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.

Does it use my Salesforce API limits?

Yes. Queries count against your org’s daily API request allocation, and large exports count against Bulk API limits. Narrow queries with filters and date ranges to use fewer calls.

Salesforce Sales Report: Closed Revenue, Win Rate and Reps

Build a Salesforce sales report with closed-won revenue, win rate, average deal size and sales cycle by rep and lead source, using read-only SOQL.

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

Summary

A Salesforce sales report shows closed results: revenue, win rate, average deal size and sales cycle, by rep, lead source or period. Connect an org to Better Analyst and ask for it in plain English. Each answer comes from a read-only SOQL query against the objects you selected, which you can check in the query it ran.

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 leaders and revenue operations teams who report results each month or quarter and need to slice them by rep, segment or source without waiting for a new Salesforce report to be built.

What the report includes

Metrics and dimensions in this report

Metric	Source field	Why it matters
Is won	Opportunity.IsWon	Identifies won deals directly, whatever your stages are called.
Is closed	Opportunity.IsClosed	With IsWon, gives the denominator for win rate.
Amount	Opportunity.Amount	Closed revenue and average deal size come from this field.
Close date	Opportunity.CloseDate	Assigns each result to a month or quarter.
Created date	Opportunity.CreatedDate	With close date, gives the length of the sales cycle.
Owner	Opportunity.Owner.Name	Results by rep, for reviews and comparisons.
Lead source	Opportunity.LeadSource	Shows which channels produce won revenue, not just leads.
Type	Opportunity.Type	Separates new business from renewals and upsells, which shouldn't share one win rate.
Account industry	Opportunity.Account.Industry	Adds a segment view through the related account.

How to build it in Better Analyst from Salesforce

Choose Salesforce under Connectors and pick your sign-in type. For a production org that's usually Production or your My Domain host.
Approve access with Continue with Salesforce. We recommend connecting with an integration user that has read access only.
Select Opportunity, Account and User, up to 40 objects in all, name the connector and save it.
Start a chat with the connector and ask for closed-won revenue, win rate and average deal size by rep for last quarter.
Ask for the same table by lead source, then turn the one you use most into a dashboard.

Questions to ask

“Show closed-won revenue, win rate and average deal size by owner for last quarter.”
“Compare win rate by lead source this year.”
“How has closed-won revenue changed by month for the last 12 months, new business versus renewals?”
“What is the average sales cycle in days for won opportunities, by industry?”
“Which accounts produced the most closed-won revenue this year?”

Sample output

Sample data for illustration, not real account data.

Sample data: sales results by lead source for one quarter (illustrative, not a real org)

Lead source	Closed won	Won	Lost	Win rate	Avg deal	Avg cycle (days)
Partner Referral	$612,000	24	17	59%	$25,500	47
Web	$428,000	31	52	37%	$13,806	33
Outbound	$391,000	12	29	29%	$32,583	84
Trade Show	$104,000	6	18	25%	$17,333	61

Charts to use

Closed-won revenue by month (Stacked column chart): The revenue trend, split between new business and renewals.
Win rate by lead source (Horizontal bar chart): The channels that win most often, sorted from highest to lowest.

Keep it up to date

Keep the result on a dashboard with a scheduled refresh, or send it to Google Sheets or a database with a Data Flow. Large exports run through Bulk API 2.0.

Frequently asked questions

Which Salesforce editions work?

Editions with API access: Enterprise, Unlimited, Performance, Developer, or Professional with API access. The connecting user also needs API Enabled and read access to the objects you want to analyze.

Can it read custom objects and fields?

Yes. Search for custom __c objects when you select objects, up to 40 per org. Only fields the connecting user can see are available.

Can I check how a number was calculated?

Yes. Each answer comes from a SOQL query you can read, so you can see the filters and objects used. If a number needs to match an existing report, pin that report on the connector and ask against it.

Does it work with a sandbox?

Yes. Choose Sandbox or enter your My Domain host when you authorize. That is a good way to test before connecting a production org.