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Certinia Financial Management Analytics & Reporting

By Certinia

Intelligent, predictive, and actionable insights

No Ratings
Starting at $40   USD/user/month
Industries
Horizontal Product
Business Need
Analytics
Requires
Platform Cloud
Compatible With
Marketing Cloud Engagement
Platform Cloud

Lead the charge on bringing more revenue to your business with unparalleled business insights generated by analytics and reporting in Certinia. Make data-driven decisions that can expand your business footprint and elevate operational efficiencies.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Platform Cloud
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Marketing Cloud Engagement
Platform Cloud
Salesforce Editions
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
We offer a comprehensive guide for new customers, detailing all necessary requirements. Please reach out to us for additional information.

App Details

Version
Business Analytics/Spring 2025 SP1 2025.201.1
Listed On
04/14/2020
Latest Release
05/06/2025
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.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
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: 4
Custom Tabs: 2
Custom Apps: 3
Lightning Components
Global: 1
App Builder: 0
Community Builder: 0
Languages
Dutch
English
French
German
Danish
Italian
Japanese
Korean
Simplified Chinese
Spanish
Swedish

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.
2023.101.0
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.
03/01/2019

Additional Details

MAKE EVERYONE A GENIUS Lead data-driven insights across your entire services organization with embedded analytics and reporting in Certinia Financial Management applications powered by Salesforce CRM. ANALYTICS FROM OPP TO RENEWAL Analyze millions of transactions in seconds and generate comprehensive business insights based on sales, orders, service delivery, and financial data across the entire opportunity-to-renewal lifecycle. AUDIT TRACEABILITY Automatically build and maintain an audit trail so you can easily drill down into any transaction and answer any audit-related questions. GAIN PREDICTIVE INSIGHTS Leverage analytics and predict business outcomes, such as a customer’s likelihood to churn or the lifetime value of an account. POWERFUL REPORTING Search tens of millions of rows of accounting transactions, including details and context. Create your own reports or choose from financial statement templates including: Trial Balance, Cash Flow Statements (Direct/Indirect), Balance Sheets, Income Statement, Consolidated Statements, and Profitability, Trends, KPI Analysis.

Need help?

Certinia

Austin, TX, United States

Learn more at certinia.com/services/support/.

Support Phone1-877-828-9161
Other ResourcesEmailTerms & Conditions