Dashboard metrics are your company’s heartbeat; they need to be accurate, up-to-date and highly visible. Increase focus on what matters with the Align-Salesforce integration, which feeds your Critical Number dashboard directly from your Salesforce reports.
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.
Not already an Align user?
Request a Demo to learn more about how Align can help your team improve communications and increase productivity in an average of 6 minutes a day. Or, test-drive a sample account right now.
Already an Align User?
The Align-Salesforce integration is available now! For more information and how to connect your account, check out the FAQ Page or the video below: