Why not use Saleforce's native reports & dashboards?

Salesforce reports have been a regular source of consternation among sales reps for as long as the customer relationship management software has been in use. Thousands of sales teams who utilize the software to track their sales opportunities and activities have ranted about the numerous difficulties in producing reports from their sales data. Here are five of the biggest limitations of Salesforce reports

How does this compare to other business analytics solutions?

SplashBI for CRM is a problem-focused solution using SplashBI, our business analytics platform. Unlike other BI or Sales Analytics tools, there is no need for expensive consultants or lengthy implementations. From the time you sign up, you can begin using the tool in as little as 10 minutes all at a fraction of the cost.

What do you mean by Pre-Built reports and dashboards?

Utilizing our unique sales analytics data model, we have created plethora of commonly used KPIs, Reports, and Dashboards. Once connected to SFDC and the data has been pulled, all of the pre-built KPIs, Reports, and Dashboards start populating to tell your unique story.

How long does it take to implement?

10 minutes or less. Yes, it really is THAT quick. During your first time sign on, you are given a brief product tour instantly followed by an interactive data connection wizard. As soon as you have created the connection to your Salesforce Instance, the data starts flowing in. The size of your SFDC impacts how quickly the data pull takes, but this part is usually completed in just a few minutes. Once complete, all of the pre-built reports & dashboards come to life with YOUR data!

Metrics that matter

Empower Sales Teams With CRM Analytics Software

Q: Do you support custom objects?

Yes! Getting your existing data in is easy. During your first-time sign in, you will be taken through an interactive data connection guide. While we pride ourselves on the data model powering our pre-built content, there are times where some of the KPIs might not reflect data correctly. In the event that happens, check out the guides to see how to re-map based on your unique custom objects.

Q: Can I create my own reports and dashboards?

Absolutely! Building your own reports and dashboards is easy. If for any reason you need help, simply check out one of our walk-thru guides from within the tool.

Your sales data shouldn’t live in spreadsheets or siloed dashboards. SplashBI’s CRM analytics software transforms your CRM data into actionable insights that help every sales role — from rep to executive — drive predictable growth. SplashBI empowers sales teams to make decisions faster and sell smarter.

CRM Analytics Software for Every Sales Role

Sales Reps — Drive Deals Forward With CRM Insights

Track trends at every pipeline stage. Identify gaps early, understand win/loss patterns, and know exactly what it takes to hit your quota using CRM analytics software built for modern sellers.

Sales Leaders — Optimize Performance With CRM Analytics Software

Get live sales data, gap and risk analysis, top-opportunity tracking, and trend visibility — all in one unified view. SplashBI’s CRM analytics software helps leaders see who’s performing, who’s struggling, and where to focus next.

Sales Executives — Forecast and Scale With Confidence

Measure year-to-date performance against budgets and forecasts. Track revenue, deal velocity, and conversion trends with a single source of truth powered by CRM analytics software.

Arm Your Team With Modern CRM Analytics Software

Leveraging technology can elevate your sales dashboards, optimize your sales strategies, and provide transparency across the entire revenue process. The best CRM analytics software doesn’t just report results. It guides every rep through best-practice actions that drive predictable growth and higher win rates.

Salesforce Deep-Linking

Go beyond surface-level dashboards. Drill directly into CRM data with deep links that connect analytics back to Salesforce and other platforms supported by our CRM analytics software.

Cross-Object Reporting

Create cross-object KPIs and reports that span leads, opportunities, and accounts, all within your CRM environment.

Distribution & Scheduling

Share dashboards automatically via Excel, PDF, or HTML to keep leadership and sales teams aligned.

Excel Plugin

Use our Excel add-in for seamless, transactional-level reporting powered by your CRM analytics software data model.

Drive Growth With Actionable CRM Analytics Software

Whether you’re enabling your reps, providing visibility to executives, or making data-driven decisions, SplashBI’s CRM analytics software delivers what you need:

Pre-built reports and dashboards that go live in days, not weeks.
Unified visibility into pipeline health and revenue forecasts.
Real-time tracking of KPIs across teams, territories, and stages.

Spend less time building reports and more time driving revenue with a CRM analytics software designed for speed, scalability, and accuracy.

Key Factors in Selecting CRM Analytics Software

When evaluating the best CRM analytics software for your organization, consider:

Ease of Use: Look for no-code CRM analytics software that allows non-technical users to build dashboards and reports.
Integration Depth: Ensure seamless connectivity with Salesforce, HubSpot, Oracle CX, and other CRM systems.
Predictive Capabilities: Choose a tool that transforms CRM data into forecasting insights, not just visualizations.
Scalability: Your CRM analytics software should grow with your pipeline and user base.
Governance and Security: Enterprise-grade compliance like SOC2 and ISO certifications are essential.