See your pipeline and performance at a glance
Turn your Salesforce data into clear, trusted reports and dashboards. We design reporting for every level — from rep activity to board pipeline — including CRM Analytics, so decisions are based on numbers everyone believes.
Reporting for every level of the business
From rep activity to executive pipeline, all from your Salesforce data.
Reporting People Actually Use
We design Salesforce reports and dashboards around the decisions your teams make — clear, accurate and role-based — so everyone from reps to the board sees the numbers that matter.
- Dashboards
- Pipeline
- KPIs
- CRM Analytics
Role-Based Dashboards
Dashboards tailored to reps, managers and executives.
Pipeline & Forecast
Clear pipeline, forecast and win-rate reporting.
Service Metrics
Case volumes, SLAs and customer satisfaction at a glance.
CRM Analytics
Deeper, interactive analytics with CRM Analytics.
Report Clean-Up
Tidy a cluttered reports folder into a clear set that works.
What we report on
Reporting across sales, service and marketing performance.
Standard reports vs CRM Analytics
Most needs are met by standard reporting; some call for CRM Analytics. We help you choose.
We start with standard reporting and add CRM Analytics only where it genuinely adds value.
From questions to clear dashboards
We start with the decisions you need to make, then build the reporting to support them.
Define
Agree the questions and KPIs that matter to each team.
Model
Make sure the data and fields support clean reporting.
Build
Create reports and dashboards by role.
Validate
Check numbers against your source of truth.
Roll Out
Share dashboards and train people to use them.
Reporting your team will trust
Clear, validated dashboards and the documentation behind them.
What you gain
Decisions based on numbers everyone believes, available the moment you need them.
One Source of Truth
Everyone sees the same, trusted numbers.
Decisions in Minutes
Answers at a glance, no spreadsheet wrangling.
Pipeline You Can Trust
Clear, current pipeline and forecast.
The Right Metrics
Dashboards focused on what actually drives results.
Choose your reporting project
From a quick dashboard pack to ongoing analytics support.
Dashboard Pack
A set of role-based dashboards built fast.
- Role dashboards
- Key KPIs
- Quick delivery
Reporting Project
A full reporting design across sales and service.
- KPI design
- Validated reports
- Training
CRM Analytics
Interactive analytics on larger data sets.
- CRM Analytics app
- Drill-down
- Deeper insight
Reporting Support
On-call help to evolve your dashboards.
- Flexible hours
- New reports
- Tuning
Struggling to get clear answers from Salesforce?
Let us build reports and dashboards your whole team will trust and use.
Build My DashboardsSalesforce reports & dashboards — common questions
Yes. We design role-based dashboards for reps, managers and executives, each focused on what they need.
Not always. We start with standard Salesforce reporting and add CRM Analytics only when it genuinely adds value.
Yes. We tidy cluttered reports into a clean, organised set that people actually use.
We validate every report against your source of truth before rollout, and flag any data issues to fix.
Yes. We hand over with training so your team can use and extend the dashboards confidently.