For sales leaders and RevOps, Revenue Insights turns engagement into coaching, forecasting, and content strategy. This guide covers how admins put the data to work beyond a single deal.
ℹ️ Before you start: A Salesforce Admin must have connected Revenue Insights. See Where to Find and Read Your Engagement Data (Admin Guide) for where the dashboards live.
1. For sales leaders
| Use case | What it lets you do |
|---|---|
| See multithreading risk | Use the Deals Dashboard to spot deals where engagement sits with a single contact. |
| Coach on real engagement | Coach on the content buyers actually spend time with, rather than what reps say they sent. |
| Bring evidence into forecasts | Bring engagement evidence into forecast conversations alongside stage and close date. |
💡 Pro tip: In pipeline reviews, sort by single-threaded deals first. A deal with one engaged contact and a big number attached is your highest-value coaching conversation.
2. For RevOps and enablement
| Use case | What it lets you do |
|---|---|
| Prove content influence on revenue | Use Influenced pipeline revenue and Influenced revenue won to show which content influenced closed-won revenue, from your own Salesforce data. |
| Retire what nobody uses | Retire the assets nobody opens and invest in the ones that show up on won deals. |
| Track sharing adoption | Track adoption of sharing across the team, including total links sent and unique users. |
💡 Pro tip: Once a quarter, compare the content tied to closed-won opportunities against the content nobody opens. That single view tells you what to double down on and what to retire, backed by revenue rather than opinion.