Top 9 Salesforce Reporting Tools for Data-Driven Insights

Salesforce has gained in popularity as one of the most comprehensive CRM platforms. However, when it comes to reporting, Salesforce lacks some key features required to make the most of your data-driven insights.

For example, Salesforce reporting doesn't provide customization and it requires tedious manual data entry. Salesforce reporting tools offer an easy fix.

Here are the key things to know about Salesforce reporting tools:

• Salesforce’s reporting features require manual effort. Users can only create four types of reports (tabular, summary, matrix, and joined reports). Even on the Enterprise Edition, you can send only up to 200 reports per month.
• Salesforce reporting tools such as Integrate.io, Tableau, and Domo can help bridge the gap in Salesforce’s reporting capabilities.
• The best Salesforce reporting tools can help teams make the best use of their CRM data. For example, teams can draw on insights to generate more quality leads and understand customer preferences.
• Choosing the right reporting tool offers various benefits, including automated data entry, more visualization options, and customized reports and dashboards.
• When selecting a Salesforce reporting tool, consider the feature set, support, and your company’s budget.

In this guide, we explore the top Salesforce reporting tools so you can draw meaningful insights and make smarter decisions.

What Are Salesforce Reporting Tools?

Salesforce reporting tools help extract, organize, and report Salesforce data. They help migrate data from the Salesforce database to a platform that offers in-depth reporting and analytics.

Some common features of a Salesforce reporting platform include:

• Customized dashboards
• Data visualization in various formats
• Multiple types of reports, such as sales performance and bottom-line growth

How to Evaluate Salesforce Reporting Tools

When evaluating Salesforce reporting tools, there are four key things to consider: feature set, ease of use, price, and customer support.

Features

Look for features that fulfill your reporting needs. For example, do you need to export reports in a specific format? Ensure the tool you choose can do so. You'll also want to ensure the reports are comprehensive yet easy to understand.

Also, consider if the tool integrates with the tools in your tech stack, such as business intelligence software.

Ease of Use

Choose a Salesforce reporting tool that makes creating reports easy, even for non-technical users. The best reporting tools are low-code and help extract and relay data without technical expertise.

Price

Look for a Salesforce reporting tool that offers value for money. Don’t go with the most expensive or cheapest tool—pick a tool that fulfills your reporting needs and matches your budget.

Customer Support

Good customer support is mission-critical. If you need help using the reporting tool, you shouldn’t have to wait for hours for a support rep to respond to your ticket. Live chat and on-call support are the best options.

1. Tableau

Rating: 4.3/5 (G2)

Key Features:

• Easy to use
• Built-in integration to embed Tableau visualizations into Salesforce
• Data blending across Salesforce modules

Tableau is a popular Salesforce reporting tool that helps create interactive dashboards using data from Salesforce and other sources. The reporting tool offers plug-and-play report templates, so you can get started quickly. This is great for teams that are just getting started with data analysis.

To get all of the benefits of Tableau, you'll need a Creator account, which will cost you $70 per user/month.

2. Domo

Rating: 4.4/5 (G2)

Key Features:

• 1,000+ connectors with popular business apps
• Mobile alerts when someone hits quota or starts to lag behind
• Cross-object reports

Domo connects Salesforce data with other platforms, like business intelligence tools. With Domo’s data filtering, you can filter data to find the information you need without creating a separate report. This, combined with the ability to view what the Salesforce data looked like on a historic date, provides deep insights.

Domo only offers custom pricing based on the source system types, the number of licenses, the volume of data, and company size.

3. Klipfolio

Rating: 4.5/5 (G2)

Key Features:

• User-friendly visualization
• Unlimited users
• Share dashboards using permalinks or as PDF, JPG, or CSV

Klipfolio is a great data analytics tool for low- to moderate-complexity visualizations and dashboards. It connects with a wide range of data sources and can handle several formats, including JSON.

You can allow team members restricted access using shared or permalink dashboards—no login required. Alternatively, you can share dashboards in PDF, JPG, and CSV formats.

Klipfolio has a limited free version. Paid plans start at $90 per month for four editor users.

4. Sisense

Rating: 4.3/5 (G2)

Key Features:

• Combine CRM data with other data sources for actionable insights
• Real-time alert for various KPIs
• KPI widgets for dashboards

Sisense offers sales insights by pulling in data from the Salesforce CRM and other sources. You can create custom dashboards and configure real-time alerts for critical sales metrics.

However, Sisense isn’t a low-code platform. You’ll need someone on the team with technical expertise to set up reporting on Sisense. As for pricing, Sisense only offers custom pricing. You'll need to contact sales for more information.

5. Zoho Analytics

Rating: 4.2/5 (G2)

Key Features:

• 75+ pre-built reports and dashboard
• Track leads by source, status, and ownership
• Predict sales and revenue

The Zoho Analytics Advanced Analytics Salesforce connector helps address the limitations of Salesforce reporting. The platform includes over 75 pre-built reports and dashboards to help you get started quickly.

