We have added a new data template "Sales Performance" for automating Salesforce data reports. Use it to build engaging client reports and send business updates by email.
Add client portal to your website. Invite clients and team members and let them explore your collection data in dashboards and reports built using template "Sales Performance".
Make your Salesforce data public in a shared dashboard. Embed data views into any page of your website. The setup is very easy and does not require IT support.
You decide what data to share or to keep private. Access rights for individual users and clients is under your control.
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.
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.
Create public and private dashboards and reports using template "Sales Performance". Embed data views into any page of your website. The setup is very easy and does not require IT support.
Octoboard will constantly monitor data changes in the "Sales Performance" template. We use ChatGPT and OpenAI to identify Salesforce trends and send regular updates.
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.
Building Real-Time Sales Analytics Dashboards: Sales Performance
In the fast-paced world of sales and marketing, staying ahead of the curve is crucial. Salesforce, a leading CRM platform, offers a wealth of data that can drive strategic decisions. However, making sense of this data and translating it into actionable insights is where many organizations falter. Enter Octoboard, a robust analytics platform that seamlessly integrates with Salesforce, providing an invaluable tool for marketing teams to stay updated with real-time sales progress.
Understanding Salesforce Metrics through Octoboard
Octoboard's integration with Salesforce brings a plethora of metrics to your fingertips, offering a comprehensive view of sales performance. Let’s delve into how these metrics are pivotal for marketing teams:
In today’s multi-channel marketing landscape, integrating PPC (Pay-Per-Click) data from various channels into a single dashboard is vital. Octoboard’s Analytics platform excels in this area by consolidating PPC reporting, covering metrics like impressions, user engagement, locations, and devices. This unified view is critical for:
Octoboard also offers a Google Sheets data export feature, allowing marketing teams to send Salesforce data to Google Sheets for further analysis. This is particularly useful for: