Why focus exclusively on Excel reporting?
- jimbingley
- Sep 28, 2016
- 1 min read

We focus on Excel reporting because it's the most popular reporting choice by sales professionals and there are lots opportunity to make Excel a better reporting tool.
Creating an Excel Report usually goes something like this
-- log into Salesforce.com
-- click thru to reports
-- run report
-- download
-- open download
-- format everything (fonts, size, columns, rows, alignment, dates, currency, etc)
-- maybe add a summary or a pivot table
The format of the report is usually a little unique can't be created by standard reporting tools so folks build hand-crafted Excel reports. It's tedious and time-consuming.
Our product automates every aspect of those hand-crafted reports including
-- downloading the data
-- loading data to Excel
-- formatting exactly as you would (fonts, size, columns, rows, alignment, dates, currency, etc)
-- adding details like color coding, merged cells, totals, other formulas, etc)
-- add autofilter
-- print setup
-- add additional tabs with dashboards, summaries or pivot tables
-- emailing the Excel report on your schedule (daily, weekly, monthly)
The benefit to you is -- no more hand-crafting reports -- saving you time. Getting more value out of your data because we can send you dashboards, summaries and detailed reports allowing you to see trend and insights more easily.