Salesforce Analytics
& Reporting Services

You need CRM Analytics when: your dashboards need to combine Salesforce data with external data sources (ERP, finance, HRIS); your dataset is too large for native reports to process without timing out; you need complex aggregations, period-over-period comparisons, or predictive analytics that SAQL supports but the native report builder cannot handle; or you need the interactive exploration capabilities (filter chains, step filters, comparator widgets) that CRM Analytics provides. Standard reports are sufficient for the majority of operational reporting needs.

Yes. Incorrect report data is almost always a data quality issue in Salesforce — missing field values, inconsistent picklist data, duplicate records affecting summary counts, or incorrect formula field logic — rather than a reporting tool issue. We audit the underlying data, identify the root cause of the incorrect figures, fix the data quality problem, and then rebuild or correct the report. A report that shows the right number from bad data is still wrong.

A focused package of 5 to 10 custom reports and an executive dashboard typically takes 2 to 3 weeks from discovery to production deployment. A CRM Analytics implementation covering multiple datasets, AI predictions, and 3 to 5 dashboard pages typically takes 6 to 10 weeks. A full Tableau implementation with live Salesforce connection and multiple workbooks typically takes 4 to 8 weeks. We scope every engagement individually and provide a fixed timeline before work begins.

Yes, using CRM Analytics or Tableau. CRM Analytics can connect external data via CSV upload, SFTP data sync, Salesforce Connect external objects, and direct connector configuration — allowing you to blend Salesforce data with ERP, financial, HRIS, or marketing data in a single dataset. Tableau connects live to Salesforce, SQL databases, Google BigQuery, Snowflake, Excel, and dozens of other sources — enabling true cross-system analytics in a single workbook.

Yes. We implement Einstein Lead Scoring and Einstein Opportunity Insights — configuring the data inputs, training the model, validating prediction accuracy against your historical data, and embedding the scores into Sales Cloud page layouts and list views so sales reps can see which leads and opportunities to prioritise. We also implement Einstein Discovery prediction models for more complex use cases — such as churn prediction, deal risk scoring, and next best action recommendations.

Accurate dashboards require accurate underlying data. Before building any analytics, we audit field population rates, picklist consistency, duplicate rates, formula field logic, and rollup summary accuracy. We fix data quality issues at the source — implementing validation rules, duplicate management, and required field enforcement — then build the dashboards on top of clean data. Every metric we surface is validated against a known source of truth before the dashboard goes live in production.

We build dashboards for every level of the organisation — executive leadership (CEO, CFO, CRO, CMO) who need a real-time business overview; team managers (VP Sales, Head of Service, Marketing Director) who need functional performance visibility; and operational users (sales reps, service agents, marketing ops) who need their own individual performance view. Each dashboard is designed for its specific audience — with different KPIs, granularity, and filter options appropriate to each role.

Yes. Salesforce supports scheduled report subscriptions that email a report snapshot to specified users on a daily, weekly, or monthly schedule. For CRM Analytics dashboards, we configure dashboard subscriptions with conditional alerts — sending a notification when a metric crosses a defined threshold. For Tableau, we configure scheduled refresh and subscription emails. We include automated delivery configuration in every analytics engagement by default.

Yes. We include a training session with every analytics delivery — covering how to build reports from the report types we have created, how to clone and modify existing dashboards, how to add components and adjust filters, and how to manage scheduled delivery. For CRM Analytics, we include a separate admin enablement session covering the dataset, dataflow, and dashboard builder. We want your team to be self-sufficient, not dependent on us for every new report.