Coming soon
Salesforce + clariBI
Use Salesforce data with clariBI today via CSV import. Native connector on the way.
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Native connector coming soon.
You can use clariBI with Salesforce today by exporting your data as CSV or Excel and uploading it. The native integration is on our roadmap.
Use Salesforce with clariBI today
1
Export from Salesforce
Open Reports, run the report you need, click 'Export', then choose 'Details Only' and CSV format.
2
Open "Add Data Source" in clariBI
From your workspace, click the add button in the data sources panel.
3
Upload the CSV
Drag-and-drop your Salesforce report export.
4
Build dashboards
clariBI auto-detects the schema and starts building dashboards immediately.
What you can analyze
- Opportunity pipeline by stage
- Forecast vs actuals
- Account and rep performance
- Lead conversion rates
- Activity and call volume
- Quota attainment
Sample dashboards
Sample dashboard
Pipeline Health
Sample dashboard
Rep Performance Overview
Sample dashboard
Forecast Tracker
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