Salesforce dashboards
Keep score and motivate your team throughout the day using live data
Trusted by 1000s of data-driven organizations
Create Salesforce KPI dashboards that focus and motivate your sales team
No coding or extra training required.
Connect to your data
Securely connect your Salesforce account and visualize real-time metrics from reports in Salesforce.
Read our step-by-step guide
Focus on the metrics that matter
Filter your data and adjust presentation options to build easy-to-understand visualizations of your data.
Build dashboards everyone can understand
Resize, group, and rearrange the visualisations to create your own bespoke dashboard.
Highlight what’s important
Use goals and status indicators to draw attention to interesting changes as they happen.
Key metrics supported
Geckoboard visualizes data from reports you’ve already set up in Salesforce (Enterprise, Unlimited, Developer or Performance editions).
- Sales closed
- Opportunities
- Leads at each stage of your pipeline
- Revenue closed/won
- Sales exec activities
- Onboarding consultations created
Go beyond baked-in charts and static reports
Bring metrics together from different sources and multiple Salesforce accounts too
Focus attention on important KPIs without buying extra Salesforce licenses or sharing raw reports
Highlight targets and goals, and visually show progress towards them
Choose how frequently your data refreshes, down to the minute
Make your dashboard your own by adding your company or team colours
Access live sales metrics on the move with Geckoboard's mobile-friendly view
Displaying various metrics with Geckoboard has proved to be a great talking point and creates friendly competition between our various territories. Enabling regions to see all relevant KPIs creates general banter about who is doing well and encourages those lagging behind.
Quickly connect to over 90 pre-built data sources
Easily access KPIs throughout the day
No more digging around in different platforms to see the data that can make a difference. Our sharing features make sure key metrics get seen by the right people at the right time.
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Generate a link to your live dashboard – share on email, IM, embed or bookmark.
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Schedule daily, weekly or monthly snapshots to send to your Slack channels.
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Automatically email screenshots of your dashboards on a schedule of your choice.
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Invite team members to view private dashboards, and even start building their own.
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Use a phone or tablet to check your dashboards on the go. Learn more
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Pair a TV and proudly display your dashboards where everyone can see them. Learn more
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Share a link
Generate a link to your live dashboard – share on email, IM, embed or bookmark.
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Post to Slack
Schedule daily, weekly or monthly snapshots to send to your Slack channels.
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Email snapshots
Automatically email screenshots of your dashboards on a schedule of your choice.
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Manage users
Invite team members to view private dashboards, and even start building their own.
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Mobile friendly
Use a phone or tablet to check your dashboards on the go. Learn more
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Display on a TV
Pair a TV and proudly display your dashboards where everyone can see them. Learn more
Geckoboard has made a huge difference in behaviour by making my team constantly aware of the metrics that matter