Zoho Analytics can dissect your CRM data, so you can create complex data sets to create insightful reports. This allows you to create sales funnels, forecast sales, and track win/loss rates.

Zoho Analytics has a limited free version. Paid plans start at $24 per month for two users.

6. Datapine

Rating: 4.6/5 (G2)

Key Features:

• 80+ reporting templates
• Interactive dashboards and a drag-and-drop interface
• AI-based data alerts

Datapine offers centralized and interactive Salesforce report templates that offer KPI-driven insights. Since visualization is Datapine's strong suit, you can easily visualize data such as sales activity and inbound opportunities. The platform can also proactively look for red flags in your data and trigger notifications when needed.

Datapine's pricing starts at $249 per month for one user. You can add more users for $55 per user/month.

7. SplashBI

Rating: 4.5/5 (G2)

Key Features:

• Drag-and-drop dashboard builder
• Share reports and dashboards as a CSV, PDF, or HTML file
• Create cross-object reports or KPIs

SplashBI offers a library of pre-built reports and dashboards. But if you need more flexibility, SplashBI also allows you to create custom dashboards. Unlike most other platforms, SplashBI has an Excel plugin and a mobile app, which is useful for the work-from-anywhere world we live in.

SplashBI only offers custom quotes. If you want more detailed information about pricing, you must contact sales.

8. Whatagraph

Rating: 4.5/5 (G2)

Key Features:

• 95+ templates
• Tailor-made for marketing teams
• Auto-generate reports at regular intervals

Whatagraph is tailor-made for marketing teams. It can help create an extensive, cross-channel marketing dashboard. Whatagraph also allows for generating automated reports.

Whatagraph starts at $223 per month for five users. If you want to pull data from more than 50 data sources, you’ll need to upgrade to the next pricing tier, which costs $335 per month for 10 users.

9. Databox

Rating: 4.4/5 (G2)

Key Features:

• Drag-and-drop interface
• Connects with over 100 business tools
• Automated reports

Databox is a business analytics tool that integrates with over 100 tools, including Salesforce. You can use the drag-and-drop interface to build a dashboard from scratch or use one of the pre-built dashboard templates.

Databox has a limited free version. Paid plans start at $47 per month for five users, but the basic plan only updates data every 4 hours.

Connect Salesforce to Integrate.io for Critical Insights

For a reporting tool to offer valuable insights, it needs data. That’s where Integrate.io can help. Integrate.io is an advanced data integration tool that can help you create data pipelines to your data warehouse from Salesforce.

Integrate.io is an ETL (extract, transform, load) and CDC (change data capture) tool that can send data into and extract data from Salesforce. With Integrate.io, you can pull Salesforce data into other apps, including your business intelligence tool, for insightful analytics.

Once you’ve connected Salesforce and Integrate.io, your team gets consistently updated information, even as you process data in real time. Plus, Integrate's low-code/no-code operation makes connecting disparate data sources simple for all.

Integrate.io’s native Salesforce integration helps migrate data quickly and securely. Or you can use Integrate.io’s data observability features to monitor data, draw data health insights, and detect and prevent data anomalies.

Integrate offers simple pricing to fit your needs. For ETL, the Starter package starts at $15,000 per year and includes unlimited packages, transfers, and users.

With Integrate.io, you can spend more time making data-driven decisions and less time manually migrating data. Schedule a demo to learn more about how Integrate.io can help you improve your Salesforce reporting.

Salesforce Reporting Tools FAQs

Does Salesforce Have a Reporting Tool?

Salesforce has built-in reporting tools, but they can be complex and lack key features. For example, it requires manual data entry. Using a third-party Salesforce reporting tool instead enables you to automate data migration and focus on decision-making.

What Are the Benefits of Using Salesforce Reporting Tools?

Here are the benefits of using Salesforce reporting tools:

• No manual data entry: Most Salesforce reporting tools can automatically pull data to generate reports.
• More customization options: Third-party reporting tools offer more report customization options than Salesforce’s built-in reporting features.
• Scalable: These reporting tools meet your data needs cost-effectively by allowing you to use as many or as few resources as you need.

What Are Some Salesforce Reporting Tool Use Cases?

Here are some common use cases for a Salesforce reporting tool:

• Sales forecasting: Salesforce reporting tools can pull data from Salesforce and forecast the next year’s sales, the first number you need for any budget.
• Marketing campaign analysis: Salesforce reports provide insights into your marketing campaign’s effectiveness by tracking critical metrics like conversion rates.
• Case management: Salesforce reports can help track support tickets. These reports can also provide insights into the most common issues and those that take the longest to resolve.
• Financial analysis: Financial reports created based on Salesforce data can help you understand sales performance, revenue for each product or service, and profitability for each customer.