Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Pipeline by Stage, Owner, Source
Classic pipeline health, but joined with call data and ad spend so you see where the deals are coming from and what each one actually cost.
Call Volume to Deal Volume
Which campaigns and sources are producing calls that convert to deals, not just calls that fill up the pipeline.
Ad Spend to Closed-Won
True cost per deal by campaign and keyword. Google, Meta, Bing, TikTok, affiliate, direct. Joined with Salesforce closed-won.
Missed Call Follow-Up Status
Inbound calls that generated or should have generated a Salesforce record, matched against outbound follow-up calls. Spot where leads are being dropped.
Per-Team + Per-Brand Rollups
If your Salesforce org has multiple business units or brands, every team sees their slice without extra Salesforce licensing.
Operational View for Non-SF Users
Executive directors, operations managers, clinical directors who should not have to log into Salesforce still get the numbers they need.
Salesforce reporting examples
Example screens. The callback queue is illustrative; the heatmaps are from a dashboard we built.
Know who is calling before you call back
Callbacks owed, with each caller matched to their Salesforce status, so a qualified caller is not treated the same as an unqualified one.
- Each caller matched to their CRM status
- Qualified callers stand out from new ones
- Open the call record in one click
Where the missed calls pile up
Missed calls by hour and day, with totals, so the hours that need more coverage stand out.
- Missed inbound calls only
- Darker red means more missed calls
- Totals for every day and every hour
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Call us. Watch yourself appear in queue.
A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.
- — The live widget polls your call system every 6 seconds
- — Caller numbers are masked to the last 4 digits
- — Perfect for a wall-mounted TV in the call center
- — Pair it with any of our standard dashboards
Salesforce reporting for the people outside Salesforce
The numbers are in Salesforce. The people who need them often are not.
No Salesforce seat needed
Owners, operations managers, and directors see the pipeline and the numbers that matter without a Salesforce login.
Calls matched to leads and opportunities
Each inbound call tied to the Salesforce record it belongs to, so you can see which calls and campaigns became revenue.
Callback queues with Salesforce status
Missed callers broken out by who they are in Salesforce: new, repeat, already qualified, or unqualified.
Ad spend to closed-won
Spend by campaign matched to the deals Salesforce marks as won, not just to clicks or form fills.
EMR data that lands in Salesforce
Admit and discharge dates, insurance, appointment status, or revenue we bring into Salesforce from your EMR, shown to people without a license.
On a wall or a second screen
Dashboards sized for a TV on the floor or a second monitor, which the Salesforce interface was never meant for.
Salesforce integrations, built for reporting
We are a reporting company. We connect Salesforce to your other systems so your reports can answer bigger questions.
CallRail + Salesforce
Match CallRail calls to Salesforce records, by source and by campaign.
CallTrackingMetrics + Salesforce
The same call-to-deal reporting on CallTrackingMetrics, plus the live queue and callback queues.
Google Ads + Salesforce
Campaign, ad group, keyword, and device tracked through to the deals that closed.
Meta Ads + Salesforce
Campaign, ad set, ad, and placement (Instagram vs. Facebook) tracked through to Salesforce deals.
EMR + Salesforce
Kipu, Sunwave, ModMed, or any EMR with an API. EMR data brought back into Salesforce, then onto the dashboard.
From Salesforce access to live reporting
1. Discovery call
We map your Salesforce setup, your other systems, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.