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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.

Salesforce Reporting Dashboard

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

SAY GOODBYE TO COMPLEX DATA

Salesforce Data, Simplified

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.

Salesforce Data in a Simplified Dashboard
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

    Advanced Salesforce Lead Analytics

    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.

    Salesforce LEADS, MQLs, & SQLs Reports

    WIN RATE, AMOUNT WON, EXPECTED REVENUE

    Track Opportunities and Revenue In Real-Time

    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.

    Track Salesforce Opportunities and Revenue In Real-Time

    ACCOUNTS, REVENUE, INDUSTRY, & LOCATION

    Dig Into Accounts To Gain More Insights

    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.

    Salesforce Accounts Data Example

    CONTACTS, CAMPAIGNS, AND AMOUNT WON

    Monitor Salesforce Campaign Performance

    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.

    Salesforce Campaign Performance Report Example

    SIMPLE DATA PRESENTATION THAT’S EASY TO UNDERSTAND

    Advanced, Intuitive Dashboard Layouts

    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.

    Adding Salesforce to Your Marketing Dashboard

    YOUR LOGO, YOUR BRAND COLORS

    Stunning Salesforce Reports Featuring Your Branding

    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!

    Salesforce White Label Options

    Connect the Salesforce integration in seconds to streamline your client reporting.

    Get Started for Free

    Try AgencyAnalytics risk-free for 14 days. No credit card required.
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