Well build platform for Reports and dashboards generation with various features
May 19, 2025

Well build platform for Reports and dashboards generation with various features

Punnareddy Pallerla | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CRM Analytics

We are using Salesforce CRM Analytics as reporting tool, and this serving our purpose as we are travel industry company we use to report the the bookings against each travel agency and related services subscription details, these all details we can track in single page with the reports and dashboards creation.

Pros

  • Accounts with Bookings details
  • Products and related services offerings
  • Subscription details of the customers

Cons

  • Dynamic dashboards
  • Color pallets
  • Custom report types
  • Our bookings reports scheduled helps us to know the status of business
  • Easy to sell the related services with the customer identification
  • Leadership can easily track the business growth
AS per our business use case it helps us to view our statistics and growth of organization booking and revenue, based on these reports we can plan the future activities as needed. so i can say it helped a lot in our business growth and sustainability. we can for every business reports and dashboards plays key role.
Salesforce is having the positive as it has inbuilt other modules where they have their own data but other tools have to get the data from other systems

Do you think Salesforce CRM Analytics delivers good value for the price?

Yes

Are you happy with Salesforce CRM Analytics's feature set?

Yes

Did Salesforce CRM Analytics live up to sales and marketing promises?

Yes

Did implementation of Salesforce CRM Analytics go as expected?

Yes

Would you buy Salesforce CRM Analytics again?

Yes

For our business it suited well as we are able report all the booking details and related accounts information and also related the products and service offerings by business , In the analytical snaps shots and dashboards it could have been little more effective , there is a space for improvement in this area.

Salesforce CRM Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
8.3
Pixel Perfect reports
8
Customizable dashboards
9
Report Formatting Templates
8
7.8
Drill-down analysis
8
Formatting capabilities
8
Integration with R or other statistical packages
7
Report sharing and collaboration
8
8.6
Publish to Web
9
Publish to PDF
8
Report Versioning
9
Report Delivery Scheduling
9
Delivery to Remote Servers
8
8.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
7
Predictive Analytics
8
Pattern Recognition and Data Mining
8
9.2
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
10
9.0
Responsive Design for Web Access
9
Mobile Application
9
Dashboard / Report / Visualization Interactivity on Mobile
9
8.3
REST API
8
Javascript API
8
iFrames
9
Java API
8
Themeable User Interface (UI)
8
Customizable Platform (Open Source)
9

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