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Dashboard
Salesforce Dashboard Builder
Turn messy reports into clear Salesforce dashboards with forecast views, activity rollups, and exec-ready summaries.
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Create a Salesforce dashboard with pipeline by stage, renewal forecast, and case backlog trends.Flux Storylines
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Platform perks
One-click import
Authenticate once and auto-sync objects, custom fields, and filters.Template gallery
Start with Sales, Service, or RevOps layouts and tweak charts instantly.Drilldowns
Click any tile to open the underlying records without leaving the dashboard.Sharing controls
Publish read-only links, embed in Slack, or gate access with SSO.Build smarter
1. Mirror Salesforce naming
Use the same field names your reps see so adoption stays high.
2. Group by behavior
Create separate tabs for pipeline, activities, and retention to avoid clutter.
3. Highlight exceptions
Use color rules to call out deals older than 90 days or cases breaching SLA.
4. Schedule recaps
Email a snapshot before weekly forecast calls so everyone arrives aligned.
Great for
Sales leaders
See quota coverage and aging deals without digging into reports.
RevOps
Standardize dashboards across teams and geos.
Support directors
Blend case volume, CSAT, and backlog metrics in one view.