Salesforce Reporting Tool

Monitor Sales Pipelines, Lead Performance, and Revenue Growth

Tracking sales performance requires real-time insights into your pipeline, opportunities, and customer interactions. Swydo’s CRM reporting tool consolidates essential Salesforce metrics like lead conversions, opportunity value, campaign performance, revenue forecasting, and deal progress, giving you a complete view of your sales funnel.

Automate reports to optimize sales strategies, improve forecasting accuracy, and drive higher revenue.

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Free for 14 days

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

Connect Your Salesforce Data and Create Automated Reports in Minutes

56+ Available Metrics
15+ Report Templates
24/7 Auto Updates
How it works
select template
1. Select

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

Heads up: API changes may affect what's shown here. For the most accurate info, check the Advanced tab in your Swydo account.

Salesforce Reporting Software
Salesforce Reporting Software

Scale Your Reporting Process And Save Time

Need a simple way to create a Salesforce report without juggling spreadsheets? Swydo’s Salesforce reporting software saves you time. Understand how your digital marketing campaigns feed your sales leads pipeline with Swydo’s Salesforce reporting integration.

Present your Salesforce CRM KPIs with Swydo’s data visualization tool, deliver a polished Salesforce report or interactive dashboard, and highlight results without the hassle. Update one master template, and every connected report refreshes automatically—no repeated tasks, no errors.

Save hours every month
Goal Tracking and Monitoring

Turn Your Marketing Objectives into Actual Results

Use our goal tracking and monitoring tools to keep clients updated on key Salesforce CRM metrics like accounts, campaigns, contacts, leads, opportunities and more! Quickly see whether you’re hitting your KPIs or need to pivot. This eliminates guesswork and supports data-driven decisions.

Turn raw data into clear insights
Goal Tracking and Monitoring
Client Management
Client Management

Easily Scale & Manage Multiple Clients

Manage multiple clients with ease and precision. Swydo equips agencies to onboard clients quickly with custom templates, update every client Salesforce report in a single click, and assign team roles for seamless collaboration. Control access, personalize delivery, and free up time to focus on growth—all from one platform.

Start scaling your reporting efforts
Branded Salesforce Reports

Present Your Brand with Confidence

Create white label Salesforce reports that reflect your agency’s look and feel. Include your logos, colors, and layouts to match your style. Use interactive dashboards on your custom domain URL for added trust. Show your expertise while delivering professional, ROI-focused updates.

Showcase your brand in every Salesforce report
Branded Salesforce Reports
Scheduled Report Delivery
Scheduled Report Delivery

Automate Your Reporting Workflow

Set up automatic deliveries of your Salesforce CRM dashboards or shareable PDF reports. Configure once and ensure clients receive timely updates daily, weekly, monthly, or quarterly. Swydo automatically retries failed emails, so you never miss a deadline.

Never forget to send another report
Data Sources Health Check

Spot & Fix Connection Issues Fast

Accurate reporting starts with reliable data connections. Swydo sends instant alerts if your Salesforce integration connection fails. Reauthorize in a few clicks, and see all data sources on one screen. Control costs by managing active or inactive data feeds.

Keep your data flowing and your reports accurate
Data Sources Health Check

And More…

Monitoring Overview
Monitoring Overview

Get a single overview of top metrics for all your clients.

Custom Metrics
Custom Metrics

Calculate a new metric using two from the same data source.

Filters
Filters

KPI status filters allow you to quickly identify issues and take action.

Alerting
Alerting

Get email alerts when results hit or miss targets.

Deliverability
Deliverability

Enjoy 99%+ report delivery with auto-resends.

Combined Data
Combined Data

Blend and compare data from multiple ad platforms.

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.

Connect with your favorite data sources

Easily connect and integrate data in a single report

Client testimonials

Discover Why Over 2,500 Agencies Trust Swydo.

 

Chris Cabaniss / Falcon Digital Marketing

Swydo saves countless hours. An Excel report could easily take five or six hours.

With Swydo, it takes 10 minutes, maybe 20.

customer 1

Chris Cabaniss, Co-Founder, Falcon Digital Marketing

Juan Knoepffler / User Friendly Media

The number one thing I love about Swydo is the customer support.

