Sales Teams

Your CRM Has the Data. It Does Not Have Answers.

SplashBI connects Salesforce pipeline data to financial, operational, and workforce context so Sales leaders, Sales Ops, and RevOps teams can answer the questions that drive forecast changes and manage performance without waiting on BI.

Trusted by sales teams in

The challenge

The Gaps Don't Live in the CRM. They Live Around It.

Every forecast miss, every rep performance question, every compliance flag traces back to the same problem. The answer exists, but it's split across systems that don't talk to each other. By the time it's reconciled, the window to act has already closed.

  1. Forecasts that missPipeline coverage looks healthy in the CRM. But the forecast misses because the CRM does not show which deals have stalled, which accounts have slowed on payments, or which segments are closing below the historical win rate. The context that changes the forecast lives in a different system.QuarterlyForecast misses tied to missing context
  2. Rep performance without root causeQuota attainment data shows who is behind. It does not show why. Whether the gap is in pipeline coverage, deal velocity, or territory assignment is a question that requires pulling data from the CRM, the ERP, and sometimes HR, and reconciling it manually.3 systemsBehind every rep performance answer
  3. Analytics only BI power users can runSales leaders and Sales Ops teams rely on BI or IT to build the reports they need. Custom CRM reports hit data limits. Dashboards go stale the week after they are built. Every ad-hoc question becomes a ticket.WeeksFrom question to governed answer
  4. Risk signals that surface too lateAccounts extending payment terms, renewal cycles slipping, and territory underperformance are signals the Sales leader needs early. By the time they reach the pipeline review, the deal is already at risk and the response window has closed.After the factWhen most revenue risk shows up

Solutions for sales teams

SplashBI Capabilities That Change How Sales Gets Answers

CROSS-DOMAIN

Sales questions that span Finance, HR, and SCM

Connect Salesforce pipeline with Oracle financial, workforce, and supply chain data. Answer questions like how account AR aging affects renewal risk, or whether a territory gap is pipeline or headcount, in one governed view.

CONVERSATIONAL ANALYTICS

SplashAI lets Sales ask, not file a request.

Ask pipeline and performance questions in plain English. SplashAI surfaces deal patterns, rep performance trends, and forecast risk without requiring SQL, BI builds, or a queue behind IT.

PIPELINE

Pipeline analytics by stage, age, owner, and territory

Track pipeline by stage, age, owner, and territory. Identify stalled deals and coverage gaps before the end of the quarter, with pre-built SplashCRM dashboards sourced directly from Salesforce.

QUOTA

Quota and attainment, surfaced rep by rep

Monitor quota attainment by rep, team, and region. Surface underperformance early and understand the gap between current trajectory and target, without rebuilding the report every quarter.

FORECAST

Forecast planning grounded in historical win rates

Analyze forecast accuracy, pipeline-to-close ratios, and historical win rates to build forecasts that hold up through the quarter. Compare current pipeline against the patterns that have actually closed.

REVENUE

Revenue analytics across segment, territory, and product

Track booked revenue, recurring revenue trends, and deal size distribution across territory, segment, and product line. Pre-built views replace the spreadsheet that Sales Ops rebuilds every Monday.

Sales analytics

30 Pre-built CRM Dashboards for Complete Revenue Visibility.

SplashBI delivers sales intelligence through pre-built CRM analytics, dashboards, and AI-powered insights. Connect Salesforce and enrich it with financial, operational, and workforce data to gain visibility into pipeline health, forecast accuracy, revenue performance, and sales productivity

Pipeline Analytics

Quota and Attainment

Forecast Planning

Revenue Analytics

Rep Performance

Territory and Segment

SplashBI extends the systems your Sales team already runs.

Who this is for

Built for the Teams Running Pipeline and Revenue

SALES LEADERSHIP

Live pipeline, forecast, and revenue dashboards without filing a request with BI or Sales Ops. See coverage gaps, stalled deals, and territory underperformance before the next forecast call.

SALES OPERATIONS

Analyze quota attainment, deal velocity, and pipeline hygiene across the team. Reconcile CRM with Oracle finance, HR, and SCM data in one governed semantic layer instead of weekly spreadsheets.

FORECASTING & PLANNING

Forecast accuracy, pipeline-to-close ratios, and historical win rates in pre-built dashboards. Build forecasts that hold up through the quarter and stress-test them against operational capacity.

FRONT-LINE MANAGERS

Self-service access to deal-level analytics, rep scorecards, and territory views. Role-based access keeps each rep on their own pipeline while managers see across the team, with no extra configuration.

CROs and VPs of Sales

Sales Ops and RevOps

Revenue and Forecast Teams

Sales Managers and Reps

By industry

Sales Performance Questions Look Different in Each Industry.

Pipeline that aligns with what production can actually deliver.

Manufacturing Sales teams need to connect pipeline data with production and supply chain capacity to validate that committed revenue can actually be fulfilled. SplashBI connects Salesforce pipeline with Oracle SCM and ERP operational data to give Sales and Ops a shared view of demand and delivery.

Track contract awards across long, multi-stakeholder cycles.

Government-facing sales teams track contract awards, procurement cycles, and renewal timelines across long, multi-stakeholder sales cycles. SplashBI connects CRM data with procurement and finance data so Sales Ops and account teams can track progress and flag risk across complex contract processes.

Pipeline aligned with institutional budget cycles.

Higher education institutions with enterprise software or professional services sales teams use SplashBI to track pipeline against institutional budget cycles, which have distinct timing and approval structures. Cross-domain context between CRM data and finance data makes those cycles visible.

Renewal and expansion signals from Oracle AR, on the account record.

Retail and hospitality Sales teams managing enterprise accounts need to connect CRM pipeline data with operational performance and payment history to manage renewals and identify expansion opportunities. SplashBI surfaces those signals from Oracle AR alongside the Salesforce opportunity record.

A revenue view that goes beyond CRM, for complex client portfolios.

Financial services Sales leaders managing complex client portfolios need pipeline analytics alongside financial performance data. SplashBI connects Salesforce opportunity data with Oracle financial data to give relationship managers and sales leaders a revenue view that goes beyond CRM.

Your Pipeline Deserves More Context Than a CRM can Give.

SplashBI connects Salesforce with the financial and operational data that changes how Sales leaders forecast, coach, and close.

FAQs

Sales analytics, answered