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Best automated Salesforce reports for marketing teams

Build automated marketing 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.

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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 is an American cloud computing company. We connect to it's Sales CRM system and provide insights into sales process, current status and company performance measured in revenue figures.

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:
13-Sept-23
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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.

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.
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LEADS BY SOURCE

Number of leads by source
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LEADS BY STATUS

Number of leads by stage
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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.
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LEAD OWNERS

Leads owners ranked by number of leads.
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LEAD SOURCES

Lead sources ranked by number of leads.
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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.
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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).
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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.
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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.
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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.
USE THIS METRIC

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
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NEW SALES

New sales for selected time period
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RENEWALS

Renewals in the selected period
USE THIS METRIC
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