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Yesware: Reports & Dashboards for Salesforce

Instantly visualize what’s working across your team.

Overview

Click “Get It Now” to install 4 free reporting dashboards by Yesware. Visualize email, call and calendar activity across your sales team. See how their activity leads to outcomes like meetings booked and closed-won revenue when you install this app.

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  • Yesware’s core purpose is to empower humans to build lasting business relationships. Our sales enablement software acts as your co-pilot throughout your pre and post sales process.

  • We have developed this reporting, native within Salesforce, to quickly visualize what's working across your team. These reports and dashboards are completely FREE for you and easy to set up.

  • If you experience any issues, contact support@yesware.com for immediate assistance. We look forward to working with you and supporting your growth in the years ahead.

Here are frequently asked questions below: WHY INSTALL THIS PACKAGE? We designed these dashboards to work for you immediately upon installation without any configuration required. You will gain access to 4 dashboards with a total of 40 reports. WHAT REPORTS AND DASHBOARDS ARE INCLUDED? - Activity Dashboard includes 12 reports - Templates Dashboard includes 12 reports - Campaigns Dashboard includes 6 reports - Meetings & Opportunities Dashboard includes 6 reports HOW DO I SYNC ACTIVITY TO THE DASHBOARDS? Simply install Yesware at yesware.com/sign-up. Do this for yourself and your team of users. Yesware integrates with Gmail & O365. In your preferences, you’ll need to connect your Salesforce account.

Categories

Business Needs
Dashboards & Reports
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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package

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