I literally clicked the chat box, in less than 15 minutes I had a reply from Andrea.

customer 2

Juan Knoepffler, Digital Marketing Manager, User Friendly Media

Peter Van Zelst / Zelst Limited

What used to take days now takes minutes, cutting our reporting time by over 50%.

An absolute game-changer!

customer 3

Peter Van Zelst, Managing Director, Zelst Limited

FAQ

Frequently asked questions

Setup
Reports & Data
Billing
Help
  • How do I get started with Swydo?

    Sign up for a 14-day free trial or start a subscription. Then:

    • Add team members and set permissions.
    • Customize your account with your branding.
    • Add clients to organize and manage your reports.
    • Integrate Salesforce, other data sources from 35+ platforms or upload your own via Google Sheets.
    • Create & share Salesforce reports using templates or custom widgets.
  • Do I need technical skills to use Swydo?

    No, Swydo is designed to be user-friendly and self-service, so no technical skills are required to get started quickly. Our setup guides walk you through every step. If you need assistance, our support team is here to help.

  • How can I connect my Salesforce account?

    For a quick overview on how to set up your Salesforce account, check out the integration tutorial on our help center.

  • What happens if an integration is not available?
    • Manually upload your data or use tools like Zapier or Make to automate syncing from thousands of sources. 
    • This keeps your reports up to date with the metrics that matter most.
  • Is my data secure with Swydo?

    Yes, Swydo implements  industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.

  • Do you offer Report Filters?

    Yes, Swydo offers several filter options to help you refine your data and focus on the most relevant insights. Some of the key filter types include:

    • Salesforce Metric Filters: Refine data based on specific metrics (e.g., impressions, clicks, conversions).
    • Date Filters: Filter Salesforce data by custom date ranges or specific time periods (e.g., weekly, monthly).
    • Dimension Filters: Apply filters based on Salesforce dimensions like campaign, ad group, or device.
    • Inclusion/Exclusion Filters: Specify which Salesforce data to include or exclude from your reports.
  • Can I have multiple integrations in the same report?

    Yes, you can combine Salesforce data with multiple integrations into one comprehensive report. This allows you to:

    • Create sections with data from different platforms (e.g., Google Ads, Facebook Ads, Microsoft Ads).
    • Build a holistic view of your marketing performance in one place.

    Perfect for multi-channel campaigns and seamless reporting.

  • Is my Salesforce data automatically updated in Swydo?
    • Yes! Swydo always displays the most recent data provided by the Salesforce API.
    • While data isn’t updated live in the background, it refreshes when you open a report or manually refresh the page.
    • This ensures you’re always seeing the latest available Salesforce data from your connected platforms.
  • How does Swydo ensure my Salesforce data connections stay reliable?

    Swydo actively monitors your data sources to keep everything running smoothly. If there’s a disruption, such as a password change or account update, you’ll receive an alert in the app, and a detailed email with easy steps to resolve the issue.

     

  • What happens after my trial ends?
    • You will need to upgrade to a paid plan to continue using Swydo.
    • Your reports and data remain available for 90 days, giving you time to transition.
  • What payment options do you accept?

    We accept Visa, MasterCard, and American Express.

  • Can I cancel my subscription anytime?
    • Yes, you can cancel at any time.
    • Since Swydo operates on a post-payment model, you’ll be billed for data sources used in the current cycle.
    • If you cancel today, you’ll still have access until the end of your billing period, but no further charges will apply.
    • Learn more here.
  • Can I pause my subscription and reactivate it later?
    • Yes! For $10/month, you can pause your subscription while keeping your reports and data.
    • You can resume anytime you’re ready.
  • What happens to my data if I cancel or stop using Swydo?
    • Your Salesforce reports and data stay available for 90 days after cancellation.
    • After 90 days, your account, data, and reports will be permanently deleted
  • What type of support do you offer?
    • Our specialists are available 24/5 on weekdays and typically respond within 15 minutes.
    • You can reach us via the chat button on our website or in the Swydo app, or by email to support@swydo.com 
    • Visit our Help Center for documentation and FAQs.
  • Do you offer any onboarding services?

    Yes! Our onboarding ensures a seamless start with:

    While Swydo is self-service, our support team is always available to help set up your first reports.

Create your free marketing report in minutes

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

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