Salesforce Dashboard for Campaign Performance and Client Reporting
Customizable Salesforce Dashboard for Smarter Business Insights
A white-labeled Salesforce dashboard consolidates key CRM metrics, making it easier to monitor sales activity, visualize pipeline stages, and present conversion data. Customize widgets, white label dashboards, and highlight the KPIs that matter most to your clients—all in an intuitive, easy-to-navigate format.
Provide clients with a live, up-to-date view of their campaign and CRM performance while simplifying internal reporting. With automated data retrieval and integration across 80+ platforms, agencies reduce time spent on spreadsheets and focus more on campaign optimization, revenue strategy, and forecasting.
Bryce MacCabe, Director of Digital Marketing Services
Entrata
AgencyAnalyticspresentsasignificantupgradetoourprevioussolution.Thenewreportingismuchmorepowerfulandprovidesdetailedandtailoredinsightstohelpusmakebetterdecisionsinformedbydata.
Custom Salesforce Dashboards as Unique as Your Agency
See The Big Picture
Instantly Access All Your Clients’ Salesforce Data
Streamline data management and access insights from 80+ top marketing integrations. From SEO tools to CRM platforms like Salesforce, access data in one place.
Invest in a unified hub for your clients’ data without the pain of manual data retrieval. Gain a comprehensive view of performance, identify trends, and make important decisions with ease.
Make It Your Own
White Label Your Salesforce Dashboards
Your brand, your identity. With the white label feature, every dashboard and report reflects your unique essence. Add your agency’s logo, colors, and branding for that extra polished finish.
This way, clients see reporting as your work, not insights from a third-party tool. This professionalism strengthens relationships, positioning your agency as a strategic, trusted partner.
Tailor Every Insight
Provide Granular Insights With Custom Metrics
No two clients are alike, and neither are their KPIs. With the custom metric feature, define exactly what success looks like and align dashboards with unique business objectives. Easily blend data points into a single value!
Deliver personalized Salesforce reports and present complex data graphically. Offer a tailored approach that demonstrates your deep understanding of client needs.
Craft the Perfect View
Monitor Client Data Using a Single Dashboard
Need a high-level overview of all client campaigns? Simple: Create an internal account dashboard. Monitor critical KPIs, include sections for each client campaign, or even create a separate dashboard tab for each Account Manager.
Ensure that your agency is on target at all times. Use your team’s dashboard to identify campaign hiccups, monitor trends, and enhance data-tracking efforts.
Invested In Your Success
Customer Support is Our Top Priority
At AgencyAnalytics, your success is our top priority, which is why our dedicated support is available 24/5. Our live chat team responds in under 3 minutes, ready to assist with any questions.
With a satisfaction rate consistently above 95%, our support team ensures you have the support to deliver outstanding results every time. You care about your clients’ success. We care about yours.
Report Smarter. Not Harder.
Streamline Reporting and Focus On What Matters
Salesforce dashboards simplify client reporting and campaign analysis. That way, your agency has more time to invest in high-level activities, like actually delivering client results. Save time each month by creating a custom sales dashboard. Even include metrics from over 80+ data sources! Pull data from platforms like Salesforce, Google Analytics, Facebook Ads, and more.
Give clients a comprehensive view of their sales and marketing performance. Easily replicate Salesforce dashboards and save time in the client onboarding process. Reporting has never been easier!
Sign up for your free trial now!
No credit card required. No setup hassle. Just instant access to automated reporting, custom dashboards, and multi-channel insights.
11 Sections To Include in a Salesforce Dashboard
A well-structured Salesforce dashboard does more than display data: It tells a story. By organizing metrics clearly, you’ll provide clients with a comprehensive view of their sales and marketing performance. Here are the essential sections to include in a Salesforce dashboard for maximum impact.
FAQs About Custom Salesforce Dashboards
Still have questions about how to create and use custom Salesforce Dashboards? Don’t worry, we’ve got you covered.
A Salesforce Dashboard is a reporting tool that visualizes CRM and sales data pulled directly from your client’s Salesforce account. It gives agencies, sales managers, and sales teams a centralized view of performance metrics, lead stages, and pipeline activity—helping them make informed decisions faster.
To build a white label Salesforce Dashboard, connect your client’s Salesforce account to a reporting platform like AgencyAnalytics, choose your layout, and apply your agency’s branding. On select plans, you can create dashboards using branded templates, fully labeled with your logo, domain, and design.
Track metrics such as new opportunities, total pipeline value, closed deals, win rate, and revenue by sales reps. These KPIs help marketing agencies and sales managers evaluate performance and refine strategies that support revenue growth and operational efficiency.
The dashboard aggregates deal stages, close probabilities, and pipeline volume into one view—giving sales managers the clarity needed to forecast revenue accurately. With updated metrics from across the sales team, it simplifies the process of predicting outcomes and planning ahead.
Agencies use Salesforce Dashboards to deliver clear, visual reports on sales performance. Instead of digging through raw data, clients receive focused dashboards that simplify reporting and demonstrate progress toward sales goals—perfect for executives, managers, and stakeholders alike.
Yes. Agencies can customize layouts, choose which metrics to display, and tailor dashboards for different audiences—from sales reps to senior leadership. Whether you're building dashboards for team performance or executive reporting, the platform adapts to your client’s unique needs.
Andy Barker
Media Giant
Wespentawhilelookingforareportingtoolthatcoveredourcompleteneeds.AgencyAnalyticstickstheboxverynicelyforusandourclients.Justlovetheproduct.Everyintegrationweneededwithextras.
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