Yesware
Reports & Dashboards for Salesforce
By Yesware, Inc.Dashboards & Reports
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Free
- Listed since
- 2019
About Yesware
Instantly visualize what’s working across your team.
Here are frequently asked questions below:
WHY INSTALL THIS PACKAGE? We designed these dashboards to work for you immediately upon installation without any configuration required. You will gain access to 4 dashboards with a total of 40 reports.
WHAT REPORTS AND DASHBOARDS ARE INCLUDED?
- Activity Dashboard includes 12 reports
- Templates Dashboard includes 12 reports
- Campaigns Dashboard includes 6 reports
- Meetings & Opportunities Dashboard includes 6 reports
HOW DO I SYNC ACTIVITY TO THE DASHBOARDS? Simply install Yesware at yesware.com/sign-up. Do this for yourself and your team of users. Yesware integrates with Gmail & O365. In your preferences, you’ll need to connect your Salesforce account.
Highlights
- Yesware’s core purpose is to empower humans to build lasting business relationships. Our sales enablement software acts as your co-pilot throughout your pre and post sales process.
- We have developed this reporting, native within Salesforce, to quickly visualize what's working across your team. These reports and dashboards are completely FREE for you and easy to set up.
- If you experience any issues, contact support@yesware.com for immediate assistance. We look forward to working with you and supporting your growth in the years ahead.
Screenshots
Image 1 of 7
Pricing
Free.
Compatibility
- Requires
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Languages
- English
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