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            Sales Insights

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            Sales Insights

            Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales pipeline.

            Required Editions

            Sales Insights includes Tableau Next and customer engagement features packed with customer data to help sales teams win deals with confidence.

            Available in: Lightning Experience
            Available with Sales in Agentforce 1 Edition or Agentforce for Sales Add-on license in: Enterprise, Performance, and Unlimited Editions.
            Note
            Note

            As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

            • Set Up Sales Insights
              Give your sales teams access to Sales Insights dashboards and analytics. Make sure to enable other relevant features to get the most out of Sales Insights.
            • Sales Insights Dashboards
              Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle.
             
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