Getting started with Revenue Intelligence

What is Enhanced Analytics?

Enhanced Analytics is a data pipeline that takes daily snapshots of salesforce data related to opportunities, accounts, events, tasks, and fiscal periods in order to combine with Revenue.io generated sales data to provide new in-depth insights previously unavailable in Salesforce.

 

Enhanced Analytics is needed for Revenue Intelligence features:

  • X-Ray

    • Leaderboard of agent ranking within a specified time period based on the dollar amount of won revenue and the number of opportunities won. This dashboard compares various Sales activity metrics, coaching metrics, and conversational etiquette metrics of all reps, making it easy to identify patterns in differences between top and bottom-performing reps and coach toward those key differences.
  • Opportunities

    • By analyzing the details of opportunities and conversations related to opportunities captured within the Revenue.io platform, Revenue.io provides a one stop shop to see how a deal has progressed over time and all of the calls, video meetings, emails, tasks, and SMS messages that support it.. This enables Sales leaders, coaches, and supervisors to identify deals in progress that may be at risk so that they can provide coaching to reps specific to opportunities in progress.

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