Salesforce Reporting & Analytics

As a certified Salesforce consultant since 2001, custom reporting and analytics are at the core of what we do. We begin by understanding the metrics that are critical to your business’ success. Then we help establish a hierarchy of KPIs for your entire organization, from leadership to front-line sales. Finally, we apply our deep understanding of the Salesforce data model to ensure that your team has full visibility into the data needed to measure success and forecast future trends.

Achieve a More Refined Understanding of How Your Business Runs

By capturing and surfacing data at every step of your business’ operations, Solvit enables you to discover when things are going according to plan, and when they’re off-track. With our in-depth reporting and analytics capabilities, you’ll get more than just a snapshot of your pipeline at any given moment — you’ll also be able to understand how that pipeline is changing from day to day or week to week, so you can respond quickly with the right interventions at the right levels of your organization.

Put Your Fingers on the Answers You Need — Quickly and Easily

When it comes to Salesforce reporting and analytics, too much data can create as many problems as too little data. We work with you to define the right permissions and sharing, so everyone on your team can see the information they need to do their jobs, without getting overwhelmed and bogged down with irrelevant data. Our goal is to make it as easy as possible for everyone in your organization to understand the levers that impact their job performance, ultimately laddering up to the high-level business intelligence that drives your leadership decisions.

Discover Future Challenges and Opportunities in Time to React

Looking back at data to learn what’s driving business success and what’s holding you back is only one half of the equation. Solvit specializes in trend reporting and forecasting, so you can get ahead of whatever is on the horizon — whether that’s a kink in your pipeline that needs working out, or a huge potential opportunity to grow in new ways. That includes exception reporting to uncover emerging problems, such as neglected leads and opportunities, changes in revenue, bottlenecks in your process, etc. The end result is a healthier long term business outlook — as well as the ability to prove it with data.