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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.


 
 
 
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