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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
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
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.
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.
You can also create custom Salesforce reports or modify any of the existing templates.
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.
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.
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.
FINANCE REPORTING TOOL / SALESFORCE
SALESFORCE REPORTING
Pipeline, leads, deals, sales rep ranking and sales performance metrics from Salesforce.
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:
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.
- 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.
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.
Automated data reports enabled by Octoboard software
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.
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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.
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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.
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.
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LATEST CLOSED DEALS
Last won opportunities (latest at the top).
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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.
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REVENUE
Company revenue over time.
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REVENUE VS PIPELINE
Company revenue and pipeline size tracked over time.
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REVENUE BY SOURCE
Company revenue by source.
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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
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