Connect Precision to Salesforce in 60 seconds

Salesforce has endless data—but you just need to know your numbers. Precision connects to your Salesforce org and pulls the metrics that matter for a sales-led business into your daily scorecard.

1. Click "Connect Salesforce" and authorize Precision to read your CRM data
2. Select which objects, pipelines, and fields to track
3. Precision syncs daily and pulls your opportunity and account data
4. Get a clear picture of pipeline health, velocity, and team performance

Metrics we pull from Salesforce

We pull the numbers that tell you if your revenue engine is healthy:

• Pipeline value — Total opportunity value by stage so you can forecast with confidence
• Deal velocity — How long opportunities stay in each stage (and where they stall)
• Win rate — Your close rate by rep, product, or segment
• New opportunities — Are you creating enough pipeline this week?
• Rep activity — Tasks, calls, and meetings per rep to keep the team accountable
• Forecast accuracy — Compare predicted close dates to actual outcomes

Connect Salesforce