Salesforce Reporting and Dashboards

Is your sales team using Salesforce to connect with potential clients and you are looking for a tool to leverage customer data? Whatagraph lets you manage sales reps and your customer relationship by optimizing your sales processes with our Salesforce reporting and dashboards.

    Salesforce dashboard
    Join marketing agencies and teams worldwide who use Whatagraph to work with marketing data!
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    Most comprehensive Salesforce dashboard and reports made with Whatagraph

    Display all your Salesforce key metrics and KPIs with data visualization

    Increase the number of demos booked and improve your sales performance by showcasing real-time data with our sales dashboard. View Salesforce data by utilizing dashboard components like bar charts, or implementing any other chart types. Instantly provide accurate and engaging reports to your sales managers about the progress of your sales pipeline and sales reps. 

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    Whatagraph aggregates Salesforce report data.

    Use our report or dashboard builder to get more out of your CRM

    Connect the data sources you need and take advantage of Whatagraph's greatest functionalities. Improve your customer relationships by learning about their patterns and trends. Take use of our automated feature to receive timely information in your mailbox. Create Salesforce pipeline reports and dashboards based on required date fields and have your customer's analysis ready in no time.

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    Whatagraph aggregates Salesforce report data.

    Fill up your sales pipeline with a sales funnel dashboard

    Leverage historical data, cross-platform reporting, and dynamic dashboards to access client data and better predict your sales numbers. Create a new dashboard and learn about your lead sources, won opportunities, response rate and more. Salesforce, a marketing cloud, provides huge volumes of data that Whatagraph can easily aggregate for any marketer or salesperson.

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    Whatagraph aggregates Salesforce report data.

    All reporting features your agency needs

    45+ data sources

    Create a true cross-channel digital marketing dashboard in Whatagraph. Over 45 integrations for your cross-channel marketing campaigns.

    Cross-channel reports

    Combining cross-channel data is intuitive and takes a few clicks. Create a single client report for all channels instead of one report for each.

    Full report automation

    Schedule your reports at desired intervals or share a live link to a report so your clients can check for updates at any moment.

    White-label reports

    Customize colors and logos in each report to align it with your agency’s or clients’ branding and style.


    All your questions answered. And if you can’t find it here, chat to our friendly team.

    What are Salesforce reports and dashboards?

    Salesforce reports and dashboards are documents that monitor and track sales funnel and sales process data. These docs usually include metrics like won and all opportunities, number of leads and more 


    The biggest difference between the two is the fact that dashboards only pull real-time data and reports manage historical and real-time data.

    How do I create a Salesforce template?

    It's so simple! It'll only take you three steps.

    1. When you've finished building a report that you like, click 'Done editing.'
    2. Choose the 'Save as template' icon.
    3. When you generate your next report, look for your new template under 'Team templates’.

    You’re all set!

    What are Salesforce marketing dashboards used for?

    Salesforce dashboards allow your marketing team to design appealing marketing campaigns and your sales team to better analyze data, gain new insights, and sell smarter. 

    Salesforce campaign dashboards are one of the most important resources on the platform because of their user-friendly design and adaptability. Individuals can benefit from these real-time metrics and make data-driven decisions to improve them: 

    1. Open opportunities by created date;
    2. Pipeline quality metrics;
    3. The traditional funnel chart;
    4. Top pipeline customers and prospects;
    5. Closed won opportunities by Month;
    6. Pipeline deals by close date and opportunity stage;
    7. Long-term pipeline trends.

    It’s good to be loved! Our clients are not shy about expressing it.

    I made a switch from GDS and Sheets for reporting to Whatagraph, and I am saving literal hours each week on performance report creation. Our small firm actually managed to onboard 2 new clients as a result of all the time we saved on managing data and reporting. The customer service is also really helpful and easy to reach.

    Mindaugas S., Marketing Consultant Capterra logo for Whatagraph review

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    Mindaugas S., Marketing Consultant

    Having active customer support to help fix any issues was a big contributor, but we also really liked the ability to save templates and connect sources to multiple charts/widgets at once without having to edit them individually. And having the grid layout is much easier to stay consistent with than the free form setup that Data Studio has.

    Nico T., Media Planner Capterra logo for Whatagraph review

    Capterra verified review by

    Nico T., Media Planner

    The system has standard templates that are easy and fast to use. Also you can build your own report with lightning speed. It is very easy to use, has a lot of integration, and let get started very fast.

    Rasmus Bernt K., External Senior Management Consultant Capterra logo for Whatagraph review

    Capterra verified review by

    Rasmus Bernt K., External Senior Management Consultant

    We love Whatagraph - we would definitely recommend and our account manager is great! I love how easy this tool is to use, everyone on the team finds it much more user-friendly than other dashboards. Integration was easy, we sent some example reports to the team who duplicated these for us. We literally had to log in and send it to our clients!

    Stephanie S., Digital Director Capterra logo for Whatagraph review

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    Stephanie S., Digital Director

    We are showing our clients the work that we're doing for them and this is incredibly important for our clients ROI. They want to see results and having a tool like Whatagraph that can show data from virtually every source we use is hugely important.

    John S., SEO Strategist Capterra logo for Whatagraph review

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    John S., SEO Strategist

    The tool is easy to use; you do not need to have development resources. Even my junior project managers are capable of making campaign reports in minutes. There are a lot of pre-made templates you can use as well as many pre-made widgets.

    Erman E., Marketing Specialist Capterra logo for Whatagraph review

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    Erman E., Marketing Specialist

    Really easy to connect data sources within the tool. The library of report templates has been helpful. The customer support team has been responsive to all of our needs. Our team enjoys the simplicity of setting up the reports and how the data is presented.

    Brent N., Director of Operations Capterra logo for Whatagraph review

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    Brent N., Director of Operations

    Easy to create really beautiful graphs and reports which can help other team members to understand the most important takeaways. I especially like the automated report function, so I don't have to check on the same thing repeatedly.

    Orsolya S., Online Marketing Manager Capterra logo for Whatagraph review

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    Orsolya S., Online Marketing Manager

    Need more help with getting started?

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    We can set up your report campaign for you!

    If you need help with setting up Whatagraph - our team can create your campaign reports!

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    Cross channel reporting template with Whatagraph