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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 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.
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 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.
All-in-One Business Intelligence tool with powerful features
Understand Lead inflow and conversion across different time periods
Spot trends in data from salesforce – Sales, Revenues, Profits and more
Compare sales and revenue across categories
Drill down into multiple dimensions and understand your Salesforce data
Import datasets from other sources and visualize
Pivot on Pricing and revenue by multiple levels like Account, Opportunities, and Leads
Invite stakeholders to view reports on Salesforce
Create forecasts for Sales, Revenue, and Costs
Talk to our product specialists. Get a one-on-one demo, tailored to your business needs.