For Executives & Operations Teams
Salesforce reporting for executives & operations teams
Unaric Reports transforms Salesforce reporting into a strategic asset by providing automated insights, customizable dashboards, and enterprise-wide visibility.
Executive dashboards & performance tracking
Monitor key business metrics with real-time Salesforce data.
- Customize dashboards for revenue tracking, operational efficiency, and strategic KPIs.
- Automate data consolidation from multiple sources for enterprise-wide visibility.
- Identify trends and performance gaps instantly with AI-powered insights.
Automated financial & operational reports
Deliver crucial reports to leadership teams without manual intervention.
- Schedule automated delivery of board reports, revenue forecasts, and financial summaries.
- Export reports in multiple formats, including PDF, Excel, Word, and PowerPoint.
- Ensure compliance and audit readiness with detailed financial tracking.
Custom document generation for operations
Enhance efficiency with automated document workflows.
- Generate contracts, compliance documents, and operational summaries from Salesforce data.
- Maintain consistency with branded templates for reports and executive briefings.
- Reduce administrative workload with point-and-click document creation.
Turn data into insights with AI analysis
Make smarter business decisions with AI-powered analytics.
- Identify growth opportunities, risks, and operational bottlenecks.
- Use AI-generated summaries to highlight key trends in performance reports.
- Optimize resource allocation based on predictive analytics.
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