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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2500+Customers
80+Countries
50,000+Monthly reports
Choose one of our predefined templates or create your own
Connect your data sources
Customize your data to meet your client's needs
Schedule and share a dashboard or PDF report with your team or clients
Heads up: API changes may affect what's shown here. For the most accurate info, check the Advanced tab in your Swydo account.
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 monthTurn 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
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 effortsPresent 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
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 reportSpot & 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
Get a single overview of top metrics for all your clients.
Calculate a new metric using two from the same data source.
KPI status filters allow you to quickly identify issues and take action.
Get email alerts when results hit or miss targets.
Enjoy 99%+ report delivery with auto-resends.
Blend and compare data from multiple ad platforms.
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.
Swydo enables you to build reports which reflect your brand by incorporating your logo, text styles, colors and personalized cover pages.
Translate reports and communicate with your clients in their native language with 14 languages available.
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.
Customize reports to suit your clients’ needs. Build report templates and widgets from scratch. Provide executive summaries to help better understand the data.
Share your reports via PDF or use our online dashboard report option – whatever suits your clients or team best.
Easily connect & integrate data in a single report
Client testimonials
Sign up for a 14-day free trial or start a subscription. Then:
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.
For a quick overview on how to set up your Salesforce account, check out the integration tutorial on our help center.
Yes, Swydo implements industry-standard measures to protect your information. This includes secure data storage, encryption, and compliance with privacy regulations. Learn more here.
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:
Yes, you can combine Salesforce data with multiple integrations into one comprehensive report. This allows you to:
Perfect for multi-channel campaigns and seamless reporting.
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.
We accept Visa, MasterCard, and American Express.
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.
Free for 14 days, no credit card required, cancel at any time
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