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Yesware: Reports & Dashboards for Salesforce

By Yesware, Inc.

Instantly visualize what’s working across your team.

Free  

Never requires payment

Try It
Business Need
Dashboards & Reports
Requires
Sales Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer

App Details

Version
Yesware Reports & Dashboards/Winter 2024 2.10.0
Listed On
11/13/2019
Latest Release
11/29/2023
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 5
Custom Tabs: 0
Custom Apps: 0
Lightning Components
Global: 0
App Builder: 0
Community Builder: 0
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.

Additional Details

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.

Need help?

Yesware, Inc.

Boston, MA (USA)

Support Phone1-855-YESWARE
Other ResourcesEmailTerms & Conditions