Salesforce Reporting Tool
Bring Salesforce data into focus
Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.
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
Marketing 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 that combines data from over 80 included data connectors.
Explore All The Available Salesforce Lead, Opportunity, & Account Metrics
- 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.
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.
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.
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.
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.
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!
Discover the White Label Reporting Tool Trusted by 7,000+ Marketing Agencies
Garrett Kite, President
Kite Media
More integrations
Everything your agency needs
Automated Reports
White Label Dashboard
Client & Staff Access
Connect Your Data
AI Powered
Goal & Budget Tracking
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