Can Better Analyst change Salesforce data?

Better Analyst only issues SOQL SELECT queries and Bulk API 2.0 query jobs and has no write path. Salesforce has no read-only OAuth scope, though: the api scope carries the connecting user’s full API rights. Connect with a dedicated integration user whose permission set grants read access only.

Which objects can Better Analyst access?

Only the objects selected when the connector is saved, up to 40 per org, and only the fields the connecting user can see. Standard objects such as Account, Opportunity, Lead, and Case are suggested by default; custom __c objects can be added.

Does it work with sandboxes and My Domain?

Yes. Choose Production, Sandbox (test.salesforce.com), or enter your My Domain host ending in .my.salesforce.com when you authorize.

Can my team share the connection?

Yes. Connectors created in a team workspace are available to that team, and each org can be connected once per workspace.

Salesforce Pipeline Report: Open Deals and Slipped Dates

Build a Salesforce pipeline report with open opportunities by stage, owner and forecast category, plus slipped close dates from Opportunity History.

By David Bressler
Published November 11, 2026
Updated November 11, 2026

Summary

A Salesforce pipeline report shows open opportunities by stage, owner and forecast category, with amount and close date. Add Opportunity History and you can also see which deals slipped. Connect an org to Better Analyst, select Opportunity and Opportunity History, and ask in plain English. Queries are read-only SOQL.

On this page

Who this report is for
What the report includes
How to build it in Better Analyst from Salesforce
Questions to ask
Sample output
Charts to use
Keep it up to date
Further reading
FAQ

Who this report is for

Sales managers and Salesforce admins who prepare a weekly pipeline review and get asked follow-up questions that a saved Salesforce report can't answer without being rebuilt.

What the report includes

Metrics and dimensions in this report

Metric	Source field	Why it matters
Stage	Opportunity.StageName	The current sales stage, which is how open value is usually grouped.
Amount	Opportunity.Amount	The value behind every pipeline total.
Close date	Opportunity.CloseDate	Places a deal in a period, and reveals dates that have already passed.
Owner	Opportunity.Owner.Name	The rep responsible, for coverage and one-to-one reviews.
Forecast category	Opportunity.ForecastCategoryName	Separates commit, best case and pipeline, the terms most forecast calls use.
Probability	Opportunity.Probability	The stage's likelihood of closing, used for a weighted pipeline.
Is closed	Opportunity.IsClosed	A reliable filter for open deals that doesn't depend on stage names.
Prior close date	OpportunityHistory.CloseDate	The history of close dates, which shows exactly which deals were pushed.

How to build it in Better Analyst from Salesforce

Open Connectors, then Salesforce, and choose where you sign in: Production, Sandbox or My Domain.
Select Continue with Salesforce and approve access. If this is your org's first connection, a Salesforce admin may need to install the app first.
Keep Opportunity, Opportunity History and User among the selected objects, name the connector and save it.
Attach the connector to a chat and ask for open pipeline by stage and owner for this quarter.
Ask which opportunities moved their close date out of the quarter, and check a few against the records in Salesforce.

Questions to ask

“Show open pipeline by stage and owner for opportunities closing this quarter.”
“Which opportunities slipped out of this quarter in the last 30 days?”
“What is our weighted pipeline by forecast category for next quarter?”
“List open opportunities with a close date in the past, with owner and amount.”
“How long do opportunities spend in each stage, using Opportunity History?”

Sample output

Sample data for illustration, not real account data.

Sample data: open pipeline by stage for one quarter (illustrative, not a real org)

Stage	Open opps	Amount	Weighted	Past close date	Slipped in 30 days
Qualification	58	$1,240,000	$124,000	4	7
Needs Analysis	34	$910,000	$182,000	6	5
Proposal/Price Quote	21	$780,000	$351,000	5	8
Negotiation/Review	9	$412,000	$309,000	2	3

Charts to use

Open amount by stage (Bar chart): The shape of the pipeline, with a data label on each stage.
Amount by forecast category and owner (Stacked bar chart): Each rep's commit, best case and pipeline at a glance.
Slipped amount by week (Column chart): Whether close dates are being pushed more often as the quarter goes on.

Keep it up to date

Saved structured queries replay for dashboard refreshes, scheduled refreshes, alerts and Data Flows, so a pipeline dashboard stays current. A scheduled task can send the slipped-deal list before each forecast call.

Frequently asked questions

Can Better Analyst change my Salesforce data?

It only issues SOQL SELECT queries and Bulk API query jobs, and has no write path. Salesforce has no read-only OAuth scope, though, so connect with a dedicated integration user whose permission set grants read access only.

Can it use a report we already trust?

Yes. Pin saved Salesforce reports on the connector and Better Analyst runs them with their filters and groupings. Salesforce returns the first 2,000 detail rows of a report run, so larger results are marked partial and a full SOQL query is offered.

Why can't it see some of my opportunity fields?

Field-level security on the connecting user decides what is visible. Check that user's access, then use Refresh selected schema on the connector after any change.

Does this use my Salesforce API limits?

Yes. Queries count against your org's daily API allocation, and large exports count against Bulk API limits. Filtering by date range or stage uses fewer calls.