Sync any Critical Number to any Salesforce report metric. Keep your dashboard metrics automatically updated and transparent for your team.
Track your most important metrics, such as:
- Sales Pipeline
- Active Leads
- 3-month Trailing Win Rate
Static reports in Salesforce can lack trends and context. When Salesforce data is synced to Align, snapshots of reports are taken every 24 hours and added to an interactive, historical graph. Review trends in data you may miss in Salesforce, and annotate the graph with notes to add important context for the rest of your team.
One Salesforce user authentication unlocks all your reports for your whole team. No new licenses or reports needed.
Connect Align to Salesforce in seconds. The integration is flexible enough to handle almost any report and metric type in Salesforce, and takes into account all existing filters on reports in the Public Folder.