Menu
Free 90 Minute Org Review

Reporting & Dashboards

Real-time visibility into the metrics that drive your business.

Book Your Free 90-Minute Audit

Who It's For

  • Leadership teams needing better visibility
  • Sales managers tracking pipeline and forecasts
  • Operations teams measuring process efficiency

What You Get

  • Custom dashboard design and build
  • Report type optimization
  • KPI definition and tracking
  • Automated report scheduling
  • CRM Analytics (Tableau CRM) setup

Key Capabilities

Custom Reports
Executive Dashboards
Pipeline Analytics
CRM Analytics
Report Scheduling
Data Visualization

Expected Outcomes

Real-time pipeline visibility replacing spreadsheet guesswork

80% reduction in time spent building ad-hoc reports

Data-driven decision making across all departments

SUMMARY

Key Takeaways — Reporting & Dashboards

Real-time pipeline visibility replacing spreadsheet guesswork

80% reduction in time spent building ad-hoc reports

Data-driven decision making across all departments

CLIENT RESULTS

What Our Clients Say

"We finally stopped flying blind. The dashboards Cloud Nexus built replaced four spreadsheets and now every Monday our pipeline review takes 20 minutes instead of two hours."
Mark Calloway
Mark CallowayChief Revenue Officer, Keystone Group
"Role-based dashboards for every level of the org — our reps see their numbers, managers see team performance, execs see the full picture. All real-time."
Sophie Dumont
Sophie DumontSales Enablement Lead, Axon Technology
"Ad-hoc report requests used to take our admin a full day. Now every stakeholder has their own dashboard and we get zero report requests."
Howard Lin
Howard LinCFO, Crescent Capital

CLIENT RESULTS

What Our Clients Say

"We finally stopped flying blind. The dashboards Cloud Nexus built replaced four spreadsheets and now every Monday our pipeline review takes 20 minutes instead of two hours."
Mark CallowayChief Revenue Officer, Keystone Group
"Role-based dashboards for every level of the org — our reps see their numbers, managers see team performance, execs see the full picture. All real-time."
Sophie DumontSales Enablement Lead, Axon Technology
"Ad-hoc report requests used to take our admin a full day. Now every stakeholder has their own dashboard and we get zero report requests."
Howard LinCFO, Crescent Capital
Our Process

Discover → Design → Build → Launch →
Support

A proven methodology refined over hundreds of Salesforce engagements.

STEP 1
Discover

We audit your org, interview stakeholders, and map business processes to understand where Salesforce fits.

STEP 2
Design

We architect a scalable solution aligned with your goals — data model, automation, integrations, and user experience.

STEP 3
Build

Iterative development with weekly demos. No surprises. You see progress in real-time and provide feedback.

STEP 4
Launch

Comprehensive testing, data migration, training, and a supported go-live that sets your team up for success.

STEP 5
Support

Ongoing optimization, admin support, and strategic guidance to ensure continuous ROI from your Salesforce investment.

View all our services →

FAQ

Frequently Asked Questions

Can you build dashboards for different roles?

Yes. We create role-based dashboards so executives, managers, and reps each see the metrics most relevant to them.

Yes. For advanced analytics needs, we implement CRM Analytics with custom datasets, lenses, and AI-powered predictions.

Yes. With proper integrations in place, dashboards can surface data from your entire tech stack.

GET STARTED

Ready to Unlock Your Salesforce Potential?

Our free 30-minute consult uncovers quick wins, risk areas, and a clear
roadmap — no strings attached.

Book Your 30 Minute Consult
Talk to an Architect