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LeanData Routing Reports
Out-of-the-box Salesforce reports for revenue leaders. Optimize faster.
Overview
Give leaders insight into how your revenue process is performing. Skip building reports from scratch, and optimize your processes by using out-of-the-box reports that pull from LeanData metrics and routing results.
60+ pre-built reports, dashboards, and report types— including the Time-to-Action Dashboard with extended SLA timer metrics from LeanData's Track SLA node. Track SLA compliance and time-to-action beyond the formal SLA window, right out of the box.
Understand how records are distributed and acted on— pre-configured Salesforce reports show routing volume, ownership, and outcomes without starting from scratch.
Show LeanData's value to leadership— dashboards that make routing performance and revenue impact easy to show stakeholders.
Find what to improve— get the insights to optimize performance across your revenue teams fast.
Out-of-the-box Salesforce Reports and Dashboards, plus pre-built custom report types: • Time-to-Action Reports & Dashboard (SLA compliance + extended timer tracking) • Log Object Report & Dashboard (routing volume, ownership, outcomes) • Round Robin Pool Reports (members, managers, settings) • Territory Geo Report • CC Inserted Object Reports (Hold Until / time-based routing) • Scheduling Reports (Meeting Log + Authorization Status) • Journeys Reports & Dashboard (Journey activity, members, and signals — with opportunity attribution) Gives sales and ops leaders clearer visibility into key revenue processes and time-to-action. Saves the time of building reports from scratch, so ops teams can build more efficient processes and demonstrate LeanData's value to their organization. Every report is easy to adjust — clone any report type, each built on LeanData's reporting objects, and customize freely.
LeanData Inc.'s Achievements
Categories
- Business Needs
- SalesLead & Opportunity ManagementDashboards & Reports
- Industries
- Financial ServicesHigh TechManufacturing
- Personas
- Business Operations ManagerBusiness UserMarketer
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package