CRM Analytics
Insights that drive decisions, not just reports
We build Tableau CRM (CRM Analytics) dashboards, Einstein Discovery models, and custom datasets that turn your Salesforce data into actionable intelligence for every layer of your business.
What We Do
- CRM Analytics dataset design and dataflow optimization
- Executive and operational dashboard builds across Sales, Service, and Finance
- Einstein Discovery model training for lead scoring, churn prediction, and revenue forecasting
- Custom SAQL queries and calculated measures for complex KPIs
- Mobile-optimized dashboard views for field and executive users
- Scheduled data refreshes, data source integrations, and performance tuning
Why It Matters
Standard Salesforce reports answer what happened. CRM Analytics answers why it happened and what to do next. We build analytics solutions that move beyond vanity metrics to highlight pipeline risk, forecast gaps, agent coaching opportunities, and revenue trends — in real time.
Real-time
Pipeline and forecast visibility
2×
Improvement in forecast accuracy
200+
Salesforce certifications on our team
99%
Customer satisfaction score
Our Approach
Requirements workshop
Identify the business questions each stakeholder group needs answered and the KPIs that matter most.
Data model assessment
Evaluate Salesforce data quality, identify gaps, and design the dataset structure for analytics.
Dataset and dataflow build
Build the data pipelines, calculated fields, and dataset partitions required for each dashboard.
Dashboard design and build
Design and build dashboards iteratively, with stakeholder review at each sprint.
Training and rollout
Train dashboard owners on embedded actions, drill-downs, and filtering; deploy by user role.
Summit
Salesforce Partner Tier
200+
Salesforce Certifications
300+
Projects Delivered
Frequently Asked Questions
What is Salesforce CRM Analytics?
CRM Analytics (formerly Tableau CRM / Einstein Analytics) is Salesforce's native analytics platform for building interactive dashboards, predictive models, and embedded analytics directly within Salesforce — no data export required.
How is CRM Analytics different from Tableau?
CRM Analytics is optimized for Salesforce data and embeds natively within Salesforce pages. Tableau is a more general-purpose tool that connects to many sources. Many clients use both for different audiences.
How long does a CRM Analytics implementation take?
Delivering 3–5 dashboards for a specific team typically takes 6–10 weeks. Larger programs with multiple business units and predictive models run 16–24 weeks.
Can CRM Analytics connect to data outside Salesforce?
Yes. Through Data Cloud integration or external connectors, CRM Analytics can incorporate data warehouses, cloud storage, and other systems alongside Salesforce CRM data.
What is the difference between standard reports and CRM Analytics?
Standard reports are fast for operational reporting. CRM Analytics handles complex analytical questions — cohort analysis, predictive forecasting, revenue attribution, multi-dimensional exploration — that standard reports can't support.
Ready to implement CRM Analytics?
Let's scope your project and build a delivery plan together.