Updated 2-15-2019

Looking for real-time analytics for Salesforce that won't break your budget? We have a new solution - Data Analysis Helper!

Data Analysis Helper provides actionable, real-time CRM analytics that are pre-packaged, easily customized, and will not break your budget. Browse a collection of ready-to-use analytic solutions available as separately installed, paid add-on extension packs designed to provide insights and notifications. These packs enable your team to track historic performance, spot trends, and identify opportunities for improvement without any involvement from your technology teams.

Since each company is unique, your organization can customize what they want to analyze, how to analyze it, and at what granularity by declaratively customizing the pre-built solutions. Each package includes ready-made dashboards providing at a glance updates for all of your teams and executives allowing for instant decision making.

Sales Performance Intelligence provides insights and notifications at the organizational and sales representative levels for:

  • Neglected Client Information
  • Average Close Time Of Sales
  • Sales Win Percentage
  • Total Amount For Won/Lost Sales
  • Time Spent Selling
  • Lead Conversion Information
  • Accepted/Denied Quote Percentage
  • Performance Comparisons

Territory & Segmentation Intelligence provides insights and notifications at the territory and segment levels for:

  • Total Amount - Won/Lost Sales
  • Sales Win Percentage
  • Time Spent Selling
  • Product Information
  • Performance Comparisons
  • Territory and Segment Leaderboard
  • Activity & Case Information
Salesforce Analytics App for Rep Sales Performance Salesforce Analytics App for Org Sales Performance

 

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