Salesforce reports and dashboards
Build clear dashboards and custom reports to make better decisions, faster.
- Dashboards
- Reports
- All Favorites
- Shared with me
- Recycle Bin
- Custom reportsMetrics that fit your business
- A business viewClear analysis you can act on
- Faster decisionsA reliable, up-to-date view of your data
Reports and dashboards that turn your data into action
We design clear, relevant analysis built around your business challenges.
Custom reports
Reports built on your objects, your metrics and your business rules.
Shared dashboards
Visual, concise views to share with your teams and management.
Filters and groupings
Precise analysis with filters, groupings and calculations (sums, averages, rates, etc.).
Better management
Clearer visibility on performance and priorities to align your actions.
Management lacks visibility on opportunities
We set up reports and a dashboard to give a clear, reliable view of your pipeline.
- The problemNo consolidated view of the pipeline, amounts or opportunities at risk.
- The solutionTargeted reports and a management dashboard (pipeline, forecasts, overdue opportunities, sales activity).
- The resultA clear view of the pipeline, risks identified and faster sales decisions.
Before
Opportunities view
| Opportunity | Amount |
|---|---|
| Project Alpha | €50,000 |
| Project Beta | €120,000 |
| Project Gamma | €75,000 |
After
Sales dashboard
How is it set up?
Simple, structured support, from your need to everyday use.
- 1
Gathering the need
We discuss your goals, your key metrics and your business questions.
- 2
Report design
We configure the reports and dashboards suited to your context.
- 3
Approval
We present the analysis, adjust if needed and approve the final views together.
- 4
Delivery
Go-live, sharing with the right teams and a handover so you can use them on your own.
Examples of common reports and dashboards
Concrete use cases to manage your business day to day.
Sales pipeline
Track the volume, amount and stage of your opportunities to anticipate sales.
Inactive opportunities
Spot opportunities with no recent activity to follow up at the right time.
Sales activity
Analyse your teams' calls, meetings and actions over a given period.
Tracking by team
Compare your teams' performance (pipeline, amounts, conversion rate, etc.).
Frequently asked questions
Answers to the most common questions about reports and dashboards.
A report lists or groups records based on filters. A dashboard brings together several charts, each fed by a report, so you can follow your metrics at a glance.
Yes. We start from the decision to make and your metrics, check that the data exists, then build and test the reports against an example you know.
Yes, through folders and their sharing settings. On top of that, each viewer only sees the data they have access to.
Yes, with summary formulas and bucket fields directly in the reports, with no export to Excel.
Yes, as one-off work by the hour or within a monthly plan, when your metrics or your organisation change.
Put your data to work for your decisions
Clear reports, visual dashboards and management aligned with your business goals.