Reports and Dashboards

Real-Time Data and Analysis for Business Success

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

Customised and Packaged Reports

More than 50 packaged reports for everything from leads to accounts help you discover the wealth of information contained in your data. Create customised sales activity reports to analyse specific needs for your business.

Reporting and Charting Tools

Create and customise reports on-the-fly and produce custom, highlighted charts with easy-to-use wizards. Customise your sales reporting system to select reporting periods that suit your reporting requirements—from weekly sales reports to an annual sales report for high level executives. Salesforce delivers highly actionable information in an accessible and usable format.

Real-Time Dashboards

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

Customised Dashboards

Set up multiple, customised dashboards so 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.

Analytic Mash-Ups

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

Homepage Snapshot

Personalised dashboards let users select a dashboard snapshot to display on their Salesforce home page so they see their critical metrics the instant they log in.

Win-Loss Analysis

Produce sales performance reports based on roles and identify the key issues that are costing you sales deals. Conduct win-loss analysis to view sales trends and stay on top of current 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. View an accurate overview of activity across the entire pipeline with sales pipeline reports.

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. Analyse data within Salesforce and produce sales analysis reports without the need for third-party applications. Highlight exceptions and out-of-range values to help quickly identify anomalies and spot trends in large amounts of data.

 
 

Learn More

Enhance your SFA analytics and forecasting capabilities with more Salesforce SFA features, including:

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