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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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer editions with Communications Cloud Advanced and Agentforce for Communications.

Dashboard Requirements

To view data in the Communications Sales Insights dashboards, configure the features associated with each dashboard and populate them with data.

Note
Note If you use a managed package and haven't installed the data kit before, install the kit from the package installation page. Salesforce updates the data kit with each release. Check that the latest version is installed.

Communications Insights Hub

After installing the app, navigate to the Communications Sales Insights Dashboard to open the Communications Insights Hub.

The hub surfaces the KPIs that matter most at each lifecycle stage—win rates, quote acceptance, and order fulfillment—with trends and comparisons. When something looks off, drill into any stage's dashboard for root-cause detail.

Which Dashboard to Use

Use the dashboard that matches the part of the revenue lifecycle you're tracking:

  • Opportunities Dashboard — track your sales pipeline and win rates, and find stalled or high-value deals.
  • Quotes Dashboard — track quote volume, approval status, and quotes that have stalled.
  • Orders Dashboard — track order fulfillment, failures, and orders at risk of missing their service level agreement.

For example, a sales operations manager reviews the Opportunities Dashboard each morning to find stalled deals and then checks the Orders Dashboard for any orders in jeopardy before the weekly revenue review.