Customer Dashboard & KPI’s

In Front Of Your Eyes

In the age of data, intuitive reports and dashboards play a vital role. Data in Salesforce remains in objects and you need good visualization of the data to make informed decisions whether be it sales pipeline, leader board, marketing campaign costs, marketing leads, case SLA report, KPI’s etc.

We can help you in creating best presentation of your data with less effort. New Lightning reports & dashboards are more powerful than before.

There are many other visualization tools which provide more variants of dashboards with much flexibility. If you want an external reports and dashboards to be shown in Salesforce, then our experts can create App so that you don’t have to rely only on Salesforce reports.

``The team at Virtuenix were consummate professionals and did a great job interpreting our vision and delivering a solution that meets our needs today but also positions us well for future growth. I would definitely recommend them to anyone who needs help implementing their vision and is looking for a responsive and responsible team to work with. ``

Jordan
President | US Based Leading Energy Provider

``The team at Virtuenix has always been an absolute pleasure to work with. They are not only reliable and easy to communicate with, but their mastery of all things Salesforce is second to none. Perhaps the greatest strengths of this team are their willingness to go above and beyond the client/vendor relationship (regardless of the internal cost) as well as their true solutions-based focus. Where other developers and technical teams stop at doing only what is asked of them, Virtuenix is capable and willing to think beyond a problem or challenge and find a best-practice based solution. Virtuenix will always be a go-to for off-shore Salesforce Admin, Developer, and Consulting needs.``

Nick Cervellera
President | Keyper Marketing & Digital - United States.

Secret Sauce for managing Sales pipeline.

  • Key Focus

    Find out where deals stand, which sales reps are actively working leads, rep behavior and CRM adoption.

  • Key Reports

    Activities by Sales Rep (calls, demos, visits), Opportunities Past Due, Number of Days Without Logging into CRM.

  • Distribution

    All Sales.