Modules
- Operational reporting
Category
- CRM
Salesforce
The integration
BrightAnalytics connects seamlessly with Salesforce and creates a visual shell over both financial and operational data.
The powerful and clear dashboards provide instant insight into the state of your business and put your operational data in context. Compare performances, build as many top 10s as you like, spot risks and anticipate trends in time. BrightAnalytics’ powerful visualizations allow you to make efficient, well-founded strategic decisions.
In BrightAnalytics, all financial and operational reports are immediately available:
- P&L and B/S
- Cashflow statement and ratios
- Agings and cash forecast
- Consolidation
- Budgetting
- Sales and margin reporting
- HR and billability reporting
And much more!
About Salesforce
Salesforce is a CRM platform that provides solutions for inbound marketing, sales, and customer service.
Connecting valuable data
BrightAnalytics already connects with more than 150 applications, and is creating more all the time! Didn’t find your connector? Let us know and we’ll get right on it!
Other popular connectors
- What is BrightAnalytics?
BrightAnalytics is the most intuitive, reliable and fast management reporting platform that covers all needs on management reporting and consolidation.
- Which reporting modules does BrightAnalytics offer?
BrightAnalytics, the management reporting platform, offers 3 different reporting modules. The basic module covers financial reporting, and can be extended with the cash and/or operational reporting modules.
- How does BrightAnalytics work?
- Connect: BrightAnalytics connects with accounting, ERP and CRM systems, and centralises all data in the BrightAnalytics platform.
- Report: The standard templates in BrightAnalytics are immediately ready for use, but can be fully tailored to suit one’s needs.
- Analyse: The management reports and dashboards offer a wealth of information and immediately provide clear insight into the figures of the entire organisation.
- Engage: The clear reports contribute to a better streamlined business strategy and execution, and ensure transparency within the company.
- How do I connect BrightAnalytics to my package?
This is only possible after contacting one of our customer success colleagues. They create the bridge between customer and business analysts, ensuring that the connection between your packages runs smoothly.