Salesforce Analytics & Custom Reporting
Custom dashboards and end-to-end data and analytics strategy for business owners and operators
Custom reports and insights on any Salesforce module
Contacts
Contact ID, First Name, Last Name, Account Name, Title, Email, Phone, Mailing Address, Owner ID, Lead Source
Accounts
ID, Name, Phone, Website, Billing Address, Industry, Annual Revenue, Employees, Owner, Type, Parent Account
Leads
Lead ID, First Name, Last Name, Company, Lead Status, Lead Source, Industry, Rating, Owner ID, Converted Status
Opportunities
ID, Opportunity Name, Account Name, Stage, Amount, Close Date, Probability, Forecast Category, Owner ID, Type
Campaigns
Campaign ID, Campaign Name, Start Date, End Date, Status, Type, Expected Revenue, Budgeted Cost, Actual Cost, Owner ID
Cases
Case ID, Case Number, Account Name, Contact Name, Subject, Status, Priority, Origin (Email/Phone/Web), Case Owner, Reason
Orders
Order ID, Account Name, Effective Date, Status, Total Amount, Billing Street, Shipping Street, Order Owner
Billing/CPQ
Quote ID, Line Item ID, Product Name, Quantity, List Price, Net Price, Discount, Subscription Term, Contract Status