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CRM reports that fit the way you sell.
Create precise reports from your CRM data and explore them in real time on interactive, fully customizable dashboards, then decide what to change next.
Turn sales data into decisions
CRM reports share the insight hidden in your data. With customizable reports you can make informed decisions about pipelines, sales cycles and activities, track goals and leads, and spot where your customer service can improve.
Reporting is also how you evaluate change: compare cycle times, conversion and activity before and after you change a process or add an AI step.
Reporting without limits
Interactive dashboards
Manipulate and highlight datasets to get exactly the report you need. Goal progress reports help teams adjust their process, and activity reports keep reps on target.
On-demand reporting
When standard reports are not enough, pull complete, up-to-the-minute ad hoc reports on any dataset, such as checking whether a new lead matches your best customer profiles.
Unlimited customization
Build personalized reports for your organization, from sales for a single customer to the performance of a lead source. Reporting evolves as your business does.
Built for everyday use
- Easy to use
- Cloud-based
- Fully customizable
- Fully integrated
- Unique licensing
- High security
- Simple configuration
- Beautiful user interface
Ask your data. Decide what to change.
Reports stay current as the team works; people choose the next improvement.
AI prepares
An AI assistant can answer questions from live data, such as which opportunities closed last week.
Always current
Dashboards and on-demand reports show where the pipeline speeds up or stalls.
People decide
Managers compare results before and after a process change and decide what comes next.
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Looking for fully customizable CRM reporting?
Request a Sales Cloud test drive and see your reports come to life.