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.

Your FREE, unrestricted 30-day trial starts here