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.
What our customers say
“Invaluable to our company”
“Unaric Reports has significantly streamlined our workflow by automating the production of complex reports that previously required extensive manual effort. The system's flexibility has also enabled us to automate our customer satisfaction surveys, saving time while improving our feedback collection process.”
Xavier Daché, Co-founder, Paris Corporate Housing
Your FREE, unrestricted 30-day trial starts here
