Salesforce Report Template for Fast, Professional Client Reports
Customizable Salesforce Report Templates That Connect Sales and Marketing Results
Bring sales and marketing data together with a fully customizable Salesforce report template. Highlight key metrics like pipeline value, lead conversions, and campaign impact—all in a professional, client-ready format.
Automate data collection to reduce manual work and deliver consistent, clear updates that help clients make smarter decisions. Strengthen client relationships by showing exactly how your agency supports both marketing and revenue growth.
Custom Salesforce Reports as Unique as Your Agency
Reclaim Your Billable Hours
Create Sales Reports Reports in Minutes–Not Hours
Free your agency from tedious manual reporting tasks. Automating data retrieval and streamlining report generation saves valuable time and ensures accurate data analysis, helping you drive successful outcomes for your clients.
Effortless Salesforce Reporting
Create Custom Salesforce Reports That Clients Will Love
Tired of navigating each reports tab, configuring complex joined reports, or being restricted by standard Salesforce report types?
Take advantage of a streamlined alternative. With a professional reporting platform at your disposal, your agency easily creates custom reports that capture the essence of your client’s marketing and sales campaigns without the usual hassle.
Connect More, Manage Less
Centralized Data from 80+ Marketing Platforms
Access countless metrics from over 80 platforms in one central location, simplifying data management and streamlining report generation. Deliver comprehensive insights and optimize strategies faster. Gain a competitive edge and boost client engagement by delivering impactful, data-driven results.
Own Your Client Experience
Easily Create White Label Sales Reports
White label client reporting puts your agency's brand front and center. Customize reports with your logo, colors, and style to reinforce your agency’s brand identity with every client interaction.Â
This personalized approach elevates your agency, leaving a lasting impression on every client.
Set Custom Goals and Annotations
Track Success, Showcase Impact
Track progress like a pro. Set custom goals and add expert commentary to showcase campaign successes and achievements to clients.Â
This elevates reporting beyond data, transforming it into a powerful tool that validates your strategies and reinforces your team's effectiveness.
Streamlined Report Scheduling
Schedule Reports to Send Automatically
Never miss a beat, or a deadline. Automate report delivery or grant clients custom user permissions to access to live dashboards 24/7, boosting transparency and client satisfaction.Â
This streamlined approach saves time while keeping clients informed and engaged with consistent campaign updates.
Report Smarter. Not Harder.
All-In-One Marketing and Sales Reporting
Automatically sync the most vital sales and marketing data from Salesforce with key metrics from over 80 other platforms. These built-in integrations provide a holistic view of your clients' sales and marketing performance.Â
Customize and replicate report templates and dashboards to expedite client onboarding, enhancing efficiency and client satisfaction by delivering comprehensive insights faster.
11 Key Sections Included in the Salesforce Report Template
FAQs About Automated Salesforce Report Templates
Still have questions about how to create and use automated Salesforce Report Templates? Don’t worry, we’ve got you covered.
A Salesforce report template helps agencies turn CRM data from a client’s Salesforce account into a client-friendly report. It organizes relevant data such as leads, opportunities, and revenue to give marketing and sales teams a clear view of pipeline progress and sales cycle performance.
Key metrics include lead status, opportunity stages, closed deals, and revenue generated. Including other relevant data like sales cycle length and customer acquisition metrics helps agencies provide a complete view of performance using either a standard report or a custom report type.
By organizing CRM data into clear insights, agencies help clients improve sales strategies and shorten the sales cycle. Comparing performance over time enables marketing and sales teams to adjust tactics, prioritize leads, and close more deals with data-driven decisions.
Yes. With AgencyAnalytics, the Salesforce report template connects directly to the Salesforce integration, pulling live data from the client’s Salesforce account into scheduled reports. This saves time compared to building manual reports in Excel, Google Data Studio, Google Sheets or other tools, keeping clients updated with consistent, accurate insights.
A Salesforce report template helps agencies simplify the reporting process while providing clients with the relevant data they need to evaluate sales performance. It eliminates the need for manual work by turning CRM data into actionable insights that help teams optimize their sales cycle and improve results.
Yes. Agencies fully customize Salesforce reports in AgencyAnalytics using the drag-and-drop report builder and white label branding. With custom marketing dashboards and automated client reporting, agencies build reports that highlight standard reports, custom report types, and performance insights—delivering the most relevant data for each client’s sales and marketing teams.
Tracking social media campaigns is easy with the social media analytics report template. SEO progress is highlighted in the SEO monthly report template, while ad performance is captured using the PPC campaign report template. The digital marketing monthly report combines results from multiple channels, and the website analytics report template focuses on website analytics.
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