Reporting and Analytics
To make sure you’re able to gain business intelligence from your data, we work with you to create real-time marketing, sales, and support performance reports and dashboards. Our approach focuses first on structuring your data analysis model, then translating that model into appropriately defined reports and dashboards to give you the visibility you need to effectively manage your organization’s performance. We can also make recommendations on the best business intelligence tools for more complex queries the native Salesforce reporting module cannot achieve.
Common reporting requests include:
- Sales Pipeline Reporting
- Sales Forecasting
- Win:Lost Ratio
- Reason for Loss
- Net Retention & Gross Retention
- Opportunity History Tracking
- Activity Tracking (Calls, Emails, Meetings)
- Campaign Attribution
Are you ready to accelerate your results?
We help businesses just like yours leverage their Salesforce accounts to empower their team to be more efficient, more productive and more profitable.