CRM Analytics for Ad Sales

Unify pipeline, performance, and pacing, inside Salesforce.

CRM Analytics (formerly Tableau CRM or Einstein Analytics) gives ad sales organizations a powerful way to visualize and act on data directly within Salesforce. Whether you’re monitoring pacing, identifying deal risk, or tracking sales team activity, CRMA connects the dots between pipeline and performance, so sellers, managers, and executives stay aligned.

At V2, we help clients configure CRM Analytics specifically for the needs of ad sales organizations—tailoring dashboards and data models to reflect how media businesses actually sell, track, and fulfill advertising.

Sales Intelligence Where You Work

Ad sales moves fast. Your analytics should, too. CRM Analytics puts reporting and visualizations right inside your Salesforce workflow, so there’s no need to export data or switch tools to understand what’s going on.

With CRMA, ad sales teams can:

- Monitor open pipeline and pacing by product, team, or advertiser
- Identify stalled deals, gaps, or seller-specific blockers
- Visualize rep activity, campaign status, and billing milestones
- Forecast expected revenue based on probability and past performance
- Track account-level engagement across sales and delivery

Whether you’re managing upfront commitments or always-on campaigns, CRMA keeps your entire sales organization working from the same playbook.

V2 can help with ad sales and data cloud

Why This Matters to Ad Sales Teams

Ad sales organizations face a unique challenge: aligning pipeline, fulfillment, and revenue across fast-moving campaigns. CRM Analytics helps make those connections clear, so teams can spot risk, prioritize action, and make smarter decisions.

CRMA helps ad sales organizations:

See how booked revenue aligns with available inventory
Track progress toward quarterly goals by team or product
Understand advertiser history, rep performance, and upsell potential
Create real-time dashboards to reduce email and spreadsheet reliance
Surface insights directly in Salesforce to drive faster decisions

For managers, CRMA becomes a command center. For reps, it’s an at-a-glance assistant. For leadership, it’s a way to measure and forecast with confidence.

How It Fits Within the Ad Sales Tech Stack

CRM Analytics is most powerful when it’s directly connected to your Sales Cloud, Media Cloud, or custom Salesforce instance, and is used to surface insights throughout the sales process.

At V2, we help clients use CRMA to:

- Visualize pipeline by product, region, or vertical
- Analyze seller performance and rep activity trends
- Forecast against plan and understand pacing gaps
- Create interactive dashboards for sales leaders and executives
- Power scorecards for quarterly business reviews and revenue ops

We’ve designed dozens of CRMA dashboards for ad sales teams, each one customized to reflect unique business processes, roles, and KPIs.

Why We Recommend Salesforce CRMA

CRM Analytics is ideal for ad sales organizations that:

- Already rely on Salesforce for CRM and want to stay native
- Need live dashboards tied to opportunities, accounts, and custom objects
- Want visibility into the full ad sales funnel, from intake to invoicing
- Are building toward Agentforce or AI-driven workflows with embedded insights

It’s especially useful when your team is stretched and needs better visibility without relying on external tools or weekly reports.

CRMA gives teams the insights they need, where they already work, inside Salesforce.

Where Data Cloud Stands Out (Even if You Already Have Snowflake or BigQuery)

While Tableau is great for cross-platform analytics and visual storytelling, and MCI excels at media campaign reporting, CRM Analytics is purpose-built for internal sales and operations performance.

Compared to Tableau:

- CRMA lives inside Salesforce—no external logins or integrations required
- Offers row-level security and role-based access tied to Salesforce profiles

Compared to MCI:

- CRMA is focused on sales pipeline, forecasting, and rep activity
- Ideal for sales leaders and RevOps teams, not necessarily for advertisers

For clients with Salesforce at the center of their business, CRMA is a highly strategic and cost-effective way to unlock smarter decision-making. Faster.