AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Sales Cloud Command Center: Prebuilt Reports & Dashboards

Accelerate decision-making with ready-to-use Salesforce Sales Cloud reports

Overview

  • Instant Visibility Visual Dashboards Sales Acceleration Better Prioritization Ready for Teams

The Sales Cloud Insights: Standard Reports & Dashboards app delivers a ready-to-install package of Salesforce reports and dashboards built on standard objects like Accounts, Contacts, Opportunities, Leads, and Cases. No setup or customization needed—install and get instant access to critical metrics. The app provides a consolidated, visual view of your sales and support performance using native Salesforce components. Track lead quality, opportunity movement, account engagement, and customer service effectiveness through intuitive charts, tables, and KPI indicators. Dashboards include: • Growth insights from new Accounts and Contacts. • Pipeline visibility with Opportunities by Stage and Closed Won trends. • Lead prioritization based on Ratings. • Support tracking through Case status breakdowns. • Alerts on neglected Accounts, stuck Opportunities, and past-due Activities. Each report is permission-ready and exportable in Excel format—perfect for cross-functional collaboration, reviews, and executive reporting. Whether you're a Sales Manager, Account Executive, or Customer Success Lead, these insights drive better forecasting, follow-through, and performance tracking.

Categories

Business Needs
Analytics
Industries
Automotive
Financial Services
Manufacturing
Personas
Administrator
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

More from Envision eCommerce Inc. DBA Envision

  • by Envision eCommerce Inc. DBA Envision
    Envision is your trusted Salesforce partner. With our expertise in CRM & eCommerce domains, we provide seamless digital transformation maximizing the ROI. We are experts in implementing & supporting solutions catering to varied industries.
  • by Envision eCommerce Inc. DBA Envision
    360° Support – Smart Customer Support Analytics & Dashboards is a fully secure ready-to-install Service Cloud package that empowers customer support agents with instant data insights and dashboards on Cases, User Journeys, and Accounts.