Sales Analytics Essentials
Your CRM system is often the first data source to include in analytics. Using this Block not only provides fast time to value to get your first reports out to your sales leaders and executives, but also creates a foundation to build and expand reporting. This Block contains three dashboards, for an overview of:
Leads, contacts, opportunities and their value
Top opportunities and their progress
The current and rolling pipeline including change tracking
Currently available sources: SFDC, Hubspot, Pipedrive, Microsoft Dynamics.
The “Essentials” series of blocks by Keboola offers the ability to jumpstart your analytics by simultaneous deployment of [Keboola Scaffolds] (https://www.keboola.com/product/scaffolds) and Looker Blocks. With all Keboola Blocks and projects, you can easily customize the data model and transformations in [Keboola Connection] (https://www.keboola.com/product/overview) better fit your needs. Speed and simplicity without compromise!
To get Keboola set up for this block go [here] (https://www.keboola.com/form/looker-blocks?block=crm).
Keboola is a data operations platform that enables teams to scale business insights and revenue through automated workflows and quick and secure experimentation. For more information, please visit [www.keboola.com] (https://keboola.com) .