Salesforce Essentials by Keboola
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.
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.
Overview
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
With all Keboola Blocks and projects, you can easily customize the data model and transformations in Keboola Connection to better fit your needs.
Keboola is a data innovation platform that enables quick and secure experimentation by leveraging data you already have through the power of automated data ops. For more information, please visit www.keboola.com.