AgentExchange

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

Overview

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.

1 of 10

  • Enhanced Productivity: Quick access to critical data reduces the time spent navigating multiple reports.

  • Improved Decision Making: With contextual KPIs, users have the necessary insights right where they need them, leading to better and faster decisions.

  • Rapid Implementation: NEO.UMD can be set up within minutes, utilizing existing reports, making it a hassle-free addition to your Salesforce toolkit.

NEO.UMD enhances Salesforce on how you view KPIs by providing focused, customizable mini dashboards that integrate seamlessly into your Org. It allows admins to select and display up to four essential KPIs directly where needed, such as home pages, record pages and experience cloud sites. ➊ Data Overload: We minimize screen clutter by allowing only the most relevant KPIs to be displayed, making it easier to focus on what matters. ➋ Accessibility: KPIs are available directly in the context where decisions are made, improving workflow efficiency and decision-making speed. ➌ Enhanced Productivity: Quick access to critical data reduces the time spent navigating multiple reports. ➍ Customization: Admins can tailor dashboards to user's needs with individual labels, icons, and report selections - and all that just within minutes. Experience the power of having the right KPIs available where needed most, and streamline your data-driven decisions with NEO.UMD.

Categories

Business Needs
Sales Intelligence
Data Visualization
Dashboards & Reports
Industries
Horizontal Product
Personas
Business User
Executive
Sales Representative / Manager
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.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

More from NEOMATIC AG

  • NEO.CPO - Customer Portfolio Overview
    by NEOMATIC AG
    NEO.CPO is a Salesforce UI component that optimizes a customer 360 view. It visualises essential elements such as opportunities and contracts. NEO.CPO caters to all industries while offering readily available content tailored for the insurance sector.
    Sales ProductivitySales Intelligence

  • NEOMATIC
    by NEOMATIC AG
    At NEOMATIC, we shape your future together by delivering cutting-edge Salesforce solutions. Harness the power of AI, data-driven insights, and seamless integration to transform your marketing, sales and service processes, all from a partner you can trust.

  • NEO.PRM - Pro-active Sales Partner Management for Insurance
    by NEOMATIC AG
    No Ratings
    NEO.PRM - pro-active Partner Relationship Management (PRM) for insurance sales. Efficiently manage all sales partners, brokers and cooperative sales organizations to identify and leverage sales opportunites.
    Productivity