Reports and Dashboards

Dashboards offer a real-time picture of your business at a glance. Dig deeper with detailed reports that anyone can create. And access it all from anywhere.

Get the insights and information you need to make smarter decisions.

  • Creating engaging reports is as easy as drag and drop.

    Reporting used to be hard, but it’s easy with Salesforce. Just drag and drop on the fields, filters, groupings, and charts that you want, and get an immediate real-time view, with instant drill-down to the data you need.

  • Get the exact insight you need with easy-to-create custom dashboards.

    With Salesforce, you can choose any visualization you want for your data. Easily create custom dashboards via the open reporting API, or drop any chart you want onto any page in Salesforce to get the insight you need.

  • Make critical decisions while you’re on the go.

    Use the Salesforce1 Mobile App to check on your key business metrics and drill down to the details. Collaborate with teammates and others through a social feed designed for getting business done or email to drive updates and key business decisions.

Take an interactive guided tour.

Learn how a sales manager and sales rep use Salesforce to manage their day. This interactive tour guides you through the different capabilities of Salesforce. Experience the world’s #1 CRM app today.


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

Chat with a live agent. We are here to help.
Contact now >
Or call us at 1-800-667-6389.
Live Chat