Metrics that matter

Empower Sales Teams with CRM Analytics

Sales Reps

Understand the trends at each stage of your pipeline. Know the gaps early and what you need to do to achieve your quota.

Sales Leaders

Get live sales data, gap and risk analysis, trends, and new/top opportunities. Who are my best performing reps?

Sales Executives

Get a clear picture of YTD performance against budget and forecast. Where are the gaps?

Arm Your Team With Modern Tools

Leveraging technology can elevate your sales dashboards, optimize your sales strategies, and provide transparency and control over your sales process. The use of the right solution impacts the entirety of your sales process—guiding salespeople through their day to complete sales activities according to best practices, which, in turn, drives revenue.

SalesForce Deep-Linking

Go beyond the surface layer of your dashboard and drill down in to the data.

Cross Object Reporting

Create cross-object reports or KPIs and dive deeper in to your data.

Distribution & Scheduling

Share your report or dashboard with others in either excel, PDF, or HTML format.

Excel Plugin

Use our Excel add-in for robust transactional reporting that is easy to use.

Drive Growth With Actionable Sales Analytics

Whether you need to enable your sales reps, provide visibility for your executive team or make data-driven decisions, SplashBI for CRM has pre-built sales reports and dashboards to help. Spend less time building reports and more time driving growth with a solution built specifically around your needs.

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FAQ

Answers to your Sales Analytics questions