Build a
Salesforce
Dashboard
Build dashboards using Salesforce data to get a more informed view of your metrics.
Overview
Bring your Salesforce data to Bold BI and create beautiful dashboards with useful widgets. By embedding dashboards inside your application, you can visualize the story behind your data and make effective business decisions.
Custom URL
Create your query URL manually on your own to fetch the data.
Refresh Data
Configure data refresh to keep your dashboard up to date.
Joining Data
Join the Salesforce data with data from different sources using shared tables.
Salesforce Dashboard Examples
Opportunities Dashboard
Bold BI’s Salesforce Opportunities Dashboard provides a complete view of your sales and marketing opportunities and metrics.
Salesforce Leads Dashboard
Bold BI’s Salesforce Leads Dashboard provides a complete view of your lead generation strategies, and it also helps you create effective and targeted ad campaigns.
Integration mashups with Salesforce data
Integrate Salesforce data with other integrations, like of SQL or web data sources, and create dashboards with multiple data sources. Embed these dashboards into your application for powerful data visualization.
You can combine Salesforce and other solutions, like Google Analytics, in order to clarify your view of visitor-to-customer conversion rates. For example, by integrating Salesforce's customer relationship management platform with Google Analytics' website analytical service, you can monitor a wide range of KPIs and metrics, from website traffic data to customer conversion trends. With this mashup, you have all your metrics in one place for better decision-making practices.