Salesforce Pipeline Dashboard & Real Time Sales Dashboards | Geckoboard
Boost sales team performance with real‑time Salesforce dashboards
Give your team a shared, real-time view of Salesforce performance so everyone, from reps to leadership, can see what’s happening as it happens, without waiting on manual updates.
Real-time Salesforce data alongside 90+ other tools
- Connects in one click
- Live in minutes
Trusted by 1,000s of sales teams
We started to see the effort metrics go up and with this, we’ve also seen outputs increase too. More than anything, we’ve seen excitement.
Matt Dubois, Director of Sales Development Representatives at Pearl
Putting numbers in front of the team has really increased awareness. They care — they don’t want to be in the red! It really pushes them forward to lift each other up and push themselves.
Adam Martoccia, e-Support Manager at Morris-Jenkins
Your Salesforce pipeline dashboard, always up to date
Salesforce holds your pipeline data, but most of your team can’t access it. Geckoboard puts your live pipeline on a shared dashboard: visible to every rep, manager, and exec without needing a Salesforce license or waiting for someone to run a report.
Open opportunities by stage. See exactly where deals are in your pipeline at any moment
Pipeline value vs target. Track whether you’re on course to hit the quarter
Deals closing this month. Keep the team focused on what needs to close now
Rep performance against quota. See who’s ahead, who needs support, without a single report
See data from 90+ sources alongside Salesforce data
Connect phone systems, ticketing software, databases, and other tools to see all your most important data in one place.
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Focus attention on the metrics that matter
Create dashboards that focus on every aspect of your sales operation, from company-wide targets to individual rep performance.
Stay on top of your pipeline
Monitor pipeline health and revenue targets in real time, making quick adjustments to keep deals moving.
See your full sales picture
Combine Salesforce data with marketing analytics to get a complete view of performance across the funnel.
Bring all your revenue streams together
Display Salesforce metrics alongside data from other sources for a single view of how the business is performing.
Turn data into action
Geckoboard’s dashboards are clear, engaging, and built for impact, making it easy for sales teams to understand key metrics and respond in real time.
Goals & status indicators
Highlight when performance is on track or something needs attention.
Comparisons
Show how performance has changed over time.
Leaderboards
Motivate teams with real-time rankings.
Dig deeper with interactive view
Need more context? Drill into KPIs to quickly investigate, see which tickets are involved, and export ticket data as a CSV for further analysis.
Customize to fit your brand
Get your dashboard looking on-brand with full control over dashboard colors and logo.
Share Salesforce data with your team
Make it easy for teams and stakeholders to access up-to-date Salesforce data, wherever they’re working from. No extra Salesforce licenses required.
Display on TVs
Instantly turn any office TV into a live wallboard. Control what’s displayed, right from your laptop.
Scheduled snapshots
Schedule screenshots of your dashboards to automatically send over Slack, Microsoft Teams or email.
Share a link
Open live dashboards from any web browser.
Custom notifications
Get instant alerts in Slack and Microsoft Teams when key metrics shift, so your team never misses a beat.
Expert help, whenever you need it
With years of experience, we’re here to help you get the most from real-time data.
The Geckoboard support team has been outstanding, even implementing a missing metric for us in record time. Exceptional service.
Katharina Stauder, Customer Support Coordinator at Probonio
Every conversation I’ve had has been top-notch. Best dashboard tool for Zendesk by far!
Felix Starzer, Senior Director of Customer Care at Staffbase
The Geckoboard team is incredibly supportive, helpful, and professional. They always provide real support to the end user.
Barry O’Connell, Head of Customer Service at Gifts Direct
Geckoboard team are also fantastic. On hand and quick to reply if any issues. Can’t recommend more!
Graham Paddon, Head of Customer Experience at Simba Sleep
Geckoboard vs Salesforce reports
Salesforce reports are built for deep analysis. Geckoboard is built for live, team-wide visibility.
Salesforce reports
| Feature | Salesforce | Geckoboard |
|---|---|---|
| Built for managers to analyze | ✅ | |
| Purpose-built for teams | ✅ | |
| Takes time to master | ✅ | |
| Easy and intuitive | ✅ | |
| Visualizes Salesforce data only | ✅ | |
| See data from 90+ sources | ✅ | |
| Requires a Salesforce license | ✅ | |
| Share with your whole team | ✅ | |
| Access on desktop | ✅ | |
| View on mobile | ✅ | |
| Refreshes on demand | ✅ | |
| Refreshes every few minutes | ✅ |
FAQ
What Salesforce metrics can I track?
Geckoboard’s Salesforce integration works with your existing Salesforce reports. Any metric you’ve already set up in a Salesforce report can be visualized on a Geckoboard dashboard. Popular metrics include:
- Pipeline: open opportunities, pipeline value, leads by stage, forecast revenue, weighted pipeline
- Performance: deals closed, revenue closed/won, win rate, average deal size, sales cycle length
- Activity: calls made, emails sent, meetings booked, tasks completed, activities by rep
- Leaderboards: top performers by revenue, opportunities closed, or activity
The best way to check if a specific metric is supported is to try it for yourself. Alternatively, ask our friendly support team.
How do I connect Salesforce to Geckoboard?
It’s straightforward to connect Salesforce and Geckoboard without any technical knowledge. Sign up to Geckoboard, select Salesforce from the list of data sources, and you’ll be prompted to log in to your Salesforce account and authorize the connection. Geckoboard then pulls data directly from your existing Salesforce reports. No extra setup required.
What sort of dashboards can I create?
Geckoboard is ideal for creating a real-time view of sales metrics that you, your reps or stakeholders should be regularly monitoring. This can include data from several Salesforce reports and other sources too.
Examples might include dashboards for monitoring progress towards a revenue target, rep leaderboards, pipeline health, or a mix of all three. For inspiration, check out our Salesforce dashboard examples.
How real-time is Geckoboard’s Salesforce integration?
Salesforce widgets refresh every few minutes by default. See this help article for refresh rates of all our data sources.
Can I connect multiple Salesforce accounts?
Absolutely, and you can add metrics from different Salesforce accounts to the same dashboard too.
What sort of support does Geckoboard offer?
Geckoboard is designed to be easy for anyone to use without any training or complicated setup.
To help along the way, we’ve put together useful articles answering common questions, and for anything else, our friendly and knowledgeable team is on hand 24/5 to help you succeed with your dashboards, whatever time zone you’re in. Pro and Enterprise plans offer even snappier support, with priority support and dedicated support reps available.
How much does it cost?
You can try Geckoboard completely free for 14 days by signing up for a free trial — no payment details required. Plans then start from $119/month, with options for more dashboards, users and TVs on your account. View our pricing here.
Ready to get started?
Connect your Salesforce account and build your first dashboard in minutes.
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