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Yesware: Reports & Dashboards for Salesforce
Instantly visualize what’s working across your team.
- 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.
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Really pleased with the package
Pros - Easy and quick to install, just a few clicks and it takes approx 5-10 min for the dashboards to be ready in the system - The dashboards themselves are well made and can be used as a template for further customisation (e.g. Users wanting to check their own data rather than having a team overview) - The support provided by Yesware throughout our adoption of the platform has been nothing but outstanding. Cons - Something to watch out for is your custom fields limit on the Activity Object. Yesware will create some on it and, given that the maximum cap that Salesforce allows on the Activity Object is 100, bare in mind before installing or consider if the install is necessary.
Impressive! Instant Visibility.
I was told this would be a few clicks to install and then all we'd have to do is hit refresh on the dashboards to visualize my team's activity. I thought there's no way! Business software is never that easy. It actually was that easy. I now reference the Activity Dashboard on a daily basis. The other dashboards I find myself visiting on a weekly basis to look back on successes or failures from last 7 days. Worth checking out.