We build Salesforce dashboards your team uses: a homepage dashboard for each rep with their numbers and activity, manager and executive views across the team, and KPI dashboards built as Lightning Web Components when standard dashboards cannot show what you need.
900+ integrations completed · Salesforce partner · We sign BAAs
How we build your dashboards
The KPIs each rep, manager and executive is measured on
Fields, stages and lead sources cleaned up so the numbers are right
Reports grouped by rep, team, source and time period
Standard dashboards, or Lightning Web Components for custom views
Set as homepages, shared by folder, and checked for every user
Standard Salesforce dashboards cover a lot. They stop at things like daily and weekly sections side by side, notes on a chart, live data from other systems, or a layout that matches how your team talks about its numbers.
We build those as Lightning Web Components on the dashboard or homepage: KPI dashboards with annotations, sales performance with daily and weekly sections, month-over-month views, territory heat maps and a live call queue from CallTrackingMetrics.
Rep dashboards are cloned for each user and set as their homepage, with folder access so each person sees what they should. Managers get the team view, executives the summary, and admins a dashboard grouped by user.
What's included
A personal dashboard for each rep, set as their homepage, with their pipeline, tasks and activity.
The team's pipeline, activity and results by rep, for the people who coach them.
Leads, forms, calls and revenue in one summary for leadership.
Custom dashboards built as Lightning Web Components, with annotations, daily and weekly sections and month-over-month.
An All Activities widget and daily activity reports for every user, with inbound and outbound tracked.
Calls by rep and source, missed calls, and a live queue widget from CallTrackingMetrics.
Accounts and results by territory, shown on a heat map.
Amounts by owner and by month or quarter, for commission and forecasting.
Dashboards shared by folder, cloned for new users, refreshed on a schedule, and old ones cleaned up.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
One bar per rep. Green on target, amber and red behind. The goal maths shown in the header. (client dashboard, names replaced)
Admits as a share of each rep’s leads and opportunities. One bar per rep. Colour shows who is behind. (client dashboard, names replaced)
In-person and virtual meetings counted. One bar per rep. Colour shows who is behind. (client dashboard, names replaced)
Six charts, one per measure. A three-month average line on each. Same months across every chart. (client dashboard, names replaced)
Calls, video calls, face-to-face, events, emails, and tours. One chart per activity type. Month by month. (client dashboard, names replaced)
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. We look at the numbers your reps and managers are measured on and show you what a dashboard for each of them would look like.
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How it works
We look at your current reports and what each role needs to see.
Priced by project, not by the hour. You approve before we start.
Reports and dashboards built, then checked against the data for every user.
Homepages set, access shared, and new dashboards added as you ask.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Layouts like daily and weekly sections side by side, notes on charts, heat maps and live data from other systems such as a call queue. We build those as Lightning Web Components.
Yes. We clone a rep dashboard for each user, set it as their homepage and share it so they see their own numbers.
Yes. Calls from CallTrackingMetrics or CallRail are logged in Salesforce, so they report by rep and source, and a live queue widget can sit on the dashboard.
Yes. We clean up the fields, stages and lead sources the reports depend on before we build on them.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
