Lightning Components
Driver Defense Team: Lightning Components & Document Automation
Custom Lightning components, refined automation and an S-Docs integration that improved user experience by 40% and sped up document management by 25%.
Reporting & analytics
Salesforce reports & dashboards
Turn your Salesforce data into decisions. We design real-time dashboards and report sets around your KPIs, so leadership and teams see exactly what matters, and trust the numbers.
- Role-based Lightning dashboards
- Scheduled & automated reports
- Tableau, Power BI & Looker
Dashboards we build
- Executive revenue and pipeline dashboards
- Sales team and rep performance
- Service, case and SLA tracking
- Marketing and campaign attribution
- Operations, finance and payments reporting
Data you can act on
If nobody trusts the dashboard, nobody uses it
Many Salesforce orgs have hundreds of reports and still cannot answer simple questions. Inconsistent fields, missing data and confusing dashboards push people back to spreadsheets.
We start with the decisions you need to make, then fix the data and fields behind them and build focused dashboards for each role. The result: fewer reports, clearer numbers and leaders who check Salesforce first.
Reporting help makes sense if…
- Leaders still ask for numbers in spreadsheets
- Reports disagree with each other
- Dashboards are cluttered or out of date
- You need data from several systems in one view
What we offer
Reporting & dashboard services
Accurate data, clear visuals, real adoption.
Our process
Our analytics process
From KPIs to dashboards your team actually opens.
Requirements
We agree which KPIs matter most for each department.
Data mapping
We audit the data model, fields, relationships and visibility needed for reporting.
Design & build
Dashboards and report sets built for each role and function.
Review
We check accuracy, usability and clarity with stakeholders and refine.
Go live & enablement
Users trained on filters, drill-downs and subscriptions.
Proof, not promises
Custom reporting in action
Including a custom Salesforce forecasting dashboard built as a Lightning component.
Video demoLightning Components
Salesforce Custom Knowledge Base
Discover how our custom Salesforce Lightning component transforms the Knowledge Base with advanced search, filtering, favorites, and ratings — all fully native…
Video demoLightning Components
Salesforce Custom Forecasting
Discover how our custom Salesforce Lightning component transforms sales forecasting with flexible filters, quota management, and real-time pipeline insights.
FAQ
Reports & dashboards FAQ
Can you build dashboards that combine data from several systems?
Yes. Through integrations or tools such as Tableau, Power BI and Looker, we can bring data from Salesforce and other systems into one view.
Why are our Salesforce reports inaccurate?
Usually because of inconsistent data entry, unused or duplicate fields, or missing validation. We fix the underlying data and fields, not just the report.
Can reports be sent automatically?
Yes. Reports and dashboards can be scheduled to arrive by email or Slack on a regular cadence.
Can you build a custom dashboard Salesforce does not support natively?
Yes. When standard dashboards are not enough we build custom Lightning components, like our custom forecasting dashboard.
Explore more
Related Salesforce services
Free discovery call
Bring your business data to life
Tell us what decisions you need to make. We will show you how Salesforce dashboards can support them.