Track revenue performance in real time with Communications Sales Insights, an app in
Agentforce Communications that shows sales, order, pricing, and customer lifecycle metrics in
Salesforce dashboards that you can customize. You can deploy this app on the Salesforce Platform or
as a managed package.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with
Communications Cloud Advanced and Agentforce for Communications.
Visual analytics bring together data across quoting, ordering, and activation with Data 360 and
Tableau Next. This unified view spans the customer lifecycle and breaks down silos across
communications service providers. Catch forecasting inaccuracies, operational bottlenecks,
revenue leakage, and accountability gaps before they affect the business. Make data-driven
decisions without switching between apps.
Use Communications Sales Insights to:
Monitor revenue performance as it happens
Spot stalled quotes and high-value deals
Catch operational risks like failed or unsubmitted orders
Improve forecast accuracy and revenue predictability
Align Sales, Operations, and Finance around a single source of truth
Communications Sales Insights Requirements Communications Sales Insights needs specific user permissions, add-ons, and org permissions, provisioned in your Salesforce org before you begin.
Set Up Communications Sales Insights Enable Communications Sales Insights, set up required user permissions, link data sources, and install Tableau Next dashboards to begin accessing real-time revenue analytics.
Communications Sales Insights Dashboards Communications Sales Insights includes three dashboards—Opportunities, Quotes, and Orders—that show data-driven views of your contact center's sales pipeline, quote activity, and order fulfillment.
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