Cloud Insightz Product Suite
Analytics products, ready to deploy
Pre-built CRM Analytics solutions and platform tools, engineered by Cloud Insightz. Ready to be deployed in 2 weeks. Built on a scalable architecture that allows the solution to grow with you.
Analytics Apps
OOTB CRM Analytics Solution
360 Analytics Sales App
A must-have Salesforce Household extension.
What happens in Sales and what happens in Service don't stay in their own lane. They affect each other, and that has a real, measurable impact on revenue. The 360 Analytics Sales App brings that connected picture to the surface at the exact moment a rep needs it, and pairs every insight with a clear next step.
Avoid making costly mistakes just because the insight isn't showing
A sales rep reaching out to pitch an upsell may have no idea that same customer has had several critical support cases and months of late payments. The information already exists in Salesforce. It just never reaches the rep at the moment it matters.
The same works in reverse
When a service agent sees an account showing warning signs, like a repeated critical case or a strained relationship, that signal should reach the Sales rep managing the account right away. That way the rep never pushes an upsell or an aggressive negotiation without knowing what's really going on with the customer.
How it works: three layers
An insight is only as good as the action it makes you take. Every component pairs a data point with a next step, rather than stopping at visualization.
Home Page briefing
A tabbed CRMA banner on the Salesforce home page: a morning briefing, not a dashboard to dig through.
Record Page insight banners
Slim, insight-only strips on Account and Opportunity pages, linking out to deeper analysis. Salesforce handles execution, and CRMA handles insight.
Full CRM Analytics Studio dashboard
A richer, tabbed environment for deep analysis, including in-dashboard actions like creating tasks and events.
Insights delivered exactly where reps already work
These aren't extra dashboards reps have to remember to open. The Home Page component lives as a real, live dashboard right on the standard Sales App Home Page, and the Record Page components live directly on the Account and Opportunity record pages. The insight shows up exactly where a rep is already spending their time in Salesforce, with nothing new to learn and no separate tool to check.
What's inside
Unified Priority List
Tasks, Events, Opportunities and Leads blended into one ranked, clickable feed, with account health and case-risk context baked in.
Velocity Score
Every open opportunity is benchmarked against the rep's own historical Closed Won/Lost patterns, so a deal's health is obvious at a glance.
Account Health Score
Every owned account scored from 0 to 100 across four weighted pillars: Service, Engagement, Commercial, and Relationship Sentiment, on a rolling 90-day window.
Suggested Actions
On the Opportunity record page, a data-driven suggestion box recommends one concrete next step based on the weakest velocity sub-metric.
What-If bonus selector
A rep ticks open opportunities and sees, in real time, what closing them would do to their monthly bonus and gap-to-quota.
Locked down by design
Every dashboard uses security predicates so each rep only ever sees their own book of business.
See it running in a live Salesforce org
We'll walk you through the 360 Analytics Sales App in a working demo environment. No slides, just the actual app.
Analytics Apps
OOTB CRM Analytics Solution · Built for Construction Sales Teams
Empower your construction sales team with analytics that turn projects into wins
Built for salespeople finding construction projects and bidding to project owners, the Sales Construction Analytics App combines live market data with Salesforce CRM Analytics, so reps spend their time on the projects most likely to be won.
How it works: a positive feedback loop
From market data to pipeline decisions, and back again. Every cycle makes the next round of project selection sharper.
Filter and move, all in SMART
Filter and select relevant construction projects in Hubexo's SMART platform, and move them straight into Salesforce. The transfer is a feature built into SMART itself.
Screen inside Salesforce
Scour through the projects now sitting in Salesforce to find the right ones, and create opportunities on the ones worth pursuing.
Score, prioritize, and win
Sales Velocity scores every open deal against your own history, so reps know exactly which opportunities to push to close.
Analyze your winners
Use what won before to hone in your SMART filters, so the next round of projects you find is even better matched to you.
A guided connection, from day one. Cloud Insightz doesn't set up your Hubexo SMART subscription or your Siteshop connector directly, but we initiate the connection to both platforms and guide you through the integration into Salesforce, so you're never left to figure it out alone.
Four tabs, one working pipeline
Overview
Analyze every project transferred from SMART, see which already have opportunities, and group projects flexibly by category, region, or any dimension you choose.
Screening
Filter down to the projects worth pursuing, see their distribution on a map, and act directly: assign a project, create an opportunity, or log a task, without leaving the dashboard.
Pipeline
A custom Sales Velocity Score benchmarks every open deal against your own won and lost history, so a rep can see whether a deal looks like a winner or a loser. Project Scoring adds a second lens, showing what winning projects have in common.
Won Project Analytics
A clear view of everything you've won before: the best baseline for what you can win again, and the raw material for sharpening your next SMART search.
See your own construction pipeline, scored
We'll show you the Sales Construction Analytics App running against real project data: the full loop, from market to won deal.
Platform Tools
For Salesforce Admins & Architects
Gain control of your Salesforce CRM Analytics environment
The CRMA Governance Tool helps Salesforce teams understand what is being used, what may no longer be needed, and what hidden dependencies must be considered before changing a CRM Analytics environment.
Built for Salesforce administrators, CRM Analytics developers, architects, and governance teams responsible for complex analytics environments.
The best place to start untangling a CRM Analytics architecture that's gone haywire
Before you can fix a complex CRM Analytics environment, you need to actually see it. The Governance Tool is where that starts, and it holds up just as well for an environment that's already in good shape.
See how everything connects
Understand exactly how recipes, datasets, and dashboards depend on each other, instead of guessing at what a change might touch.
Know what's redundant, and what's unnecessary
Separate what's genuinely in use from what's redundant or no longer needed at all, backed by evidence rather than assumptions.
Document it, without the manual effort
Turn the estate into structured, navigable documentation automatically, whether the underlying architecture is a mess or already well organized.
Make governance visible, measurable, actionable
Discover where dataset fields are actually used
Distinguish dashboard usage from recipe-only usage
Identify upstream dependencies that could block removal
Scan multiple datasets from one workflow
Track governance health scores and audit history
Explore analytics relationships in interactive dependency maps
Establish runtime baselines for recipes and dataflows
Investigate cleanup opportunities using evidence and confidence indicators
Safety-first by design
Dependency and removal-candidate analysis are read-only. Incomplete evidence is clearly marked instead of being treated as proof a field is safe to delete, so uncertain findings stay quarantined, never presented as automatically safe to remove.
See your own org's governance health
We'll run the CRMA Governance Tool against a sample environment and walk through the dependency map, health scoring, and audit history live.
We can help you
Greenfield or Brownfield, we are here to assist your CRM Analytics implementation from Advisory to Implementation, using tested frameworks to deliver our services
Services are delivered remotely out of Denmark or on-site in Denmark*
* Engagements with onsite presence are possible, depending on location in the Capital Region.