Data Analysis Helper
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Critical REal-Time Analytics

Data Analysis Helper allows you to browse a collection of ready to use analytic apps and other solutions that are available as separately installed, free and paid add-on extension packages designed to provide insights and notifications. These packages enable your team to track historic performance, spot trends, and identify opportunities for improvement without any involvement from your technology teams.

Since each company is unique, your organization can customize what they want to analyze, how to analyze it, and at what granularity by declaratively modifying the pre-built solutions. Each package includes ready-made dashboards providing at a glance updates for all of your teams and executives allowing for instant decision making.

Available Analytics Packages

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Insights, charts, and notifications at the organizational and representative levels in Salesforce® on a monthly, quarterly, or yearly basis for:

  • Neglected Client Information

  • Average Close Time Of Sales

  • Sales Win Percentage

  • Total Amount For Won/Lost Sales

  • Time Spent Selling

  • Lead Conversion Information

  • Quotes

  • Performance Comparisons

  • Rep Leaderboard


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Insights, charts, and notifications for territories and segments in Salesforce® on a monthly, quarterly, or yearly basis for:

  • Total Amount - Won/Lost Sales
  • Sales Win Percentage
  • Time Spent Selling
  • Product Information
  • Performance Comparisons
  • Territory and Segment Leaderboard
  • Activity & Case Information


Please click here to view current Salesforce® limitations. If you have specific questions on how these limits may affect your usage of our applications in Professional, Essentials, or Group Edition, please contact us.