Salesforce Reporting Dashboard
Create a complete picture of your client’s revenue pipeline by consolidating their Salesforce data into AgencyAnalytics’ powerful marketing dashboard & reporting platform.
Simplified Reporting
Turn complicated Salesforce data into easy-to-understand dashboards & reports
Track MQLs & SQLs
Easily monitor lead volume, including where they are in the sales pipeline
Highlight Revenue
Showcase the closed-won revenue and opportunity value in the lead pipeline
Monitor Campaigns
See how Salesforce marketing campaigns are qualifying and closing more leads
Metrics Explorer
Explore All The Available Salesforce Lead, Opportunity, & Account Metrics
See all the Salesforce metrics you can quickly & easily add to your client reports and marketing dashboards. Stop guessing about what’s working and start using the Salesforce Reporting Dashboard to get real insights into your client’s sales pipeline.
- Actual Cost
- Amount
- Amount All Opportunities
- Amount Lost
- Amount Won
- Amount Won Opportunities
- Budgeted Cost
- Campaigns
- Client Accounts
- Closed
- Contacts
- Conversion Rate
- Converted Leads
- Converted Revenue
- Date
- Expected Revenue
- Leads
- Lost
- Mqls
- New Customers
- Num Sent
- Opportunities
- Responses
- Sqls
- Win Rate
- Won
- Won Opportunities
LEADS, MQLs, & SQLs
LEADS, MQLs, & SQLs
Advanced Salesforce Lead Analytics
WIN RATE, AMOUNT WON, EXPECTED REVENUE
WIN RATE, AMOUNT WON, EXPECTED REVENUE
Track Opportunities and Revenue In Real-Time
ACCOUNTS, REVENUE, INDUSTRY, & LOCATION
ACCOUNTS, REVENUE, INDUSTRY, & LOCATION
Dig Into Accounts To Gain More Insights
CONTACTS, CAMPAIGNS, AND AMOUNT WON
CONTACTS, CAMPAIGNS, AND AMOUNT WON
Monitor Salesforce Campaign Performance
SIMPLE DATA PRESENTATION THAT’S EASY TO UNDERSTAND
SIMPLE DATA PRESENTATION THAT’S EASY TO UNDERSTAND
Advanced, Intuitive Dashboard Layouts
YOUR LOGO, YOUR BRAND COLORS
YOUR LOGO, YOUR BRAND COLORS
Stunning Salesforce Reports Featuring Your Branding
Connect the Salesforce integration in seconds to streamline your client reporting.