CRM Analytics

Turn Insights into Action with CRM Analytics

Unlock powerful insights with Salesforce CRM Analytics (formerly Tableau CRM). Our experts build intelligent dashboards, predictive analytics, and AI-powered storytelling to help you make faster, smarter decisions. Whether it’s pipeline pacing or executive-ready reporting, we translate complex data into clear business outcomes.

CRM Analytics for Your Industry

We specialise in CRM Analytics for Non-profits, Media & Events, and SaaS, but our solutions are transferable across all service-led organisations. Here’s how we help your teams act on data

Non-profits

Track donor journeys, program outcomes, and volunteer engagement with powerful dashboards. Use predictive models to anticipate giving patterns and manage mission-driven initiatives with confidence.

Events & Media

Measure campaign effectiveness, attendee insights, and sponsorship performance in real time. Enable SDRs and partner teams with live dashboards before, during, and after events. Visualise revenue movement dashboards to track pipeline shifts, pacing, and post-event ROI.

SaaS & Technology

Visualise onboarding progress, monitor product usage, and forecast renewals. Deploy predictive revenue intelligence to anticipate churn, identify upsell triggers, and optimise customer lifecycle value.

What We Bring to the Table

Bespoke Einstein Analytics dashboards and visual stories

Scalable data models with joins, augmentations, and row-level security

Predictive analytics with Einstein Discovery and machine learning

Embedded insights within Sales and Service Cloud

Integration with external data sources for 360° context

Real-time revenue and pipeline forecasting. Opportunity scoring and AI-generated health signals. Sales performance dashboards and team leaderboards. Automated revenue reporting and forecasting accuracy checks. Finance integrations for closed-loop tracking

While we focus on high-impact sectors like Non-profits, Media & Events, and SaaS, our CRM Analytics and Revenue Intelligence frameworks are built to scale across industries. From healthcare and education to logistics and retail, we adapt proven data strategies to deliver business outcomes in any environment.

Contact us to speak with a CRM Analytics expert

Email us at [email protected] to receive the Revenue Intelligence Toolkit

Explore dashboards that turn metrics into strategic action