Actiondesk

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Salesforce

Access your Leads, Contacts, Opportunities, Cases, Accounts, or Campaigns, explore it and analyze it using a spreadsheet interface

Import all your data: your custom objects as well as all the standard objects (leads, accounts, contacts, opportunities...).

Salesforce: won / lost opportunities cohort analysis

Understanding your funnel is fundamental. If you use Salesforce as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, w

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Salesforce: sales representative custom dashboard

We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.

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Salesforce: custom funnel report

We'll build a simple funnel report listing for each month using the following metrics: number of new opportunities, new contacts, opportunities won and lost.

Learn More →
The Advantages

Key Benefits

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What We're Hearing

Customer Testimonials

Jeffrey Lunt

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This is  the data analytics tool we have been waiting for!

Jeff lunt, Marketing director
@ metro men’s health

“I honestly love this tool, I’ve used it to create reports based on HubSpt data that our marketing team has been looking for years now. We have some unique data needs working between departments and actiondesk, thanks to its spreadsheets interface, enables us to customize easily our metrics and calcutations. And once the reports are built, it updates automatically which makes it so long as the data input is good you never have to worry about adjusting or exporting!”

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The answer to our reporting problems

Beth goulet, Marketing director
@ edmit

“My entire team is thrilled about Actiondesk. It’s incredibly easy to set up and use. Having the power of a spreadsheet with the integration of importing data from multiple sources that will automatically refresh has instantly solved all of our reporting problems.”

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Use Cases Actiondesk x Salesforce

Salesforce: custom funnel report

We'll build a simple funnel report listing for each month using the following metrics: number of new opportunities, new contacts, opportunities won and lost.

Create this report with my data →

Salesforce: sales representative custom dashboard

We'll build a simple spreadsheet that will let you change the name of the sales representative and see the opportunity amounts lost and won each month.

Create this report with my data →

Salesforce: won / lost opportunities cohort analysis

Understanding your funnel is fundamental. If you use Salesforce as a CRM, with Actiondesk, you can easily run a cohort analysis and understand for each month, w

Create this report with my data →
Create My First Report
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