Critical Numbers are your company’s heartbeat; they need to be accurate, up-to-date and highly visible.
Increase focus on what matters with accurate and up-to-date numbers with the Scoreboard-Salesforce integration, which feeds your Critical Number updates directly from your Salesforce reports.
Sync any Critical Number to any Salesforce report metric. Keep your dashboard metrics automatically updated and transparent for your team.
Track your most important metrics, such as:
- Sales Pipeline
- Active Leads
- 3-month Trailing Win Rate
One Salesforce user authentication unlocks all your reports for your whole Scoreboard team. No new licenses or reports needed.
The integration is flexible enough to handle almost any report and metric type in Salesforce, and takes into account all existing filters on reports in the Public Folder.
Don’t let the automation cause your team to lose focus on the Critical Number. Instead, use your time saved to provide insight. With Critical Number Notes, you can add the why behind the update, allowing you to level up on the data most important to your business.
Already a Scoreboard User?
The Scoreboard-Salesforce integration is available now! For more information and how to connect your account, check out the FAQ Page or the video below: