Salesforce Reporting Tool
Bring your sales and marketing data together with Canvas Insight’s Salesforce reporting tool. Gain real-time insights into pipelines, lead quality, and revenue potential to drive smarter business decisions and growth.
Simplified Reporting
Turn complex Salesforce data into visually intuitive dashboards and actionable reports.
Track MQLs & SQLs
Easily monitor lead volume and progress through your sales pipeline, from marketing-qualified leads (MQLs) to sales-qualified leads (SQLs).
Highlight Revenue
Showcase closed-won revenue and opportunity value within your lead pipeline for a clear picture of business growth.
Monitor Campaigns
Analyze the performance of your Salesforce marketing campaigns, including lead qualification and closed deals.
AUTOMATED DASHBOARDS & REPORTS
Salesforce Data, Simplified
No technical expertise required—Canvas Insight streamlines Salesforce data into straightforward dashboards and reports. Simply connect your Salesforce account and gain instant access to real-time, actionable insights.
Metrics Explorer
Explore All The Available Salesforce Lead, Opportunity, & Account Metrics
See all the Salesforce metrics you can quickly & easily add to your client reports and marketing dashboards. Stop guessing about what’s working and start using the Salesforce Reporting Dashboard to get real insights into your client’s sales pipeline.
DRIP DATA VISUALIZATION
Advanced Salesforce Lead Analytics
Track detailed lead metrics effortlessly. Gain clarity on leads, MQLs, and SQLs, and see how your marketing efforts are driving qualified leads through the pipeline. Filter and analyze data to identify trends and opportunities.
IDENTIFY REVENUE & ROI BY TAG
Track Opportunities and Revenue in Real-Time
Summarize ongoing deals, pipeline opportunities, win rates, and expected revenue for accurate forecasting and improved decision-making.
STREAMLINED WORKFLOW
Dig Into Accounts for Deeper Insights
Understand account performance over time, including metrics like revenue by industry, account owner, or location. Use this data to refine strategies and attract more relevant leads.
PUT YOUR BRAND FORWARD
Monitor Salesforce Campaign Performance
Evaluate the effectiveness of ongoing Salesforce campaigns, from send status and new opportunities to projected revenue. Use these insights to optimize campaigns and improve results.
CUSTOM LOGINS FOR STAFF & CLIENTS
Intuitive Dashboard Layouts
Streamline your decision-making process with easy-to-use dashboards that visually present critical Salesforce data. Get a clear picture of what matters most and adjust your strategy in real time.
IDENTIFY REVENUE & ROI BY TAG
Stunning Reports for Enhanced Decision-Making
Create professional reports from Salesforce data that clearly highlight the key performance indicators driving your business forward. Impress stakeholders by presenting complex data in a simplified and actionable format.
This rewritten content focuses on business-oriented benefits, making it applicable for internal teams managing their own data rather than referencing external clients. Let me know if you’d like further refinements!
Connect the Salesforce integration in seconds to streamline your business reporting.
Everything Your Business Needs
Automated Reports
Build and schedule reports in seconds. Save time with a streamlined reporting process.
Dashboard
Add your business branding across the dashboard, reports and mobile app.
Business & Staff Access
Give your business and staff their own login and customize what they can see.
Connect Your Data
Integrate all your SEO, PPC, social, email and call tracking services.
Rank Tracker
Accurately track your business keywords rankings. Updated daily!
Annotations & Goals
Add insightful context to your business reports by including personalized annotations and trackable goals.
Get Started for Free
Try Canvas Insights risk-free for 14 days. No credit card required.