Revenue Intelligence

Revenue Intelligence is a data-driven sales solution that unites CRM Analytics dashboards and analytics with an easy-to-visualize pipeline progress flow chart in Pipeline Inspection, and more.

Revenue Intelligence includes Einstein Forecasting, Einstein Activity Capture, CRM Analytics, and other AI, forecasting, and customer engagement features packed with customer data to help sales teams win deals with confidence.

Revenue Intelligence includes the following apps:

  • Revenue Insights
  • Einstein Account Management
Available in: Lightning Experience
Available with Sales and Government Cloud Plus for an additional cost in: Enterprise, Performance, and Unlimited Editions
  • Set Up Revenue Intelligence
    Give your sales teams access to Revenue Insights sales performance dashboards and analytics. Make sure to enable other relevant features to get the most out of Revenue Intelligence.
  • Revenue Insights
    Use Revenue Insights to help sales teams gain performance insights to build stronger pipelines, improve forecast accuracy, and generate more revenue.
  • Einstein Account Management
    Einstein Account Management provides dashboards and Einstein Discovery models to help you see which of your accounts has potential for growth and which of your accounts need attention.