IntegrationsSalesforce

Salesforce Reporting Tool

Bring sales and marketing data together with the Salesforce reporting tool. Get up-to-date insights into client pipelines, lead quality, and revenue potential. Help your clients see clear results that drive growth.

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Bring Salesforce data into focus

Transform complex metrics into clear, client-friendly reports that reveal what's working and where to improve.

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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

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 the Marketing Report Template

Salesforce Data in a Simplified Dashboard

Explore the Marketing Report Template

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

Track Salesforce Opportunities and Revenue In Real-Time

Salesforce Campaign Performance Report Example

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.

Joshua George, Founder

ClickSlice

Winningbacktimeallowstheteamtofocuslessondoingadmintasks,andfocusonclientcampaigns.Savingthistimehasbeenmassiveforus,asnooneiswastingallthosehoursonreportinganymore.

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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!

Add Your Agency's Branding

Discover the white label reporting tool trusted by 7,000+ marketing agencies.

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Transform CRM data into clean, visual dashboards your clients understand at a glance. Combine Salesforce insights with 80 other platforms to showcase lead trends, campaign results, and sales performance—without complex BI tools.

Client-ready insights, built for the way agencies work.

Visualize Client Success

Examples of marketing data visualizations

Garrett Kite, President

Kite Media

OurclientreportingprocessismuchmorestreamlinedsinceusingAgencyAnalytics.Ithasallowedustoreinvestinhands-onclientworkandproactivecommunicationratherthancompilingdatatosendinanemail.

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FAQs About Salesforce Reporting for Marketing Agencies

Need clearer insights into sales pipelines without extra overhead? These answers show how to surface the right Salesforce metrics, automate delivery, white label reports, and manage data across multiple clients efficiently.

In a Salesforce report, agencies should track metrics that tie directly to pipeline and revenue. These include Leads, MQLs, SQLs, Opportunities, Win Rate, Amount Won, and Expected Revenue. Campaign performance and account-level metrics also help agencies connect marketing efforts to sales outcomes. These core metrics are built into the customizable Salesforce dashboard to give your clients clarity on what’s driving growth.

Yes, AgencyAnalytics automates Salesforce reporting with scheduled report delivery, customizable dashboard templates, and up-to-date data syncs. Agencies use a Salesforce reporting tool to eliminate manual reporting, reduce errors, and give clients instant access to sales pipeline data. This automation saves time and creates a repeatable process that scales.

Agencies white label Salesforce reports by adding their own logo, colors, and branding to both dashboards and reports. With fully customizable layouts and client-specific access controls, you maintain a consistent brand experience across all touchpoints. Whether you’re emailing report links, presenting them during a meeting, or sending them as PDFs, every interaction reinforces your agency’s identity.

To create a custom Salesforce report in AgencyAnalytics, choose the Salesforce report template or build from scratch using drag-and-drop widgets. Add visualizations for sales metrics like MQLs, Opportunities, and Win Rate, and tailor the layout for each client’s priorities. Reports can include annotations, goals, and comments to add strategic context.

Agencies report on Salesforce metrics across multiple clients using multi-dashboard views, client-specific filters, and scheduled reporting. With a dedicated workspace for each client, teams track key pipeline metrics—Leads, SQLs, Opportunities—while maintaining data separation. It’s a centralized Salesforce reporting tool that scales with your agency.

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