Reports and Dashboards

Keep Tabs on the Health of Your Business

With customizable reports and dashboards, sales managers and executives have instant access to the real-time data and analysis they need to run the business. Easy-to-use sales analytics tools help managers analyze sales pipelines, perform win-loss analyses, and more. Dashboards pull it all together, providing instant access to a consolidated, real-time view of sales data.

Customized and Packaged Reports

Over fifty packaged reports for everything from leads to accounts help you discover the wealth of information contained in your data. Create your own customized reports to analyze specific needs for your business.

Reporting and Charting Tools

Create and customize reports on the fly and produce custom, highlighted charts with easy-to-use wizards.

 

Real-Time Dashboards

Get an at-a-glance overview of the current status of your business, with benchmarks and critical metrics from sales, marketing, service, and more. One-click data refreshment ensures you’re always working with the most up-to-date information.

Customized Dashboards

Set up multiple, customized dashboards so that everyone gets exactly the information needed depending on their roles and responsibilities. Easily and securely distribute dashboards when you need to share data, and highlight critical information and exceptions for quick identification. Set a schedule to automatically email up-to-the-minute dashboards to individuals or groups.

Analytic Mash-Ups

Integrate dashboards with third-party analytics for a consolidated view of Salesforce data and data from virtually any other system in the enterprise.

Homepage Snapshot

Allow users to select their own dashboard snapshot to display on their Salesforce home page, so they see their critical metrics the instant they log in.

Win-Loss Analysis

Identify the key issues that are costing you sales deals, and stay on top of past and emerging competitive trends.

Pipeline Analysis

Easily perform segmented, historical, and rolled-up pipeline analysis for insight to help shape your business and drive it forward.

Custom Report Formulas and Highlighting

Create mathematical formulas to aggregate and perform calculations on raw data within Salesforce and avoid exporting to spreadsheets for detailed calculations. Highlight exceptions and out-of-range values to assist in quick identification of anomalies and spotting of trends in large amounts of data.