Data Analysis Helper

Intelligence for High Performing Sales & Service: Convert data into actionable insights and alerts - without admin or IT help

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Boost Sales Performance

Real-time analysis to improve the performance of service and sales reps/teams, uncover and prioritize at-risk accounts, and communicate strategic opportunities and successes within the organization

 

Get at-a-glance data-driven insights, projected sales, trends, and notifications for individuals, teams and executive leadership. Explore calculations on key metrics by month, quarter, year or historically – with pre-built dashboards, chart comparisons, leaderboards, and personalized activity notifications. Address needs for organizational reporting, decision-making, and training.

  • Actionable – Don’t waste time searching for data to analyze - let it come directly to you in easily understandable reports and charts, so you won’t miss anything important. Instead, focus your energy on closing sales and satisfying customers.
  • No Implementation – Salesforce®-native app offering ready-to-use solutions, with analytic packs available as free and paid premium options. Doesn’t require help from admins or technology teams, saving time and money. Get your free trial today!
  • Customizable – To serve the unique needs of your business, quickly and easily customize what you want to analyze, how to analyze it, and at what level of granularity - present data from a variety of objects in a single view.
Analytic Pack Features Premium
Editions

(all 3 packs)
Free
Editions

(all 3 packs)
Set Goals for Sales Performance
Total Sales Performance Comparisons
Won/Lost Sales Revenue
Forecast Projected Sales  
Neglected Client Insights  
Won/Lost Sales Percentage & Number of Deals  
Average Sale Value  
Average Sales Cycle  
Time Spent Selling  
Current Performance Dashboards, Comparisons & Leaderboards  
Historic Performance Dashboards, Comparisons & Leaderboards  
Configurable Alert Emails for Sales KPIs  
Performance Metrics for Activities & Cases  
Lead Performance Analysis SPI only
Rep Commissions Tracking SPI only
Quote Analytics SPI only
Products Sold List TSI & API only
Account Health Score API only
Identifying At-Risk Accounts API only

API = Account Performance Intelligence

SPI = Sales Performance Intelligence

TSI = Territory & Segmentation Intelligence

Install Data Analysis Helper
Sales Performance Intelligence is a free Salesforce app dashboard pack for Data Analysis Helper by trusted Salesforce partner Passage Technology.

Sales Performance Intelligence

Organization and Representative Metrics

Tracks the performance for all sales reps during the current period and measures how their individual performance has improved/declined over a period of time. Evaluate the sales performance of the organization as a whole to detect trends and improvement opportunities.

Sales Performance Intelligence Premium Edition

$1,398/org/year Pricing displayed is for a prepaid 1 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

Territory & Segmentation Intelligence is a free Salesforce app dashboard pack for Data Analysis Helper by trusted Salesforce partner Passage Technology.

Territory & Segmentation Intelligence

Territory and Segment Metrics

Offers historical and current sales analytics for territories and segments such as industry, account type, and more. Tracking these sales metrics helps uncover strategic opportunities and address issues early.

Territory & Segmentation Intelligence Premium Edition

$1,440/org/year Pricing displayed is for a prepaid 1 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

Account Performance Intelligence is a free Salesforce app dashboard pack for Data Analysis Helper by trusted Salesforce partner Passage Technology.

Account Performance Intelligence

Individual Account Metrics

Provides insights to track account performance and configure goals to measure account health. Easily identify at-risk accounts so action may be taken before business is lost.

Account Performance Intelligence Premium Edition

$1,560/org/year Pricing displayed is for a prepaid 1 year term, does not include our 30% non-profit discount, and is subject to our standard Master Subscription Agreement.

Get the Sales Analytics You Need

Data Analysis Helper contains a suite of analytic packs that provide important insights into your sales and services functions, and the customers they serve - without breaking your budget.

These packs enable your teams to track historic performance, spot emerging trends, set smart priorities and goals, and identify opportunities for future improvement...without help from your Salesforce® admin or technology teams.

Get insights, charts, goal setting and tracking, performance suggestions, and notifications on any time period you choose - monthly, quarterly, annually, or custom

Each Data Analysis Helper analytic pack offers its performance metrics in two versions, a free version and a premium version.

Interested in Data Analysis Helper?

Install Data Analysis Helper
 5 Ways To Intelligently Manage Sales Performance with Free Salesforce sales analytics app Data Analysis Helper on AppExchange: Dashboard packs, performance charts, reps, territory. By trusted Salesforce partner Passage Technology.