Salesforce

Salesforce

CRM & SalesLive

Salesforce pipeline data, wired into your finance workflow.

Salesforce is the CRM backbone of enterprise sales teams. Eagli connects to Salesforce to pull opportunities, ARR, pipeline and forecast data, bridging the gap between sales operations and financial planning.

Setup< 10 min
RefreshEvery 15 min
Data points8
Salesforce
Salesforce
● Connected
CRM & Sales
Opportunities
live
ARR
live
Forecast
live
Accounts
live
Quotes & CPQ
live
+ 3 more data types
Data & metrics

Everything Eagli pulls from Salesforce.

Opportunities
All opportunities with stage, amount and close date
ARR
Annual recurring revenue and expansion tracking
Forecast
Commit, best case and pipeline forecast amounts
Accounts
Account revenue, tier and health scores
Quotes & CPQ
CPQ quotes, discounting and product mix
Bookings
New logo, expansion and renewal bookings
Activities
Sales activity and engagement metrics
Cases
Support load and churn risk indicators
Use cases

What finance teams do with Salesforce data.

01

ARR waterfall reporting

Build a live ARR waterfall showing new, expansion, contraction and churn, reconciled against your accounting.

02

Forecast accuracy tracking

Compare Salesforce commit forecast to final bookings over time, measure and improve forecast reliability.

03

Deal desk analytics

Analyze quote discounting, product mix and deal structure patterns to protect gross margin.

Setup

Connected in < 10 min.

No data pipeline to build. No engineering work. Just connect and start exploring your data in Eagli.

01
Authorise
Connect Salesforce via OAuth or API key; we never store your credentials.
02
Map your data
Eagli auto-maps your data to finance-aware KPIs. Customise any mapping in minutes.
03
Explore
Your data appears in live dashboards immediately. Ask questions, build reports, share with your team.
Ready to connect

Start using Salesforce data in minutes.

Connect Salesforce to Eagli and turn your data into live dashboards, forecasts and AI-powered analysis.

Salesforce
Eagli
Opportunitieslive
ARRlive
Forecastlive