Data analytics
We turn data from Salesforce and your other business systems into reports your teams can use. Track sales, marketing, service and operations without having to piece everything together in spreadsheets.
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What we can deliver
Build dashboards around decisions such as which deals need attention, why requests are delayed or where stock is running low. Include filters, drill-downs, targets and period comparisons, with clear metric definitions and a route back to the underlying records.
Configure Salesforce report types, filters, formulas, dashboards and subscriptions for sales, campaigns, service and operations. Check record visibility and dashboard running-user settings. Assess CRM Analytics, Tableau or another BI tool when native reports do not cover the required analysis.
Bring together information from Salesforce, ecommerce, mobile apps and other sources so teams can follow a customer journey or business process across systems.
Clean and structure reporting data, agree how each metric is calculated and set up refresh schedules and access rules.
Agree what measures such as revenue, conversion and resolution time actually include. Model dates and relationships so teams can compare periods without double-counting records.
Limit reports to the audiences and records each user may see. Make refresh failures visible, document calculations and help report owners maintain the dashboard after handover.
Where the data supports it, analyse customer cohorts, funnels, recurring patterns and forecasts. Configure thresholds or scheduled reports so useful findings reach the right team. Compare predictions with actual outcomes and show assumptions instead of presenting an estimate as a guaranteed result.
How we approach it
We start with the questions your team needs to answer. Then we check the available data, agree the definitions and build a first set of reports. We review the numbers against source records with your team before adding more dashboards.
How we workNo. We can report on Salesforce data or bring together data from several systems. The approach depends on the sources, access permissions and how often the reports need to update.
Yes. We can review the calculations, filters, data sources and access rules, then fix gaps or simplify reports that are difficult to use.
That depends on the source systems and reporting tools. We agree the refresh schedule for each use case and make the last update clear, so teams know how current the figures are.
Not necessarily. Salesforce reports may cover the requirement, while cross-system or larger datasets can need a BI tool or data warehouse. We assess the data, existing licences, refresh needs and who will maintain the reports before choosing.
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