In the ever-evolving world of CRM platforms, Salesforce continues to stand out due to its adaptability, scalability, and comprehensive ecosystem of apps and tools. As we move into 2024, businesses are increasingly looking for ways to unlock the full potential of their Salesforce data.
This is where dashboard and reporting software comes in. There are many applications on the market that will allow you to make the most of your Salesforce data. Whether that’s tools which allow you to gain crucial strategic insights, tools that will speed up your reporting, or tools that present your sales KPIs in a way the whole team can understand.
Here’s a rundown of the best Salesforce reporting tools for 2024, each offering unique features to cater to different business needs:
Salesforce acquired Tableau in 2019, and is a go-to for Salesforce users who are looking for a fully-fledged BI Tool (Business Intelligence Tool).
Tableau supports your high-level business decisions by providing a wide range of data visualization options for users who are looking to conduct in-depth analysis and reporting.
The downside with Tableau is if you need to create dashboards and reports with data from other sources. Whilst it’s possible to do this, you will first need to bring all of your data together in a data warehouse, which Tableau can then visualize. The level of investment required in people, skills and infrastructure to do this may not be realistic for small or medium sized businesses.
Nonetheless, businesses with the skills to use Tableau it’s possible to create dashboards and reports that provide genuine business insight.
Geckoboard is a KPI dashboard tool that connects directly to over 90 data sources, including Salesforce, Zendesk and even Google Sheets.
Salesforce users love it because it’s easy to set up and use. In around 15 minutes, you can create a real-time KPI dashboard that displays your most important Salesforce metrics.
Geckoboard isn’t an analysis tool like Tableau, so you can’t use it to conduct deep-dives. Instead, think of it as an effortlessly simple way to surface your business KPIs to your sales team or the wider company.
Whether your team views Geckoboard on mobile, Slack or via a TV on the office wall, you can’t underestimate the importance of keeping everyone aligned and focused on the metrics that matter.
3. Conga Composer
Conga Composer excels in generating and automating reports and documents directly from Salesforce. It's particularly useful for sales teams needing to create personalized proposals, contracts, and reports quickly and efficiently. The 2024 version promises enhanced customization and automation capabilities.
Domo stands out for its real-time data visualization and customized dashboard capabilities. It's designed for scalability, making it suitable for enterprises with vast amounts of data. The platform’s strength lies in its ability to connect to any data source, providing a unified view of key metrics.
5. Salesforce Native Dashboards and Reports
Never underestimate the power of Salesforce’s built-in tools. The native dashboards and reporting features in Salesforce have received significant upgrades in 2024, offering more customization, dynamic filtering, and interactive elements. These tools are perfect for businesses looking for a straightforward, no-fuss way to visualize their data within Salesforce.
InsightSquared is a sales performance analytics tool that offers detailed sales pipeline management, forecasting, and activity tracking. Its latest version includes more predictive analytics features, helping sales managers to stay ahead of their targets with data-backed strategies.
Sisense excels in embedding analytics, allowing you to integrate insightful dashboards directly into your applications, websites, and products. This feature is particularly useful for SaaS businesses looking to provide their customers with personalized analytics.
8. Microsoft Power BI
With its ability to integrate seamlessly with Salesforce through a native connector, Power BI is a powerful tool for users familiar with the Microsoft ecosystem. Its advanced data analytics and visualization capabilities make it a strong option for creating reports and dashboards.
9. Zoho Analytics
For those looking for seamless integration outside the Salesforce ecosystem, Zoho Analytics is a powerful contender. Its ability to blend data from various sources and create comprehensive dashboards and reports makes it a versatile tool for businesses that operate across multiple platforms.