Boost your team’s performance with...
Real-time Salesforce dashboards
Data drives performance, when it’s shared the right way
Geckoboard gives sales teams instant access to live KPIs and data from across Salesforce, helping them perform at their best. No reports to dig through, no stale numbers, just real-time insights.
It’s become a very good investment because it just keeps the competitiveness going and the sales fire burning in the office.
Bring key metrics into one focused view
Connect Salesforce to Geckoboard and instantly turn your existing Salesforce reports into live dashboard widgets. Select the data you need from across your pipeline, revenue, and activity reports, and bring it all into one focused view.
Focus attention on the metrics that matter
Create dashboards that focus on every aspect of your sales operation - from company-wide targets to individual rep performance.
Turn data into action
Geckoboard’s dashboards are clear, engaging, and built for impact, making it easy for sales teams to understand key metrics — and respond in real time.
We started to see the effort metrics go up and with this, we’ve also seen outputs increase too. More than anything, we’ve seen excitement.
Putting numbers in front of the team has really increased awareness. They care — they don’t want to be in the red! It really pushes them forward to lift each other up and push themselves.
Share Salesforce data with your team
Make it easy for teams and stakeholders to access up-to-date Salesforce data, wherever they’re working from. No extra Salesforce licences required.
Access on mobile
Stay in sync on the move with mobile-friendly dashboards.
Access on mobile
Stay in sync on the move with mobile-friendly dashboards.
Expert help, whenever you need it
With years of experience, we’re here to help you get the most from real-time data.
The Geckoboard support team has been outstanding, even implementing a missing metric for us in record time. Exceptional service.
Every conversation I’ve had has been top-notch. Best dashboard tool for Zendesk by far!
The Geckoboard team is incredibly supportive, helpful, and professional. They always provide real support to the end user.
Geckoboard team are also fantastic. On hand and quick to reply if any issues. Can’t recommend more!
Geckoboard vs Salesforce reports
Salesforce reports are built for deep analysis. Geckoboard is built for live, team-wide visibility.
Built for managers to analyze and create reports
Purpose-built for teams to monitor real-time data
Takes time to master
Easy and intuitive
Visualizes Salesforce data only
See data from 90+ sources alongside Salesforce metrics
Requires a Salesforce licence to access
Share with your whole team — no Salesforce licence needed
Access on desktop
View on desktop, TV, mobile, Microsoft Teams, Slack, and more
Refreshes on demand
Refreshes every few minutes for real-time accuracy
Geckoboard’s Salesforce integration works with your existing Salesforce reports — any metric you’ve already set up in a Salesforce report can be visualized on a Geckoboard dashboard. Popular metrics include:
- Pipeline: open opportunities, pipeline value, leads by stage, forecast revenue, weighted pipeline
- Performance: deals closed, revenue closed/won, win rate, average deal size, sales cycle length
- Activity: calls made, emails sent, meetings booked, tasks completed, activities by rep
- Leaderboards: top performers by revenue, opportunities closed, or activity
The best way to check if a specific metric is supported is to try it for yourself. Alternatively, ask our friendly support team.
It’s straightforward to connect Salesforce and Geckoboard without any technical knowledge. Sign up to Geckoboard, select Salesforce from the list of data sources, and you’ll be prompted to log in to your Salesforce account and authorize the connection. Geckoboard then pulls data directly from your existing Salesforce reports — no extra setup required.
Geckoboard is ideal for creating a real-time view of sales metrics that you, your reps or stakeholders should be regularly monitoring. This can include data from several Salesforce reports and other sources too.
Examples might include dashboards for monitoring progress towards a revenue target, rep leaderboards, pipeline health, or a mix of all three. For inspiration, check out our Salesforce dashboard examples.
Salesforce widgets refresh every few minutes by default. See this help article for refresh rates of all our data sources.
Absolutely, and you can add metrics from different Salesforce accounts to the same dashboard too.
Geckoboard is designed to be easy for anyone to use without any training or complicated setup.
To help along the way, we’ve put together useful articles answering common questions, and for anything else, our friendly and knowledgeable team is on hand 24/5 to help you succeed with your dashboards, whatever time zone you’re in. Pro and Enterprise plans offer even snappier support, with priority support and dedicated support reps available.
You can try Geckoboard completely free for 14 days by signing up for a free trial — no payment details required. Plans then start from $60/month, with options for more dashboards, users and TVs on your account. View our pricing here.
Ready to get started?
