Everybody knows how important Analytics is for any business. It can help you make key improvements, Everybody knows how important Analytics is for any business. It can help you make key improvements, find the root causes of problems and highlight areas where you can save money. But what if analytics dashboards could represent not only the boring numbers but also tell the story to the people who see them? In this article, we’re going to show you some of the best dashboard editor tools on the Salesforce AppExchange which will help you transform standard Salesforce reports into creative visualization tools to bring your Salesforce dashboard game to the next level. We aggregated the list to represent different angles so that you can find the best option for your business needs – some tools offer comprehensive multidimensional customization, others enhance just one aspect of data representation.
So, let’s get started. Here they are, in no particular order:
What it is: Tableau CRM is a powerful, Salesforce-native application that helps to visually monitor and analyze key business metrics. It allows you to create interactive dashboards that help to better understand your Salesforce reports and combine them with data from other sources.
Who it’s for: Sales executives, sales managers, sales reps, account executives.
Product Features:
Pricing: Starting at 75$ USD per month.
What it is: It is an out-of-the-box Salesforce option that offers dashboards with underlying reports based on standard objects and fields. It is available for all Salesforce clients and although its offer is limited you can still gain data visibility, opportunity detection and easy access to pipeline patterns without a high cost.
Who it’s for: Sales executives, sales managers, sales reps, account executives, marketing, customer service.
Product Features:
Pricing: Free.
What it is: DashboardX is a powerful, free app from VRP Consulting, that enables users to transform standard Salesforce reports into new custom dashboards using creative design tools. It also offers effortless data distribution through email subscriptions and real-time updates.
Who it’s for: Sales executives, sales managers, sales reps, account executives, marketing, finance.
Product Features:
Pricing: Free.
What it is: Klipfolio is a business real-time dashboard app that allows you to turn your Salesforce reports into attractive visualizations and combine them with other key business metrics.
Who it’s for: All sales management, finance, marketing.
Product Features:
Pricing: $29 USD per company per month.
What it is: BIME is a cloud platform that facilitates data analysis and dashboard management allowing for the incorporation of Salesforce data with information from other sources.
Who it’s for: All sales management, finance, marketing.
Product Features:
Pricing: Starting at $490 USD per company per month.
What it is: AppExchange Dashboard Pack for Sales, Marketing and Service is a starter pack of seven rudimentary dashboards that provide real-time insights into sales, marketing and support. It’s part of the Force™ Collection curated by Salesforce Labs, a community project.
Who it’s for: All sales management, marketing, customer service.
Product Features:
Pricing: Free
We all know getting the most of your Salesforce reports, by exploring your data through dashboards, can lead you to groundbreaking insights about your key strategies. So, improving this functionality is always a hot topic. All these applications can help you understand and showcase your data, all providing you with different options. Some give you more control of the look and feel of the data, whilst others focus on combining it with other business metrics.
Hopefully, this list will help you choose the best option for you from the AppExchange. Of course, we’re a little biased – our favorite app is ours: DashboardX. See if you agree – you can find DashboardX right here on the AppExchange.
Dmitry Zhugin,
CTO VRP Consulting
About the author
Dmitry Zhugin is a Chief Technology Officer for VRP Consulting. He is an established software specialist with 10 years of experience in Salesforce Architecture.
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