Stop rebuilding reports. Switch to automated reporting.
Geckoboard connects to Salesforce, HubSpot, and the reporting tools your team runs on, and delivers performance snapshots to leadership, your team, and clients — automatically, on the schedule you set.
Stop rebuilding the same report every week.
Manual reporting is a weekly chore. Export the data, format the slides, distribute the update — and by the time it lands, the numbers have moved. The following week, the cycle starts again.
Keep every stakeholder in the loop, automatically.
With Geckoboard, leadership gets scheduled snapshots without anyone preparing them. Teams see performance data in Slack. Clients get a shareable dashboard that is always current.
No exports. No preparation. No manual distribution.
How it works
Automate your reporting today.
KPI reporting for every audience.
Executives get the KPIs they need. Nobody prepares a report.
- Deliver regular reports over email
- Data is always up to date
- Show metrics from different sources together
- Automatically highlight trends or areas that need attention
Send daily numbers to the channels your team already checks.
- Deliver snapshots to Slack and Microsoft Teams
- Create a custom schedule for regular updates every month, week, day, or several times a day
- Ideal for standups, handovers, performance reviews
- Keeps KPIs top of mind and prompts early action
A shareable dashboard that is always current.
- Bring data together from different sources into one shareable view
- Keep clients in the loop without needing meetings
- No access to your internal tools needed
Make KPIs visible on screens throughout the day.
- Raise the visibility of performance, goals and progress
- Simple set up — works with any browser on a screen
- Always on, always up-to-date
Add automated reporting to your existing setup.
Geckoboard sits on top of your CRM and BI setup — it does not replace them. Most teams are delivering automated KPI reporting to their first audience within a day of starting their trial. No developer time required. Less time preparing. More time acting.
5 hourssaved per week
1 hour(or less) setup time
90+ integrationswith your team’s tools
4.6 starson G2
I used to spend an hour at the end of every day preparing reports. Now Geckoboard automatically updates the senior leadership team with a snapshot.
Automated reporting — also called report automation — means dashboards and reports update directly from your source tools without anyone exporting, formatting, or distributing data manually. Geckoboard automates both the data update and the delivery, so every stakeholder always has access to current performance data.
Geckoboard connects to 90+ tools including Salesforce, HubSpot, Zendesk, Google Analytics, and Pipedrive. If your data lives in a spreadsheet or custom database, you can connect via Spreadsheets and Datasets.
Geckoboard is not a BI or data modelling tool. It is the visibility and distribution layer — it takes data from your existing tools, keeps it current in a shared view, and delivers it to every stakeholder on a schedule. Most teams use it alongside their BI setup, not instead of it.
Most teams have a working dashboard connected to live data within a day of starting their trial. No developer time or technical setup required.
Most integrations update in near-real time or on a short polling interval. You can check the specific refresh rate for each integration in the Geckoboard documentation.
Yes. Build separate dashboard views for leadership, your team, clients, and office screens — each on its own delivery schedule. Snapshots go to different email addresses, Slack channels, or Teams channels at whatever cadence suits each audience.
A Geckoboard dashboard is both. It displays live metrics continuously and delivers scheduled snapshots to stakeholders automatically. The difference is that not all dashboards deliver themselves — Geckoboard combines live data with automated distribution in a single setup.
Geckoboard replaces the manual process of pulling data from Salesforce or HubSpot, formatting it into slides or spreadsheets, and distributing updates by email. The source tools stay as they are - the reporting step on top of them is removed.
Geckoboard reads data from your connected tools to display it in dashboards — it does not store or modify your source data. Geckoboard is ISO 27001 certified. Full details on security, privacy, and data handling are in our Trust Center.
Automate your reporting today.
