Top KPIs to Track Using Einstein Analytics in Salesforce

In today’s data-driven business landscape, tracking the right KPIs (Key Performance Indicators) is critical for informed decision-making. Salesforce's Einstein Analytics—now part of CRM Analytics—offers robust tools that help businesses uncover insights from CRM data, forecast trends, and improve performance in real-time.

But with so many data points available, which KPIs should you focus on?

In this article, we’ll walk you through the top KPIs to track using Einstein Analytics in Salesforce, how they impact business growth, and why choosing the right metrics can accelerate success.

What is Einstein Analytics?

Einstein Analytics (CRM Analytics) is Salesforce’s advanced analytics platform. It allows users to:

• Visualize and explore CRM data interactively
• Build AI-powered dashboards and reports
• Use predictive analytics for better decision-making
• Empower sales, marketing, service, and operations teams with actionable insights

Unlike traditional reports, Einstein Analytics provides dynamic, real-time dashboards with drill-down capabilities and AI-based predictions.

Why KPIs Matter in Salesforce Analytics

Key Performance Indicators help you measure the health, efficiency, and success of your business. When tracked accurately with Salesforce Einstein Analytics, KPIs allow teams to:

• Identify performance gaps
• Forecast revenue
• Optimize processes
• Enhance customer engagement
• Make data-informed decisions

Top KPIs to Track Using Einstein Analytics in Salesforce

Here are the most impactful KPIs across departments that you should track using Einstein Analytics:

1. Sales Revenue

Why it matters: This is the most fundamental metric for evaluating your company’s growth. Einstein Analytics helps you break down revenue by product, region, sales rep, or time period.

• Dashboard insight:
• Revenue trends over time
• Performance against quota
• Comparison with previous quarters or years

2. Lead Conversion Rate

Formula: (Converted Leads ÷ Total Leads) × 100

Why it matters: Shows how effective your lead nurturing and sales processes are. A low rate may indicate issues with lead quality or sales engagement.

With Einstein Analytics:

• Identify conversion bottlenecks
• Segment by source, region, or rep
• Predict which leads are most likely to convert

3. Sales Pipeline Value

Why it matters: Your pipeline value shows the total potential revenue in progress. With Einstein Analytics in Salesforce, you can monitor:

• Pipeline by stage
• Forecast accuracy
• Close rate trends

4. Customer Acquisition Cost (CAC)

Formula: Sales & Marketing Spend ÷ New Customers

Why it matters: This KPI reveals how much it costs to win a new customer. When combined with LTV (Customer Lifetime Value), it helps optimize your ROI.

With Einstein Analytics:

• Break down CAC by campaign or channel
• Track changes over time
• Identify low-cost, high-conversion channels

5. Customer Retention Rate

Formula: ((Customers at End – New Customers) ÷ Customers at Start) × 100

Why it matters: Retention is often more profitable than acquisition. This KPI reflects customer satisfaction, onboarding, and product/service value.

Einstein Analytics enables:

• Retention heatmaps
• Churn prediction using Einstein AI
• Trigger-based workflows to reduce churn

6. Average Deal Size

Why it matters: A rising average deal size means your team is effectively upselling or selling higher-value products.

Using Einstein Analytics:

• Analyze by industry, rep, product, or time
• Forecast average deal size over time
• Find cross-sell opportunities

7. Case Resolution Time

Why it matters: In customer service, faster case resolution leads to happier customers. This KPI reflects how efficiently your support team operates.

Track with Einstein Analytics:

• Average and median resolution time
• Escalation frequency
• Performance by agent/team

8. Net Promoter Score (NPS)

Why it matters: NPS measures customer loyalty and satisfaction. When connected to Salesforce data, it can be used to drive customer success initiatives.

Einstein Analytics helps:

• Track NPS trends over time
• Correlate NPS with churn
• Segment by customer type or product

9. Marketing ROI

Formula: (Revenue from Campaign – Cost of Campaign) ÷ Cost of Campaign × 100

Why it matters: This tells you how well your marketing spend translates into actual revenue.

Salesforce Einstein Implementation enables:

• Multi-touch attribution
• Campaign influence analysis
• Budget optimization

10. Forecast Accuracy

Why it matters: Inaccurate forecasts can lead to poor planning. With Einstein Forecasting, Salesforce provides AI-based sales predictions.

KPIs include:

• Forecasted vs. actual revenue
• Rep-level forecast accuracy
• Historical trends for data-backed predictions

Benefits of Tracking KPIs in Einstein Analytic

How to Set Up KPI Dashboards in Einstein Analytics?

• Define your objectives (e.g., increase revenue, reduce churn)
• Select KPIs that align with those goals
• Create datasets in Salesforce CRM Analytics
• Use templates or build custom dashboards
• Incorporate Einstein Discovery for AI-powered suggestions
• Schedule and share reports with key stakeholders

Final Thoughts

Tracking the right KPIs in Salesforce with Einstein Analytics isn’t just about having more data—it’s about having the right insights to guide your strategy. By monitoring metrics like sales revenue, conversion rates, customer retention, and forecast accuracy, your teams can drive smarter growth and better customer experiences.

With real-time dashboards, AI-powered predictions, and seamless Salesforce integration services, Einstein Analytics is one of the most powerful tools for modern KPI tracking.