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LeanData Routing Reports

By LeanData Inc.

Out-of-the-box Salesforce reports for Revenue Leaders. Optimize faster.

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Free  

Never requires payment

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Industries
Financial Services
High Tech
Manufacturing
Business Need
Sales
Lead & Opportunity Management
Dashboards & Reports
Requires
Sales Cloud
Compatible With
Sales Cloud

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.

  • See LeanData in action: Build, track and manage complex workflows on the fly. Stress and code free.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
LeanData Routing Reports/General Availability 1.13.0
Listed On
02/09/2024
Latest Release
06/11/2026
Supported Features
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Lightning Ready
Editable Code
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.6.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
01/12/2024

Additional Details

Out-of-the-box Salesforce Reports and Dashboards, and corresponding pre-built custom report types: • Time-to-Action Reports & Dashboard • Log Object Report • Round Robin Report • Territory Object Report • CC Inserted Object Reporting Offers improved visibility into key revenue processes and time-to-action tracking for Sales Leaders. Saves time building reports and optimizing processes, helping Ops leaders build more efficient processes and demonstrate the value of LeanData to their organization. Easily adjust and customize each report by cloning report types, each built upon LeanData reporting objects.

Need help?

LeanData Inc.

Santa Clara, CA, USA

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