Business Intelligence
Software for Salesforce

HappyFox BI for Salesforce empowers the Sales Team to intelligently work with data and scale up their business.

With inbuilt capabilities of data science, salesforce reporting, and configurable visualizations, it allows organizations to quickly expand their sales pipeline and increase their conversion percentage.

Get a demo

Better Decisions, Better Results

Create reports with ease. With computed data and custom report types, HappyFox BI for Salesforce facilitates smarter decisions leading to increased opportunities, revenues, collaboration, and productivity.

HappyFox BI

An End-to-End View of Your Sales Pipeline

HappyFox BI for Salesforce helps you visualize with information coming in from multiple data sources and data sets. All salesforce objects and custom objects are considered. With robust integration capabilities, this ensures a holistic view of your Sales Pipeline. Leverage summary reports, joined reports, and interactive visualizations.

HappyFox BI

Work Smarter, Act Sooner

Foresee your likely Sales, Revenue, and Costs. BI for Salesforce CRM, arms your sales managers with the right capabilities to realistically expect your Sales performance. Run reports and export in tabular and excel format.

HappyFox BI

Cut down time creating Salesforce reports,
Focus on strategic work

HappyFox BI for Salesforce gives an intuitive report builder to elegantly visualize any new report. With over 20+ report types configurable in real-time, Sales Teams can focus on more opportunities & conversions and drastically reduce time creating reports in salesforce. Leverage Standard reports and templates addressing your business needs.

HappyFox BI

Key Features

All-in-One Business Intelligence tool with powerful features

HappyFox BI

Understand Lead inflow and conversion across different time periods

HappyFox BI

Spot trends in data from salesforce – Sales, Revenues, Profits and more

HappyFox BI

Compare sales and revenue across categories

HappyFox BI

Drill down into multiple dimensions and understand your Salesforce data

HappyFox BI

Import datasets from other sources and visualize

HappyFox BI

Pivot on Pricing and revenue by multiple levels like Account, Opportunities, and Leads

HappyFox BI

Invite stakeholders to view reports on Salesforce

HappyFox BI

Create forecasts for Sales, Revenue, and Costs

Wait no more. HappyFox BI is here!

Talk to our product specialists. Get a one-on-one demo, tailored to your business needs.