Overview

SalesAdvizor is a Windows (XP, Vista, 7) client application that streams data from SalesForce.com. The data is loaded into a dashboard which runs in client memory. Users login in with Salesforce.com credentials and pipeline data is automatically loaded into a predefined interactive dashboard.

Analysis is conducted by sweeping the mouse across the items in lists and graphs. Users are free to examine any combination of items through an interactive dashboard with the ability to isolate useful bits of data, drill into deals, focus on channel partners or identify sources of leads.

SalesAdvizor includes a full authoring environment allowing users to add other dimensions, create additional pages or build new customized dashboards. *SalesAdvizor has passed all AppExchange reviews and is certified to protect your sales data

Learn more by viewing our most recent SalesAdvizor webinar

Product Features

• Pre-built Pipeline Analysis dashboard
• SalesAdvizor comes with a preconfigured dashboard for the things that are most important – timing and probability, total deal amount, expected deal amount, channels and influencers, details and rep performance.  Select what you want, and see the answers.
• Easy installation, setup and use
• Get started in minutes.  100% point-and-click, wizard guided - No need to configure reports or pre configure data. Simply install the software, enter your SalesForce.com credentials and start analyzing.
• Share results via MS Office, PDF or web
• No more late nights trying to get your results into a PowerPoint graph. Do it in two clicks with SalesAdvizor. Easily share dashboards and insights with other SalesAdvizor users, or via MS Office, PDF and web pages. Quickly zero in on what really matters and export that data to Excel and other data stores.
• 15 different display options Includes: bar chart, pie chart, line chart, data sheet, summary sheet, text filter, scatterplot, heat map, map, histogram, multiscape, parabox, data constellation, time table and counts charts.
• Full Visual Discovery™ capability for multi-dimensional slice & dice analysis. Includes data and color linking across charts and pages, setting of color to any dimension, filtering, animation and interactive brush-up labeling.
• Analysis Aids Enhance your analysis with ADVIZOR's unique analysis aides. Includes: Bookmarks, Color Workshop, Data Workshop, Expression Builder, Hierarchy Wizard, Filters, Template Library, Date Parser, Chart Property Explorer and Navigation Panes.
• Flight Recorder Track and show where you’ve been in your analysis and selection path. Retrace your steps at any point. Save your analysis, reuse or share with others.
• Data Connections Wizard-driven access to your salesforce.com data. Downloads several core salesforce tables (Account, Opportunity, User, Account Partner, Opportunity Partner), links and joins them on load. Will also import single tables from Microsoft Excel, Access, or text files. For full linking and joining across tables please consider our Enterprise-Level Solution.
• Customizable Dashboards With SalesAdvizor, you are not limited to the single pre-configured Pipeline Analysis dashboard. You can modify or create new dashboards on-the-fly…. all point and click.