Sales Pipeline Visibility and Forecasting

Track your team's revenue performance, predict future outcomes, and spot deal risks before they impact your forecast and your bottom line. Learn about the tools sales managers and revenue operations teams use to maintain pipeline accuracy and make confident commit decisions for their sales teams.

Note Sales Cloud is now Agentforce Sales. You may see references to Sales Cloud in our application and documentation.

• 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 organization. Sales Insights includes Tableau Next and customer engagement features packed with customer data to help sales teams win deals with confidence.
• Revenue Intelligence
  Revenue Intelligence is a data-driven sales solution that unites CRM Analytics dashboards and analytics with an easy-to-visualize pipeline progress flow chart in Pipeline Inspection, and more.
• Pipeline Inspection
  Pipeline Inspection gives sales teams a consolidated view of pipeline metrics, opportunities, week-to-week changes, AI-driven insights, and activity information. With this intelligence, sales teams can focus on the most important opportunities and forecast revenue more accurately.
• Salesforce Forecasting
  Feel confident about your sales projections by working with live forecast rollups, visual indicators, AI predictions, and historical trends to generate accurate sales predictions. Salesforce Forecasting is also referred to as Collaborative Forecasts in some places.
• AI Solutions for Sales Pipeline Visibility and Forecasting
  Bring AI into your workflows to help sales teams prioritize the right deals and give managers the confidence to make accurate forecast commits. Agentforce agents act on opportunities by reviewing activity data and suggesting field updates. Predictive AI features generate deal scores and insights from your historical patterns.