Enhance Your Salesforce Reporting and Analytics with Excel Integration

One-step Salesforce integration with Excel and Power BI that lets you build powerful, accurate, and refreshable reporting for the best decision-making possible.

Analyze and Update Salesforce Data in Real Time Right in Excel With Excel considered the industry-standard spreadsheet application, it plays a crucial role in business analytics. It’s time to make it even more powerful.

• **Capture the Right Salesforce Data: **Pull Salesforce data on demand or refresh on a schedule to make sure reporting and decisions rely on the latest information.
• **Update Data with A Single Click: **Refresh data any time with a single click, or set automatic updates to run according to your business’ specific needs.
• **Easily Transform Data in Excel or Power BI: **Organize and filter data exactly as you need it using all the familiar formulas and tools included in Excel, then refresh automatically or on demand.
• **See More Clearly What Your Data is Telling You: **Pull analysis-ready data into prebuilt Excel dashboard templates or bespoke company reports in minutes.

Features

• Real-Time Data: Access up-to-date analytics on Salesforce data.
• Custom Dashboards: Create tailored dashboards to display key metrics.
• Automated Reporting: Generate reports automatically based on predefined criteria.
• Data Visualization: Visualize data with charts, graphs, and other tools.
• Integration Options: Seamlessly integrate with other business applications for comprehensive analysis.