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          Product Insights Dashboard

          Product Insights Dashboard

          Optimize your sales strategy using the Product Insights dashboard. Track customer purchases, opportunities to position products in new segments, and market trends. Quickly see how well your sales teams deliver new offerings to the market.

          Required Editions

          Available in: Revenue Intelligence, which is available for an additional cost in Enterprise and Unlimited editions.
          View Account Discovery dashboards

          In the Product Insights dashboard, understand your sales cycles with a laser focus on products. Click Product Heat Map (1) to see how your product families are performing, and click Products & Opportunities (2) to see your opportunity pipeline sorted by product family. Click on a product family to zoom in on just that product group. Select Won or Lost (3) to sort by won or lost sales. Click a product family (4) to populate the charts with details about the selected product. See the Opportunity Funnel (5) to understand how your products are distributed across your pipeline.

           
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          Salesforce Help | Article