics:

Executive dashboards: 

• Amount won, amount expected, and current potential
• Won vs. goal, expected won vs. goal, and potential won vs. goal
• Current opportunities in the pipeline
• Historical perspectives through snapshotting
• Comparisons of year-over-year, quarter-over-quarter, and week-over-week

Sales management dashboards: 

• Year-to-date activity and total sales
• Number of deals closed
• Average days to close
• Number of days to close
• Account breakdown by annual contract value (per partner or respresentative)
• Forecast by representative

Stage velocity metrics:

• Opportunities per stage
• Win rate %
• Pipeline by stage