Salesforce Reporting Dashboard

You and your clients no longer need to be a trained Salesforce admin to understand the data. With the Salesforce integration, use our marketing dashboards and client reports to highlight your clients’ most important KPIs in a way that’s easy to understand. Simply plug in your clients’ Salesforce account to AgencyAnalytics, and watch as their real-time data aggregates into a powerful and intuitive reporting platform.

Easily track detailed Salesforce lead metrics straight from your AgencyAnalytics account. Our intuitive dashboards provide clarity on your clients’ Leads, MQLs, and SQLs and show how your marketing campaigns are driving more leads to your client’s business. Filter your reports on the enhanced Salesforce data to showcase the value your agency is bringing to the table.

Automatically summarize ongoing deals, the opportunity pipeline, win rate, and expected revenue for better forecasting and business decision-making. With this information at your fingertips, you'll make informed campaign decisions that improve the overall marketing performance. Don't miss out on this essential agency tool.

View the number and value of accounts over time, including accounts and revenue by industry, account owner, account location, and more. Use this data to drive more relevant and qualified leads into the pipeline.

Track the performance of ongoing Salesforce campaigns, including the send status, new opportunities, and the projected revenue value associated with each campaign. This information is vital to understand how your agency’s lead nurture and other campaigns are performing so you can make the necessary adjustments.

Our easy-to-use reporting tools make it easy to get the information you need to make informed decisions about your client’s business. Intuitive dashboards visually present your clients’ Salesforce data and highlight what’s most important. Flip these into client reports in seconds, and your clients will love you for simplifying their complex data.

Create white-label reports & dashboards, from Salesforce data, that prominently feature your agency’s logo and brand colors. Go ahead, let your clients think you developed the reports in-house... We won't tell!