Salesforce CRM Analytics (formerly Tableau CRM) Features
What are the features of Salesforce CRM Analytics (formerly Tableau CRM)?
Reports
- Reports Interface
- Steps to Answer
- Graphs and Charts
- Score Cards
- Dashboards
Self Service
- Calculated Fields
- Data Column Filtering
- Data Discovery
- Search
- Collaboration / Workflow
- Automodeling
Advanced Analytics
- Predictive Analytics
- Data Visualization
- Big Data Services
Building Reports
- Data Transformation
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Salesforce CRM Analytics (formerly Tableau CRM) Categories on G2
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Reports
Reports Interface | Based on 129 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Reports interface for standard and self-service reports is intuitive and easy to use. | 89% (Based on 129 reviews) | |
Steps to Answer | Requires a minimal number of steps/clicks to answer business question. This feature was mentioned in 122 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 83% (Based on 122 reviews) | |
Graphs and Charts | Offers a variety of attractive graph and chart formats. This feature was mentioned in 131 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 91% (Based on 131 reviews) | |
Score Cards | Score cards visually track KPI's. This feature was mentioned in 111 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 88% (Based on 111 reviews) | |
Dashboards | Provides business users an interface to easily design, refine and collaborate on their dashboards 128 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 89% (Based on 128 reviews) |
Self Service
Calculated Fields | Based on 121 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Using formulas based on existing data elements, users can create and calculate new field values. | 84% (Based on 121 reviews) | |
Data Column Filtering | Business users have the ability to filter data in a report based on predefined or automodeled parameters. 124 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 86% (Based on 124 reviews) | |
Data Discovery | Users can drill down and explore data to discover new insights. This feature was mentioned in 124 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 85% (Based on 124 reviews) | |
Search | As reported in 110 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Ability to search global data set to find and discover data. | 87% (Based on 110 reviews) | |
Collaboration / Workflow | As reported in 123 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms. | 86% (Based on 123 reviews) | |
Automodeling | Tool automatically suggests data types, schemas and hierarchies. This feature was mentioned in 110 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 83% (Based on 110 reviews) |
Advanced Analytics
Predictive Analytics | Based on 117 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Analyze current and historical trends to make predictions about future events. | 83% (Based on 117 reviews) | |
Data Visualization | Communicate complex information clearly and effectively through advanced graphical techniques. This feature was mentioned in 125 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 88% (Based on 125 reviews) | |
Big Data Services | Based on 118 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Ability to handle large, complex, and/or siloed data sets. | 80% (Based on 118 reviews) |
Building Reports
Data Transformation | As reported in 93 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Converts data formats of source data into the format required for the reporting system without mistakes. | 85% (Based on 93 reviews) | |
Data Modeling | Ability to (re)structure data in a manner that allows extracting insights fast and accurate. 84 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 87% (Based on 84 reviews) | |
WYSIWYG Report Design | As reported in 76 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get) | 86% (Based on 76 reviews) | |
Integration APIs | Based on 81 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. | 85% (Based on 81 reviews) |
Statistical Tool
Scripting | As reported in 27 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Supports a variety of scripting environments | 88% (Based on 27 reviews) | |
Data Mining | Mines data from databases and prepares data for analysis This feature was mentioned in 28 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 87% (Based on 28 reviews) | |
Algorithms | As reported in 28 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Applies statistical algorithms to selected data | 88% (Based on 28 reviews) |
Data Analysis
Analysis | Analyzes both structured and unstructured data This feature was mentioned in 31 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 91% (Based on 31 reviews) | |
Data Interaction | Interacts with data to prepare it for visualizations and models 29 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 90% (Based on 29 reviews) |
Decision Making
Modeling | As reported in 28 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Offers modeling capabilities | 91% (Based on 28 reviews) | |
Data Visualizations | Creates data visualizations or graphs This feature was mentioned in 31 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 93% (Based on 31 reviews) | |
Report Generation | Generates reports of data performance This feature was mentioned in 29 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 91% (Based on 29 reviews) | |
Data Unification | Unifies information on a singular platform 29 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 90% (Based on 29 reviews) |
Data Preparation
Connectors | Based on 64 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications. | 88% (Based on 64 reviews) | |
Data Governance | Connects to enterprise data governance software, or provides integrated data governance features to avoid misuse of data 65 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 85% (Based on 65 reviews) |
Data Modeling and Blending
Data Querying | Using formulas based on existing data elements, users can create and calculate new field values 64 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 87% (Based on 64 reviews) | |
Data Filtering | Business users have the ability to filter data in a report based on predefined or automodeled parameters. 68 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 88% (Based on 68 reviews) | |
Data Blending | Based on 65 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Allows the user to combine data from multiple sources into a functioning dataset. | 87% (Based on 65 reviews) |
Revenue Sourcing and Forecasting
Revenue History | Allows users to track how previous revenue forecasts have developed over time This feature was mentioned in 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 86% (Based on 20 reviews) | |
Pipeline Management | Allows users to track pipeline to identify deals that are stalled, at risks and future opportunities This feature was mentioned in 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 88% (Based on 20 reviews) | |
Dashboard Analytics | Based on 22 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Reports results on revenue attainment, conversion rate, and overall revenue analytics | 92% (Based on 22 reviews) | |
Multi-Device Data Visualization | Allows users to view data visualizations on several devices 20 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 91% (Based on 20 reviews) | |
Data Segmentation | As reported in 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Enables user to segment customer or prospect revenue data in meaningful ways such as by industry or region. | 93% (Based on 20 reviews) | |
Predictive Forecasting | As reported in 14 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Provides users with ability to predict upcoming forecast based on AI insights and deal health | 92% (Based on 14 reviews) | |
Revenue Operations Cadence | Provides users with ability to analyze weekly, monthly, and quarterly operational cadences to ensure success This feature was mentioned in 14 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 88% (Based on 14 reviews) |
CRM Data Enrichment
Calendar Sync | Based on 19 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Automatically associates calendar invites to update deal progress in a CRM | 90% (Based on 19 reviews) | |
Email Activity Capture | Automatically associates sales activities within emails to the relevant accounts in your CRM 19 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 92% (Based on 19 reviews) | |
Conversation Intelligence | Automatically associates sales activities within conversation intelligence tools to the relevant accounts in your CRM This feature was mentioned in 18 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 92% (Based on 18 reviews) | |
Marketing Leads | Based on 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Automatically links marketing leads to sales generated opportunities in your CRM | 94% (Based on 20 reviews) | |
Contact Capture | Based on 13 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Automatically captures contacts engaged with and associates to relevant accounts in a CRM | 92% (Based on 13 reviews) |
Account Management
Nonengaged Accounts | As reported in 19 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Identifies accounts that sales reps aren't engaging with | 91% (Based on 19 reviews) | |
Account optimization | Based on 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. Maximizes account coverage by determining the optimal number of accounts per rep | 88% (Based on 20 reviews) | |
Historical Patterns | Identifies common themes among historical deals that are won or lost This feature was mentioned in 20 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 91% (Based on 20 reviews) | |
Rep Performance | Identifies common themes and actions amongst reps that close the most deals This feature was mentioned in 19 Salesforce CRM Analytics (formerly Tableau CRM) reviews. | 90% (Based on 19 reviews) | |
Account Engagement | Allows users to track the level of engagement with each account and provides insights on frequency of engagement 14 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 94% (Based on 14 reviews) | |
Historical Win/Loss Patterns | Identifies common themes among historical deals that are won or lost to provide insights into successful strategies 14 reviewers of Salesforce CRM Analytics (formerly Tableau CRM) have provided feedback on this feature. | 90% (Based on 14 reviews) |
