Salesforce Opportunity Mining

 

Products used:

ProcessMining

About the workbook

This Solution, empowered with the ProcessMining extension in Tableau, enables you to analyze Salesforce data and gain insights into opportunity conversion, identify bottlenecks, and improve process efficiency. This dashboard includes four visualizations: a process mining view of the entire opportunity flow, a chart showing opportunity transactions over time, a breakdown of closed opportunities by entry point and the number of touchpoints, and a view of activities and their stages in the current month. This dashboard tracks and analyzes opportunities, identifies bottlenecks, and understands the conversion process.