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Build SalesForce reports and dashboards for your sales teams using Octoboard analytics platform.

Build automated Sales reports for your analytics teams and clients using SalesForce data.

Automate Salesforce reports and dashboards
Connect Salesforce data and create automated reports and dashboards
Automated marketing reports
Business features include
 
Automated Salesforce reporting
Automated reporting
Keyword rank tracker
Send data to Google Sheets
B2B lead generation
White label client portal
Send data to BigQuery
ChatGPT data insights
 
Automated marketing reports

Automate Salesforce reports and dashboards

Connect Salesforce data and create automated reports and dashboards

Multi-channel templates for Salesforce

We created over 300 professional reports for you to use. Modify Salesforce data reports or create new reports from scratch.

Automated marketing reports
 
Seo client reporting templates for agencies

Build Salesforce reports quickly — Use our templates

No need to study all Salesforce metrics or build reports from scratch. We have created over 350 templates for your dashboards and reports for you to choose from.
You can also create custom Salesforce reports or modify any of the existing templates.

Seo client reporting templates for agencies
 
Octoboard business cloud data dashboards for churn reduction

Showcase your Salesforce data

Show how hard you work for your clients. Create Salesforce graphs and metrics that demonstrate positive historical changes and results.

Compare historical Salesforce KPI changes and prove ROI to any business with regular and automated reporting.

Octoboard business cloud data dashboards for churn reduction
 
White label client portal

Enable white label client portal

Create and host white label client portal on your website using Salesforce data. Use our library of templates, place your logo and send automated reports in seconds.

Share data view links

Create public and private Salesforce dashboards and reports. Embed data views into any page of your website. Setup is very easy and does not require IT support.

White label client portal
 
Automated cloud data insights

Use OpenAI and ChatGPT to indentify Salesforce data trends

Octoboard will constantly monitor Salesforce data changes for you. We use ChatGPT and OpenAI to identify Salesforce trends and send regular updates.

Connect once and enable our AI engine

We employ our own machine learning algorithms to automatically discover Salesforce trends that you may miss. Connect to your Salesforce data and receive insights in your Email box.

Automated cloud data insights
FINANCE REPORTING TOOL / SALESFORCE

SALESFORCE REPORTING

Pipeline, leads, deals, sales rep ranking and sales performance metrics from Salesforce.

Octoboard data dashboard: Salesforce application dashboard

SalesForce Integration: Building Automated SalesForce Sales Reports Using Octoboard

Introduction to SalesForce Data Metrics and Their Importance for Marketing Teams

In the world of marketing, having data at your fingertips is crucial. Salesforce, a powerful customer relationship management tool, offers an array of data metrics that can provide invaluable insights into your sales processes. Metrics such as Salesforce Deals by Source, Deals by Stage, Top Open Deals, Last Won Deals, Opportunity Owners, Best Sales Reps, Revenue, Leads by Source, Leads by Status, Account Owners, and Total Pipeline are pivotal for marketing teams to showcase their work and impact.

Each of these metrics plays a unique role in painting a comprehensive picture of the sales landscape. For instance, understanding Deals by Source can help in identifying the most effective lead generation strategies, while knowing the Best Sales Reps can aid in benchmarking and setting performance standards. Tracking the Salesforce Total Pipeline, on the other hand, is essential for forecasting and resource allocation.

Create cross-channel PPC reports. Monitor your ad spend across all platforms with Octoboard.



The Role of Octoboard in Streamlining Sales Reporting

Automating the process of generating these reports can save marketing teams hundreds of hours of manual work. This is where Octoboard comes into play. Octoboard's analytics platform, leveraging Salesforce's cloud data API, automates the generation of sales reports. This automation means that reports can be dispatched monthly or weekly to teams or management, providing regular and timely insights into paid advertising efforts and sales performance.

Automated reporting not only saves time but also ensures consistency and accuracy in the data presented. It eliminates the risk of human error and allows marketing teams to focus on strategic decision-making rather than getting bogged down in data compilation.

Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.



Consolidating Sales Reporting Across Multiple Channels

In today's digital marketing landscape, advertising campaigns are often spread across multiple channels. This diversity can make it challenging to track and compare performance metrics like impressions, user engagement, locations, and devices. Octoboard's Analytics platform addresses this challenge by aggregating all sales reporting in one place.

