Salesforce Revenue Intelligence

Revenue is a constant problem. Revenue Intelligence is the solution

Salesforce Revenue Intelligence is a new approach to solving the perennial business problem of ensuring meaningful and timely line of sight to sales activity and its conversion to revenue.  Bundling together an array of diagnostic, tracking and forecasting platform capabilities, Revenue Intelligence provides critical intel on:

  • Deal health
  • Progression toward sales target/quota
  • Prioritisation of deals within the pipeline
  • Sales and closing metrics across key dimensions of product and geography
  • Deep integration with tools like Collaborative Forecasting

The team at Lightfold has been using CRM Analytics to support high performance sales, service and marketing teams since the platform was first introduced in 2014. As a result of this proven track record, we are proud to have been selected as a pilot implementation partner for Revenue Intelligence and we’re excited to help you begin your journey of embedded intelligence with such a valuable and actionable solution. 

Get started fast

Lightfold delivers all of its offerings in fixed priced units of work called ‘Delivery Units’ (DU). This approach works perfectly for accelerator suite solutions like Revenue Intelligence and can help you size the setup engagement to meet your needs.

Quick Start Set Up

Cost: 2x DU = AUD$36,000 ex GST

Duration: 2-4 Weeks (based on your needs and schedule)


  • Lightfold’s specialised Tesseract design methodology (up to 3 modules) to develop an implementation plan bespoke to the needs of your end users
  • Setup and configure the Revenue Intelligence analytics app and dashboards
  • Embed app analytics assets into Salesforce page layouts
  • Configure Pipeline Inspection
  • Manage user permissions and production deployment
  • Core team enablement

Quick Start Growth

Cost: 4x DU = AUD$72,000 ex GST

Duration: 4-6 Weeks (based on your needs and schedule)


  • Everything in the Quick Start Set Up package
  • Extended Tesseract design workshops and modules to support deeper functionality (up to 6 modules total)
  • Additional data source included – can be external to Salesforce
  • Extended Account 360 dashboard build included and embedded to Account pages as part of salesforce user experience
  • Additional custom dashboard application, bespoke designed to support sales agent and sales management visibility and alignment – mobile options also available.

Additional features available in the same modular format

With Lightfold, you only pay for outcomes and those outcomes are clearly scoped and sized to minimise risk. Adding additional data sources, transformations, dashboard assets and even AI prediction systems is a simple matter of incremental Delivery Units, aligned to your objectives.

Interested in what Revenue Intelligence can do for your business?

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