---
schema_version: "1"
id: 9250e6b505e43b8f6c5dde2787946a745bdf60e22037d9f766c18b4d4e9af3d0
title: Sales Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_insights.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_insights.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: aee551a1d3977a160aaedadfae9bc08828fb84e65662d74dc701621ae5606ab0
description: Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales organization. Sales Insights includes Tableau Next and customer engagement features packed with customer data to help sales teams win deals with confidence.
products:
  - Sales Cloud
release: "264"
---
# Sales Insights

Sales Insights is a data-driven sales solution that unites Tableau Next dashboards and analytics with an easy-to-visualize view of your sales organization. Sales Insights includes Tableau Next and customer engagement features packed with customer data to help sales teams win deals with confidence.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with Sales in <strong>Agentforce 1 Edition</strong> or Agentforce for Sales Add-On license in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_pipe_visibility-264-0-0-production-enus/75640128-02d2-4752-84b3-eb077e12fb74/images/icon_note.png)

Note

As of October 14, 2025, Data Cloud has been rebranded to Data 360. During this transition, you may see references to Data Cloud in our application and documentation. While the name is new, the functionality and content remains unchanged.

- **[Set Up Sales Insights](https://help.salesforce.com/s/articleView?id=sales.sales_insights_setup_main.htm&release=264.0.0&type=5)**  
    Give your sales teams access to Sales Insights dashboards and analytics. Make sure to enable other relevant features to get the most out of Sales Insights.
- **[Sales Insights Semantic Models, Objects, Metrics, and Fields](https://help.salesforce.com/s/articleView?id=sales.sales_insights_assets.htm&release=264.0.0&type=5)**  
    When you set up Sales Insights, specific assets are included. To modify the Sales Insights dashboards, you can modify these assets.
- **[Sales Insights Dashboards](https://help.salesforce.com/s/articleView?id=sales.sales_insights_dashboard.htm&release=264.0.0&type=5)**  
    Sales Insights helps sales teams make fast decisions to improve ROI in every part of the sales cycle. Use Sales Insights to help sales teams gain performance insights to build stronger pipelines and generate more revenue.