Getting started with Revenue Intelligence
Enhanced Analytics is a data pipeline that takes daily snapshots of your Salesforce data and combines it with Revenue.io generated sales data to provide new in-depth insights previously unavailable in Salesforce. This integration enables powerful Revenue Intelligence features that help sales leaders and coaches make data-driven decisions.
- Opportunities - Deal information and progression
- Accounts - Account details and relationships
- Events - Calendar events and meetings
- Tasks - Task records and completion data
- Fiscal periods - Financial period configurations
Revenue Intelligence Features:
Enhanced Analytics is required to use the following Revenue Intelligence features:
X-Ray
X-Ray is a leaderboard that ranks agents within a specified time period based on the dollar amount of won revenue and the number of opportunities won. This dashboard compares various sales activity metrics, coaching metrics, and conversational etiquette metrics of all reps, making it easy to identify patterns in differences between top and bottom-performing reps and coach toward those key differences.
Opportunities
The Opportunities feature provides a comprehensive view of how deals have progressed over time. By analyzing the details of opportunities and conversations captured within the Revenue.io platform, you can see all the calls, video meetings, emails, tasks, and SMS messages that support each deal. This enables sales leaders, coaches, and supervisors to identify deals in progress that may be at risk so they can provide targeted coaching to reps specific to opportunities in progress.
Opportunity Won Loss Dashboard
The Opportunity Won/Loss Dashboard helps sales leaders analyze how engagement patterns influence deal outcomes. By comparing activity trends across won and lost opportunities, teams can identify behaviors that correlate with higher win rates and improve sales execution.