Bold BI dashboard designer supports connecting Salesforce web services through Rest API.
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.
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
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
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.
Integrations
145 data connectors.
Your data, wherever it lives. SQL databases, REST APIs, cloud warehouses, flat files, and SaaS tools connect without a custom pipeline.
Smarter Dashboards, Faster Decisions
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