Chief Revenue Officer
See pipeline health, revenue forecasts, and team performance without manual data pulls.
HappyFox BI
Trusted by Industry-Leading Companies
VP of Revenue Operations
Track conversion rates, deal velocity, and operational efficiency across the revenue stack.
Director of Sales Operations
Monitor sales performance, quota attainment, and process bottlenecks with automated reports.
Salesforce Administrator
Build dashboards without complex SOQL queries and connect securely through OAuth.
The Salesforce + HappyFox BI advantage.
- CRM data visibility
- Instant
- Custom reports
- Unlimited
- Pipeline insights
- Complete
Connect Salesforce data and begin building visualizations without complex data engineering.
Create reports and dashboards around your team’s revenue KPIs and business goals.
See deal flow, sales performance, and revenue trends across your organization.
Complete Visualization Toolkit for Sales Data
Bar Charts
Compare deal counts, representative performance, and other categories.
Line & Area Charts
Track pipeline growth, win rates, and revenue metrics over time.
Multi-Line & Multi-Area Charts
Compare deal volume, conversion rates, sales activity, and other data series.
Doughnut Charts
See deal distribution by stage, source, or representative.
Pivot Tables
Cross-tabulate Salesforce data to uncover multi-dimensional patterns.
Data Tiles
Highlight pipeline value, win rate, average deal size, and other KPIs.
Text Tiles
Add explanatory notes and context to make reports self-documenting.
Tables
Sort, inspect, and download the detailed data behind visualizations.
Frequently Asked Questions
How do I connect my Salesforce account to HappyFox BI?
Log in to your HappyFox BI account, click the HappyFox BI Logo icon on the top bar, and select “Salesforce” under Apps. You’ll need to create a Connected App in Salesforce, copy the Callback URL from HappyFox BI, and then paste your Consumer Key and Consumer Secret back into HappyFox BI. Allow 2–10 minutes for the connection to establish.
What Salesforce permissions do I need for the integration?
You’ll need the ability to create a “New Connected App” in Salesforce Setup. The OAuth scope needs to be configured appropriately. Check with your Salesforce administrator if you’re unsure about your access level.
Is my Salesforce data secure?
Yes. The integration uses OAuth 2.0 authentication, meaning HappyFox BI never stores your Salesforce password. You authorize access through Salesforce’s secure authentication flow.
What types of visualizations can I create with Salesforce data?
HappyFox BI offers bar charts, line charts, area charts, multi-line and multi-area charts, doughnut charts, pivot tables, data tiles, text tiles, and tables—giving you complete flexibility to visualize your CRM data.
Can I automate report delivery to my team?
Yes! Set up report subscriptions to automatically deliver reports to stakeholders via email on a daily, weekly, or monthly schedule.
What if I need data from other tools besides Salesforce?
HappyFox BI integrates with HappyFox Help Desk, Wrike, and Aircall. You can also import your own custom datasets to create a unified view of all your business data.