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

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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