How Tableau and CRM Analytics together help in Better Forecasting

Forecast enables organizations to plan their sales cycle, from pipelines to closed sales, and manage expectations. In this video, Ian Hagerman explains how Tableau and CRM Analytics can work better together. He breaks down collaborative forecasting in the salesforce environment along with data and predictive models in the Tableau desktop. He also addresses the following points:

  1. generating forecasts
  2. creating a data set in CRMA based on the forecasts generated
  3. opportunity pipeline built on a predictive model
  4. and finally pulling it all into Tableau to generate new predictions using an Einstein discovery model


Ian, Hagerman

Ian Hagerman

Analytics Practice Manager

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