Turn Salesforce Data Into Clear, Actionable Insight

We help teams get real value from CRM Analytics by building dashboards that surface the right metrics, reduce manual reporting, and give decision-makers the visibility they need — no spreadsheets required.

A Powerful Analytics Platform Built to Help You Lead with Confidence

Salesforce CRM Analytics (formerly Tableau CRM) brings powerful reporting, forecasting, and insight tools directly into your Salesforce instance. It connects your data across teams — giving you better pipeline visibility, resource forecasting, and operational control.

At Ladd Partners, we implement CRM Analytics with a focus on clarity, speed, and business alignment. That means reports that reflect your actual process, dashboards designed for real-world decisions, and scalable architecture that’s easy to maintain.

Analytics Designed for Businesses, Not Just Analysts

Out-of-the-Box First

Out-of-the-box functionality keeps your dashboards lean, fast, and future-ready — with no over-customization.

Start with What Matters

We help you define key metrics, KPIs, and audience needs before building anything — so every report serves a purpose.

Automate What You Can’t Track Manually

From revenue forecasts to backlog metrics, we create calculated fields and logic that reflect how your business runs.

Role-Based Dashboards

Executives, managers, and front-line users get dashboards tailored to their specific priorities — with no clutter.

Data Across Teams, Not Just Objects

We bring together data from Sales Cloud, Service Cloud, PSA, and Financials — for a full-picture view of performance.

Support for Scale + Change

As your team evolves, we ensure your dashboards and data models can evolve with you — with no brittle dependencies.

Analytics That Actually Drive Action

We design dashboards that align with how your business thinks — not just what your data model looks like. No generic charts. No fluff.

Analytics FAQ

Here are some of the most frequent questions we help clients answer when exploring CRM Analytics for the first time.

What’s the difference between Salesforce Reports and CRM Analytics?
CRM Analytics offers more powerful, flexible, and dynamic dashboards than standard Salesforce Reports — with support for data transformations, custom logic, and cross-object KPIs. We use both, depending on your needs.

Can we use CRM Analytics to track metrics across teams or clouds?
Yes. We specialize in tying together Sales Cloud, Service Cloud, Certinia PS Cloud, Certinia Financial Management Cloud and Certinia Customer Success Cloud so you can track performance across your entire operation in one place.

Can dashboards be permissioned by role or team?
Yes. We can control access to dashboards and datasets so each user only sees what’s relevant — whether it’s exec-level summaries or rep-level performance.

Can you help us replace our Excel-based dashboards?
Absolutely. We regularly migrate clients from spreadsheet-based reporting to automated dashboards that refresh in real time — eliminating version control issues and manual overhead.

"I wanted to compliment your team on the amazing job they did! The response times and the additional functionality that has been developed on time - everything has been top notch! I could not be more excited about where we are now. I cannot thank you and your team enough!"

– Shana A, Pegasus Engineering Inc.

Stop Exporting. Start Leading with Insight.

We help you bring clarity to your Salesforce data — so every team can focus on performance, not reporting.