Consolidating these metrics is crucial for several reasons:

  • It provides a holistic view of marketing efforts across various channels.
  • It facilitates easier comparison and analysis of performance across different platforms.
  • It helps in identifying synergies and areas of improvement in the overall marketing strategy.


Monitor your ad spend budget, save costs and increase your paid advertising ROI with Octoboard.



Advanced PPC Analytics for Enhanced Data Manipulation

For marketing agencies, the ability to create custom metrics and dimensions is vital. Octoboard's advanced PPC Analytics module elevates data analysis by allowing teams to build new metrics, apply advanced formulas, and generate reports across different PPC channels, locations, and currencies. This flexibility is essential in a global market where understanding and adapting to regional differences can be the key to a campaign's success. Learn more about this feature here.

Automated Data Detection of Trends with Octoboard's OpenAI Integration

Staying ahead of marketing trends is a constant challenge. Octoboard addresses this by monitoring data trends and generating insights using Salesforce data, coupled with the power of OpenAI. This feature is crucial for several reasons:

  • It helps in the early detection of emerging trends, allowing marketing teams to adapt their strategies proactively.
  • It provides an unbiased analysis of data trends, free from human preconceptions or oversights.
  • It ensures that marketing efforts are always aligned with the latest market dynamics.


Discover more about Octoboard's automated data insights generated through ChatGPT/OpenAI integration here.

Enhancing Data Accessibility with Google Sheets Data Export

In an era where data needs to be accessible and easily shareable, Octoboard’s Google Sheets data export feature comes as a blessing. This add-on enables Salesforce teams to export data directly to Google Sheets, making it easier to view, share, and collaborate on data insights. The benefits are manifold:

  • It enhances the accessibility of data across different team members and departments.
  • It allows for more flexible data manipulation and custom reporting.
  • It facilitates easier integration with other data sources and tools.


Learn more about this feature and how it can enhance your Salesforce data handling here.

Create cross-channel PPC reports. Monitor your ad spend across all platforms with Octoboard.



The Overall Impact of Automating Salesforce Sales Reports

In sum, the integration of Salesforce with Octoboard’s analytics platform revolutionizes how marketing teams manage and report their data. By automating the report generation process, teams can focus more on strategy and less on manual data compilation. The consolidation of data across multiple channels into a single platform offers a comprehensive view of all marketing efforts, enabling more informed decision-making. Advanced features like PPC Analytics and OpenAI integration further empower teams to stay ahead of the curve, adapting swiftly to market changes and trends. Lastly, the Google Sheets export feature ensures that this valuable data is easily accessible and usable, further streamlining the marketing process.

In a world where data is king, the ability to quickly, accurately, and efficiently gather and analyze data is not just a convenience—it's a competitive edge. Octoboard’s integration with Salesforce is a step forward in harnessing the power of data to drive smarter, more effective marketing strategies.

Tips
For Salesforce, we recommend grouping metrics into the following general areas:

  • High-level sales performance
  • Revenue and Pipeline
  • Deals, Leads, Contacts and Accounts
  • Sales reps performance


SalesForce require certain app level in order to allow access to the API.

To use the API, your organization must be on one of the following 4 editions (the API is enabled by default): Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition.

Editions with no API Access are: Contact Edition, Group Edition, Professional Edition, Spark Edition

API Notes (source: salesforce.com):

Beginning with the Winter '15 Release, API cannot be activated for Contact Manager or Group Editions, even for migration purposes. Please contact your Account Executive if you would like to upgrade your edition to Enterprise or higher.

For Professional Edition organizations, all requests for API access must be purchased and can be processed contacting your Account Executive.

If you need the API enabled for a Data Migration to a Professional Edition organization, you will need to contact your Account Executive and request that API be provisioned as courtesy. These requests should be for Data Migrations only and will be up to you and your Account Executive to determine the time frame of the API enabled.


