Customized Salesforce Dashboards, Forecasts, Reports and Attribution

Native & Custom Salesforce dashboards, forecasts, sales enablement and closed loop attribution that turns data into insights and action

See, Visualize and Impact What Drives Pipeline Across Both Marketing and Sales Funnels

Gabriel Sales builds custom Salesforce dashboards, reporting, forecasting, and attribution natively inside Salesforce and Account Engagement (formerly Pardot) so marketing and sales leaders can finally see what drives pipeline to align sales and marketing, improve decisions and improve attribution. We unify, clean and connect data across systems into one trusted view of performance, conversion, and ROI. All customized for how you sell. Most engagements start with a free health check

For Sales Leaders
For Marketers
For Sales Rep Enablement

The Challenge

“Why don’t my dashboards, reports and forecasts tell me what’s actually working?”

You have campaigns running and pipeline moving, but the reporting doesn’t add up. The numbers live in different systems, they don’t agree, and the sales forecast is really an educated guess. Marketing can’t prove which programs influenced revenue, and sales leaders are managing a quarter they can’t clearly see.

You’re not alone: fewer than half of sales leaders are confident in the accuracy of their forecasts, and only about a third of sales professionals fully trust the data (Salesforce State of Sales). When Account Engagement and Sales Cloud are correctly configured the data you need already exists. It just isn’t connected and visualized for the decisions you have to make.

The Solution

We Know How to Support Both Sales and Marketing

We know how to support and serve both sides of the funnel. One source of truth for customized lenses.

For Sales Leaders:

  • See pipeline and forecast in real time
  • Monitor activity and performance by team and rep
  • Track lead-to-opportunity and stage-to-stage conversion
  • Evaluate, replicate & coach best practices/tactics

For Marketers:

  • Track KPIs and customer lifecycle
  • Evaluate ROI and prove campaign influence
  • Attribute pipeline and revenue back to source and content
  • Clean UTM and lead-source tracking
  • Understand and share marketing’s impact

For Frontline Sales Reps: 

  • Give reps prioritized lead views
  • Sales ready alerts
  • Clean line of sight into activities that close deals
  • Next steps and next actions

For Sales Leaders

Monitor and Manage Your Sales Funnel Real-Time with Dashboards, Activity Reports, Forecasts & Custom Dashboards that Impact Your Results

Unlock the full power of Salesforce and your data to lead your team with increased effectiveness. Monitor your teams activities, tasks and production to increase conversions. Forecast your funnel confidently in real time.

We customize these tools to your unique sales process to improve your ability to manage reps and marketing more effectively, make smarter decisions and forecast with increased accuracy.

From pipeline insights, to specific activities focus and strategic pivots we help you leverage data to sell faster, sell smarter, coach to impact and sell more effectively.

  • Executive dashboard tailored to you process
  • Sales and opportunity forecasting
  • Sales activities by team and rep
  • Sales performance by team and rep
  • Lead to opportunity conversions
  • Sales and activity to KPIs & ROI
  • Lead and sales stages results
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For Marketing Leaders

Access Insights, Maximize Results, Measure Attribution and Share Your Success Faster

Measuring the impact of your work and Increase your ability to share that story with the stakeholders you serve are both key ingredients to your success. With multiple systems and continuous campaign motion its not always easy to to visualize the results and share the impact of your teams hard work across the organization.

We help you unlock the full functionality of your systems to produce a unified view of your data across your marketing and sales funnels. And make it easier for your team to track and share marketing KPIs, measure ROI, and attribute campaign-influenced sales funnel impact with revenue.

  • Lead source performance
  • Campaign performance
  • Asset performance
  • Top of funnel impact
  • Revenue impact
  • Content and campaign impact
  • Closed loop attribution
  • Campaign to sales stage attribution
  • Campaign to sales attribution
  • Lead scoring
  • Clean & prioritized lead hand off from marketing to sales

For Sale Reps and Sales Enablment 

Enable Sales to Increase Your Sales’ Teams Bandwidth and Their Effort to Impact with Prioritized Leads & Scored Leads, Insights, Activity Tracking and Improved Connected Tools

Make your hand off from marketing to sales seamless with pre-qualified, prioritized leads. Set hard activity, conversion and revenue targets. Share more lead intelligence and make it easier to connect with a buyer ready to buy.

Never miss another sales opportunity. Our frontline sales operations experts will help your sales team leverage Salesforce, Marketing Automation and 3rd party integrations with:

  • Predictive lead scores
  • Prioritized leads lists
  • Sales ready alerts
  • Custom scheduled outreach workflows
  • Buyer insights
  • Triggered campaigns
  • Sales automations
  • Integrated connection and scheduling tools
  • Activity goals and target dashboards
  • Advanced segmentation
  • Required activity notifications
Schedule a Consultation

Salesforce & Automation Implementations

Dashboards Created

Technology Optimizations

How it Works

Define Your Success Criteria

We learn your business, sales process, sales cycle, team, and the exact decisions you need the data to support.

Audit Your Data & Systems

We review what’s reportable today, what’s broken, and what’s missing across your systems.

Build for Your Processes & Users

We design the dashboards, reports, forecasting and attribution around how you actually sell and for specific end users (with cross pollination available from our library of best practices).

Enable & Adopt

We train your team so the dashboards are trusted, adopted and used.

Ongoing Governance & Support

As you adopt we grow with you to ensure ongoing data governance and increased adoption.
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Who Delivers It

Built by certified Salesforce administrators and senior data and reporting specialists who have produced thousands of dashboards across B2B. Your dashboards, reports, forecasts and attribution solutions are built by seasoned professionals who understand both the technology and the revenue decisions it informs. Meet the team →

Next Step to Learn More

Not sure where your dashboards, reporting & attribution stands?  Don’t know whats possible? Start with a free Dashboard Health Check. A 15-to-30-minute review of your Dashboards, Reporting and Data. If we are confident we can help we’ll share whats possible and the fastest path to dashboards you can trust.

 

FAQs Salesforce Dashboards, Forecasts, Reports and Lifecycle Attribution 

What dashboards can you build in Salesforce?

Executive, sales-manager, marketing, and rep-level dashboards. Covering pipeline, forecasting, activity, conversion, lead source, and campaign performance. All customized to your stages and sales process.

Can you connect data from Account Engagement and other tools?

Yes. We unify data from Salesforce Sales Cloud, Account Engagement (Pardot), and third-party tools like ZoomInfo, LinkedIn Sales Navigator, and Salesloft into one trusted view, so your reporting reflects the whole funnel.

What is closed-loop attribution and why does it matter?

Closed-loop attribution connects every closed deal back to the marketing and sales touches that influenced it. It matters because it shows which programs actually drive revenue. This enables marketing and sales alignment so you can invest in what works.

How long does a dashboard build take?

Once your data is connected most builds take day or a few weeks, not months. We scope the work after a short review of your systems and the decisions you want the data to support/enable.

Do we need clean data first?

Not necessarily. We assess your data during the build and flag anything that would undermine your ability to trust the numbers. If a deeper cleanup is warranted, we’ll tell you. We’d rather fix the foundation than build dashboards on data you can’t trust.  DATA HYGIENE LINK.

How is this different from native Salesforce reports?

Native reports show you data; we build decision-ready dashboards designed around your process, connected across systems, and adopted by your team with forecasting, activity tracking, scoring and attribution most teams never set up on their own.