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.

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

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.

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.

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!