Explore apps for invoice automationIntegrate CRM with CLM solutions
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?
NEO.UMD - Universal Mini Dashboards
Customizable Salesforce KPIs Dashboard – Boost Visibility & Decisions
Freemium
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal Product
- Business Need
- Sales IntelligenceData VisualizationDashboards & Reports
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudExperience Cloud
NEO.UMD delivers focused, customizable mini dashboards in Salesforce, displaying your KPIs where needed. Solve data overload and accessibility issues with quick, context-specific insights for better decisions and productivity. Set up in minutes.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 2 of 2 Reviews
Top. Top. Top.
This simple App makes my daily work easier by showing key figures right where I need them - on my accounts and my opportunities, but also on my Home. No more need to explore reports for the data I need to know. It's just there in the context where I am working. If you work in sales and want quick insights without distractions, this is a must-have!
Boosting Sales with Visual Data
This app is user-friendly to install and manage, filling a crucial gap in the standard Sales or Service Cloud. Its clean and intuitive interface allows for easy visualization of key report figures, enabling teams to make data-driven decisions without visual clutter. A standout feature is the flexibility to add it as a widget to any record page, including accounts, opportunities, and contracts. This versatility enhances accessibility and boosts productivity. I'm eager to see future widgets, particularly the ability to compare report results and identify trends. This app is a valuable asset for improving data collection efficiency and gaining a comprehensive 360-degree view of customers. Highly recommended!