Track revenue performance in real time with Communications Sales Insights, an app in
Agentforce Communications that shows sales, order, pricing, and customer lifecycle metrics in
Salesforce dashboards that you can customize. You can deploy this app on the Salesforce Platform or
as a managed package.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Unlimited, and Developer editions with
Communications Cloud Advanced and Agentforce for Communications. |
Visual analytics bring together data across quoting, ordering, and activation with Data 360 and
Tableau Next. This unified view spans the customer lifecycle and breaks down silos across
communications service providers. Catch forecasting inaccuracies, operational bottlenecks,
revenue leakage, and accountability gaps before they affect the business. Make data-driven
decisions without switching between apps.
Use Communications Sales Insights to:
- Monitor revenue performance as it happens
- Spot stalled quotes and high-value deals
- Catch operational risks like failed or unsubmitted orders
- Improve forecast accuracy and revenue predictability
- Align Sales, Operations, and Finance around a single source of truth
- Communications Sales Insights Requirements
Communications Sales Insights needs specific user permissions, add-ons, and org permissions, provisioned in your Salesforce org before you begin.
- Set Up Communications Sales Insights
Enable Communications Sales Insights, set up required user permissions, link data sources, and install Tableau Next dashboards to begin accessing real-time revenue analytics.
- Communications Sales Insights Dashboards
Communications Sales Insights includes three dashboards—Opportunities, Quotes, and Orders—that show data-driven views of your contact center's sales pipeline, quote activity, and order fulfillment.
