Best Salesforce Reporting and Dashboards for Marketing Professionals | Whatagraph

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.

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Over 15,000 agencies and brands worldwide get their marketing performance analyzed with Whatagraph!

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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. 
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.
Salesforce report build with Whatagraph.

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.
Salesforce report funnel.

All reporting features your agency needs

40+ integrations
We integrate with more than 40 marketing platforms, such as Google Analytics, Ahrefs, SEMRush, Facebook, MailChimp, Klaviyo, and many others.
Cross-channel reports
SEO, SEM, social media, performance marketing, email marketing - create a singular client report for all channels instead of one report for each.
Full report automation
Start from a report template, add your sources and you can create a report in under 10 minutes. You can automate the delivery too - and send reports automatically at your desired intervals.
White-label reports
Make your reports align with your agency branding and style. Customize each report with your agency logo, colors and branding and every detail you need to make your report truly your own.
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FAQs

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.

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!

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

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

This is exactly what I was looking for when I set out to find a better way of collating and sharing our social media analytics with internal stakeholders. Goodbye spreadsheets and the tedious task of copying + pasting analytics from each social media account!

ashley

G2.com verified review by

Ashley S, Social Media & Content Co-ordinator

We have found it provides our clients quick reports that they can analyze and ingest easily. It cuts down on our explanations and walkthroughs with clients. Overall, it has been a tremendous time-saver, along with exceeding our clients’ expectations with reporting.

kyle

G2.com verified review by

Kyle R, Digital Marketing Specialist

The SUPPORT. Whatagraph has THE BEST support team, ultra-responsive, ultra-helpful. They clear your roadblocks, update their platform to suit your needs, implement awesome new features (on user suggestion and on the back of their own ambition). AWESOME.

jasper

G2.com verified review by

Jasper C, Social Ads Specialist

Whatagraph is exactly what we were looking for in order to collect and organize data from multiple accounts (clients) with multiple data sources. It is the perfect tool to analyze data, to change the strategy, and also to create reports clients will understand.

thiago

G2.com verified review by

Thiago A, Digital Marketer

Whatagraph does not require someone to be “techy” to use the software. The learning curve is so minute, and when you do have issues- the support team will help you in a kind and efficient manner.

liam

G2.com verified review by

Liam R, Digital Marketing Campaign Manager

You just need a few hours of clicking and trying things to understand it. I like the interface, the way you makeup formulas and edit them, I like that you can build your own widgets.

mich

G2.com verified review by

Mich C, Digital Leader

What really makes Whatagraph shine is the way it breakdown data to your clients. Most of our clients want to see their metrics, but they don't really want to take the time to learn all about understanding them.

daniel

G2.com verified review by

Daniel W, General Manager

We're able to streamline our social media marketing into a report that has proper metrics that clients can understand. We're literally able to select from social media platforms to ads, to stories etc. You name it.

andrea

G2.com verified review by

Andrea R, Marketing Executive

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