Empower Sales Teams with CRM Analytics

Empower Sales Teams with CRM Analytics

SplashBI Sales & CRM Analytics gives revenue teams a single view of pipeline, activity, and outcomes across Salesforce, HubSpot, and Oracle. Reps see their number, managers see the forecast, and leaders see where deals actually move, without stitching reports together every Monday.

Arm Your Team With Modern Tools

Elevate Sales Dashboards, Optimize Strategies

SplashBI reduces the time spent building and maintaining reports, so teams can focus on understanding their data to improve pipeline performance, increase conversion rates, close more deals, and support better decisions.

SalesForce Deep-Linking

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

Cross Object Reporting

Create cross-object reports or KPIs and dive deeper into 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.

Metrics that matter

Insights For Every Sales Role

Sales Reps

Understand trends at each stage of your pipeline and track progress toward quota.

Sales Leaders

View live sales data, analyze trends, and compare team performance.

Sales Executives

Monitor YTD performance against budget and forecast across the organization.

Drive Growth With Actionable Sales Analytics

Spend Less Time Building Reports. More Time Driving Growth.

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.

See SplashBI for CRM In Action

FAQs

Sales & CRM analytics questions