Reports and Dashboards

Easily track lead volume, conversion rates, and every part of your pipeline for a real-time view of the state of your business.

Get an at-a-glance view of your basic sales metrics for instant action.

  • Build reports without help from IT.

    Our CRM analytics software keeps you updated with customized sales forecasting reports that you can build with ease. Just drag and drop the fields, filters, groupings, and charts that you want, and get an immediate real-time view.

  • Modify charts in your report, on the same screen.

    Tack team performance with dashboards and other sales reporting tools, and quickly make changes to components to get the most important information front and center.

  • Make critical decisions from anywhere.

    Use the customer analytics software within our Salesforce1 Mobile App to help you check on your key business metrics from anywhere. From email and opportunity management to tasks and collaboration, get what you need to close deals faster, on any device.

  • WATCH DEMO

Take an interactive guided tour.

See how companies of all sizes can use Salesforce to drive success on every deal, every day. This interactive tour guides you through the different capabilities of the world’s #1 CRM app today.

GUIDED TOUR

Questions? Our reps have answers. 1-800-667-6389

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