Salesforce Reporting

Create customized reports and dashboards in just minutes

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  • 2500+ Customers2500+Customers
  • 80+ Countries80+Countries
  • 50,000+ Monthly reports50,000+Monthly reports

Free for 14 days, no credit card required, cancel at any time

Salesforce Reporting
How it works
select template
1. Select template

Choose one of our predefined templates or create your own

connect
2. Connect

Connect your data sources

customize
3. Customize

Customize your data to meet your client's needs

share
4. Share

Schedule and share a dashboard or PDF report with your team or clients

All Your Essential Salesforce Metrics in One Place

Track leads, opportunities, and accounts to measure sales performance.
Total Metrics: 0
Accounts Count
Name
Annual Revenue
Type
Number Of Converted Leads
Number Of Leads
Number Of Opportunities
Number Of Responses
Unique Email Opens
Unique Email Tracked Link Clicks
Total Emails Delivered
Campaign Count
Contacts Count
Leads Count
Lead Campaign Rnumber Of Leads
Lead Value
First Name
Loan Amount
How Much Are You Looking To Invest
GA connector Last Click Medium
GA connector Last Click Source
GA connector Last Click Campaign
Owner
GA connector Last Click Content
UTM Content
GA connector First Click Content
GA connector Last Click Term
Converted Account
Converted Account ID
Campaign St
PPC Campaign
Marketing Ad Vertical
Nurture Campaign
Mkto Si Add To Marketo Campaign
Lead In Nurture Campaign
My Campaign Member Lead
Primary Use Case
Primary Use Case Details
Contact Method
Contact Method Notes
Lead Age
Lead Index
Mkto71Lead Score
Lead Number
Converted Opportunity
Converted Opportunity ID
Opportunities Count
Amount
Total Revenue
Campaign Name
Expected MRR
Lead Source
Opportunity
Expected Revenue
Close Date
Probability
AUTOMATED SALESFORCE REPORTING
AUTOMATED SALESFORCE REPORTING

Scale Your Reporting Process And Save Time

Understand how your digital marketing campaigns feed your sales leads pipeline with Swydo’s Salesforce reporting integration. Incorporate Salesforce data with your other marketing channel data to optimize campaigns and improve conversions. Leverage report templates and scheduled reports to send automatically – allowing you to save time and maximize efficiencies so you can grow and scale your business.

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GOAL SETTING

Efficiently Monitor KPIs And Goals

Use Swydo’s Salesforce integration to track key data points for accounts, campaigns, contacts, leads and opportunities. Monitor KPIs, set targets and goals for both external and internal reporting to understand performance over time, ensure alignment and accountability. Help your stakeholders improve data driven decision making with comprehensive, easy to interpret dashboards and reports.

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GOAL SETTING
BRANDED REPORTS
BRANDED REPORTS

Increase Brand Visibility And Trust With White Label Reports

Leverage Swydo’s customization capabilities to control the data presented and maintain consistent branding throughout your reporting communications with your logo, color and fonts. Publish and share your dashboards and reports on your own domain, driving brand recognition, trust and deliverability. And your custom domain comes with an SSL certificate to secure and encrypt your data.

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Why choose Swydo

Easy to Use
Easy to Use

Bring all your PPC, SEO, social media and Google Analytics data together quickly and easily with hundreds of time-saving templates, predefined widgets, and KPIs.

Branding
Branding

Swydo enables you to build reports which reflect your brand by incorporating your logo, text styles, colors and personalized cover pages.

Multi language reports
Multi language reports

Translate reports and communicate with your clients in their native language with 14 languages available.

Automated
Automated Reporting

Once you’ve created a report, you can schedule and send that report automatically as frequently as needed - monthly, weekly, daily - whatever your clients need.

Customized
Customize

Customize reports to suit your clients’ needs. Build report templates and widgets from scratch. Provide executive summaries to help better understand the data.

Share
Share

Share your reports via PDF or use our online dashboard report option – whatever suits your clients or team best.

Client testimonials We serve over 2,500 large and small agencies. Discover why our clients choose Swydo
John Thornton / Black Propeller

While there are many reporting solutions available today, few check all the boxes for digital marketers the way Swydo does.

customer 1

John Thornton Black Propeller, USA

Barry Abraham / Brickwaymarketing, USA

I am very, very happy with Swydo. I don't know what I would do without it.

customer 2

Barry Abraham

Grant Hensel / Nonprofit Megaphone (USA)

I love that Swydo’s report automation takes a time-consuming and error prone process out of my staff’s hands. Our reports look professional, provide correct information, and are customized with terminology our client base understands. All with just a push of a button.

customer 3

Grant Hensel

Create your free marketing report in minutes

Free for 14 days, no credit card required, cancel at any time

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