Notes
Make sure API is enabled in your Salesforce account. Contact your administrator to enable it. To use the API, your organization must be on one of the following 4 editions: Enterprise Edition, Unlimited Edition, Developer Edition, Performance Edition

Note to SalesForce Admin: Set Salesforce session timeout to 2 hours. Visit Salesforce Setup page by entering Session Settings in the Quick Find box, then selecting Session Settings.
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Last reviewed:
2-Apr-24
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Automated data reports enabled by Octoboard software

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OCTOBOARD dashboards, templates and reports gallery: Salesforce key metrics for startup dashboard

KEY SALESFORCE METRICS

Deals, leads, revenue, pipeline and top sellers.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals leads analytics

SALESFORCE DEALS AND LEADS

Deal and leads metrics, top deal stats.
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OCTOBOARD dashboards, templates and reports gallery: Salesforce sales performance

SALES PERFORMANCE

Open deals, revenue, pipeline and sellers performance
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OCTOBOARD dashboards, templates and reports gallery: Salesforce deals sellers raking

DEALS AND SELLERS RANKINGS

Revenue, pipeline, top deals and sellers ranking.
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OCTOBOARD dashboards, templates and reports gallery: Livechat online support dashboard for startups

SALESFORCE SALES (REPORT)

Revenue, pipeline, top deals and sellers ranking in a report.

Salesforce metrics

OVERVIEW

Key sales performance metrics tracked over time (leads, contacts, accounts, open opportunities, tasks).
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OPEN DEALS BY SOURCE

Number of open opportunities by source.
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DEALS BY STAGE

Number of opportunities by stage.
USE THIS METRIC

LEADS BY SOURCE

Number of leads by source
USE THIS METRIC

LEADS BY STATUS

Number of leads by stage
USE THIS METRIC

LEADS

Number of leads over time.
Description
Leads - As a general guideline, use Leads to store and track "untouched" people and/or companies. A good example of how Leads are typically used is to capture the interest of a prospect, like someone who comes to your website for information or someone that you met at a trade show. In this scenario an individual may appear in the system as multiple leads if that individual requested information from your website and spoke with someone at a tradeshow.
USE THIS METRIC

LEADS CONVERTED

Number of converted leads over time.
USE THIS METRIC

LEAD OWNERS

Leads owners ranked by number of leads.
USE THIS METRIC

LEAD SOURCES

Lead sources ranked by number of leads.
USE THIS METRIC

CONTACTS

Total number of contacts.
Description
Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
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CONTACT OWNERS

Contact owners ranked by number of contacts.
USE THIS METRIC

ACCOUNTS

Total number of accounts in the system.
Description
An account is an organization, company, or consumer that you want to track—for example, a customer, partner, or competitor.

Accounts and Contacts are active, working or closed relationships. As a general rule Accounts represent the company and Contacts represent the employee/person from that company.
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ACCOUNT OWNERS

Account owners ranked by number of accounts.
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REGIONS

Accounts by region.
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OPEN DEALS

Total number of open opportunities in the system.
USE THIS METRIC

PIPELINE VALUE

Total open opportunities size.
Description
Size of your pipeline - calculated amount of open opportunities (in monetary terms) that have a close date within the quarter.
Tips
You can display current value of your pipeline (number) or trend it over time (graph, bar, line or area graph).
USE THIS METRIC

DEALS WON AND LOST

Won and lost opportunities tracked over time.
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DEALS WON

Total number of won opportunities with delta.
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DEALS LOST

Total number of lost opportunities with delta.
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TOP OPEN DEALS

Top open opportunities ranked by size.
USE THIS METRIC

TOP CLOSED DEALS

Top won opportunities ranked by size.
USE THIS METRIC

LATEST CLOSED DEALS

Last won opportunities (latest at the top).
USE THIS METRIC

TOP DEAL OWNERS

Open opportunity owners ranked by number of deals.
USE THIS METRIC

BEST SALES REPS

Top sales representatives ranked by value of won deals.
USE THIS METRIC

REVENUE

Company revenue over time.
USE THIS METRIC

REVENUE VS PIPELINE

Company revenue and pipeline size tracked over time.
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REVENUE BY SOURCE

Company revenue by source.
USE THIS METRIC

SALES BY LEAD SOURCE

Sales broken down by lead source
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CUMULATIVE SALES

Cumulative sales for selected time period
USE THIS METRIC

NEW SALES

New sales for selected time period
USE THIS METRIC

RENEWALS

Renewals in the selected period
USE THIS METRIC
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