Snapshot, Trend, and Forecast Your Salesforce Pipeline with Chartio


Pipeline value / health tracking in Chartio

Salesforce is a fantastic CRM tool for managing your prospects and understanding your sales cycles. However, a common issue that people run into is parsing out historical snapshots from their Salesforce data. For example, questions like ‘What was the value of my quarterly pipeline at the start of this month?’ and ‘How/why has it changed?’ are typically incredibly hard to answer.

With Chartio, you can use your database’s native SQL to parse this information so that any user - technical or not - can use drag and drop to explore, create visualizations, and bring powerful insights back to their team.

Check out this community article for a complete SQL template to get started!