Explore and Visualize Your Salesforce Data in Chartio Analytics

Salesforce analytics visualization graphic

Get Full Visibility into Your Sales Pipeline

Forecast and hit your revenue numbers with confidence. Use Chartio’s modern analytics solution to create dynamic visualizations and custom dashboards. Drill into your Salesforce data or combine with other business data from places like Hubspot, Marketo, or Zendesk to get a complete view into your customer journey.

Explore Your Salesforce Data Today

Note: To connect Chartio and Salesforce, you will first need to create an account with one of our data integration partners.

Go Beyond Salesforce’s Out-of-the-Box Reporting Functionality

1. Extract your Salesforce data via a Chartio integration partner

Create an account with one of our partners who integrates with Salesforce, and then connect that account to Chartio.

2. Build Charts and Combine Data

Build data visualizations unavailable in Salesforce such as maps and bubble charts using Chartio’s drag-and-drop interface.

3. Share and Uncover Insights

Easily share insights, interactive dashboards, custom branded reports and real-time charts across your organization powered by your Salesforce and business analytics.

Create Multi-Dimensional Sales Reports Effortlessly

Compare Salesforce objects like Leads, Contacts, Accounts and Opportunities into one report or metric—no SQL knowledge needed.

See the Capabilities of Our Data Explorer

Chartios advanced pipeline creating a report for analysis

An example Chartio report or dashboard coming together

Build Your Dream Sales Analytics Dashboards

With 15+ chart types and the ability to customize colors and branding, you can visualize CRM data like never before.

See More Dashboard Power

Analyze Information from All Your Tools in One Place

Start making sense of your sales and customer analytics by combining data from Salesforce, Hubspot, Marketo, Google Analytics and the rest of your business applications to understand bigger picture trends.

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Chartio home page to keep all analytics and reports in one place

Can You Get More from Your Salesforce Data?

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Why Salesforce Users Love Chartio

Customizable

Don't use what everyone else is using. Build custom charts, dashboards and reports that matter to you.

Powerful Analytics

Combine data from different systems and perform powerful calculations such as pipeline forecasting, recurring revenue and quota attainment.

Built for Everyone

Intuitively query, analyze and track your key sales metrics in real-time to quickly identify trends, patterns and outliers.

Collaborative

Get everyone on the same page. Quickly and easily share your reports and dashboards with the rest of your team.

Have more questions? Visit our FAQ.

Trusted by Data-Driven Teams

Our Salesforce connection in Chartio gives the executive team the ability to go into our ARR Projections dashboard at any given moment and get a bird’s-eye view on the health of the business.

—Scott Roth, CEO, Jama Software