Leverage Salesforce Opportunity Analytics in Apollo

Article author
Sarah Malone


When you integrate Salesforce with Apollo, you can take advantage of Apollo Analytics to access key insights from your Salesforce Opportunities data. If you analyze your Salesforce Opportunities, you can more easily identify and better understand the key demographics of your ideal prospects. This can directly impact your success when prospecting in Apollo.

Seize the Opportunity!

For further information about Opportunities in Apollo, please refer to the Opportunities Overview article. If you want to understand more about Opportunity Stages and Salesforce, please read this article.

Refer to the sections below for more information on how to access Salesforce Opportunity Analytics in Apollo and how to leverage these insights when prospecting.

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Access Opportunity Analytics in Apollo

Before you can access Salesforce Opportunity Analytics in Apollo, you first need to integrate Salesforce with Apollo and enable the Pull Opportunity Records option.

We're Here to Help!

For more information about how to integrate Salesforce with Apollo, please follow the instructions in the Salesforce section of the Apollo Knowledge Base. Pay particular attention to the steps in the "Configure Your Salesforce "Pull" Settings" article to ensure you pull your Salesforce Opportunities into Apollo. You must enable the Pull Salesforce Opportunities into Apollo toggle before you can follow the instructions below.

Pull Opportunities Setting

When you finish integrating Salesforce, you are ready to access Salesforce Opportunity Analytics in Apollo.

Launch Apollo, click Engage, and then click Analytics.


Click Reports and then click + New Reports.

Create New Report

Click Metrics and scroll to Opportunities.

Opportunities Metrics

Click the Opportunity metric(s) that you want to measure. Apollo displays the metrics that you select in the table on the left.

Select Opportunity Metrics

Click the Dimensions tab. Then, click the dimension(s) by which you want to measure your metrics. Apollo displays the dimensions that you select in the table on the left.

Add Dimensions

Use the Filters, Data, and Visualization drop-downs to personalize your report further.

Report Configuration Drop-Downs

Reporting for Duty!

For more information about how to configure the different elements of your report, please refer to the "Build and Access Reports in Apollo" article.

Click Run to visualize the data.

Run Report

You have now accessed the analytics of your Salesforce Opportunities in Apollo.

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Use Opportunity Analytics to Prospect Better

Now it's time to analyze your data and identify key trends that you can leverage when prospecting.

In the example report from the section above, you can see that the top 3 categories with the highest win rate were companies with 1-10, 51-100, and 11-20 employees.

Example Report—Top Performing Segments

You can use this data to customize the way you search according to your top-performing Salesforce Opportunities.

To utilize this data, first launch Apollo and click Search. Then, click Companies.


Select the appropriate filters to segment your Search according to the results of your Opportunities report.

Search Filters

Apollo displays the companies that match your search criteria. Click the Net New tab to access the contacts or accounts with whom you want to start engaging.

Net New Tab

You have now leveraged the data from your Salesforce Opportunities to prospect with more accuracy.

Prospect Like a Pro!

For more information about how to save contacts and accounts, please refer to "this article". Or, if you would like further guidance on how to leverage the Apollo Database to find new customers, please refer to "this article".

You can also save and subscribe to the Search to stay notified of any new contacts or accounts that match the demographics of your top-performing Salesforce Opportunities.

Off to a Flying Start!

For more information about how to create and subscribe to saved searches, please refer to the "Create and Subscribe to Saved Searches" article.

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