Connect to Salesforce CRM – Dashboard Integrations

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.

The Salesforce Opportunities Dashboard helps you track the performance of your sales pipeline by customer and sales agent. With this dashboard, you can identify effective sales strategies, techniques, and processes.

Expected Revenue and Revenue Won
Open and Won Opportunities
Open Opportunities by Lead Source
Overall Success Rate
Active Opportunities and Closed Opportunities by Stage

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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.

The Salesforce Leads Dashboard helps you monitor lead generation processes and improve team efficiency. With this unique dashboard, marketers can identify powerful marketing strategies that improve sales pipeline performance and increase business revenue.

Leads and converted leads
Conversion ratio
Converted leads by source
Lead source by industry
Leads distribution by country and industry

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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.