Salesforce analytics & reporting
Drag-and-drop dashboards from any report. Import native Salesforce dashboards. Ask questions in plain English. Export branded PDFs and PowerPoints — or schedule them to land in any inbox automatically.
24-hour free trial · No credit card required · From $20/mo
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Revenue MTD
$2.41M
Deals Closed
147
Win Rate
62%
Pipeline Value
$8.1M
Revenue Trend
Jan — Dec 2025 · Monthly
Win Rate
62%Pipeline by Stage
Top Accounts · Q3
by Revenue ↓| Account | Owner | Stage | Close Date | Amount |
|---|---|---|---|---|
| Meridian Health | J. Torres | Closed Won | Sep 12 | $284K |
| Cascade Energy | A. Patel | Negotiation | Sep 28 | $198K |
| TerraFin Corp | M. Chen | Proposal | Oct 05 | $157K |
Features
Connect Salesforce once. Build from your existing reports. Export polished decks — without touching a spreadsheet.
Build from any Salesforce report — tabular, summary, or matrix. Nine widget types: bar, line, pie, metric, gauge, scatter, table, grouped table, and rich text. Resize and reorder in real time.
Browse your native Salesforce dashboard library and recreate them as Cabrechart dashboards in one click. All components are mapped to chart widgets automatically.
Ask plain-English questions about your data and get instant answers. Trend breakdowns, quota gaps, win rate drivers, anomaly detection — no SQL or BI tool required.
Set any dashboard to deliver a branded PDF to any inbox on a recurring schedule. Daily, weekly, monthly — pick your frequency, timezone, and recipients.
Generate a read-only share link for any dashboard. No login required for the recipient. Set an expiry date or leave it open indefinitely.
OAuth 2.0 PKCE — no passwords, no stored tokens. Data is fetched live and never persisted. Full audit logging on every access. Works with Enterprise, Unlimited, Performance, and Developer orgs.
Export Engine
Set your company name, logo, and colors once. Every PDF and PowerPoint export uses them automatically.
PDF Reports
5 professional templates
PowerPoint Decks
5 slide deck templates
Company branding, applied everywhere
Set your name, logo, and colors once in Settings. Every export uses them automatically. Upload a logo library and choose which logo to use per export.
Getting started
No data warehouse. No BI certification. No IT ticket.
Click Sign In and authorize with Salesforce OAuth 2.0 PKCE. No passwords or tokens are stored. Works with Enterprise, Unlimited, Performance, and Developer editions.
Browse your report library, pick a report, choose a chart type, and place it on the canvas. Add KPI widgets, tables, gauges, and filters. Group-by dimensions and date ranges come from the report itself.
Download a branded PDF or PowerPoint with your logo and colors. Pick a template, set the title and date, and exclude any widgets you don't need. One click.
Set up a recurring email report to deliver the PDF automatically to any inbox. Or generate a public share link — recipients see live data with no login required.
OAuth 2.0 + PKCE
Industry-standard auth. No passwords stored.
Zero data persistence
Live queries only — data never reaches our servers.
Encrypted tokens
OAuth access tokens encrypted at rest.
Full audit logging
Every data access logged with timestamp and user.
Connect your Salesforce org and have a live, branded dashboard running in under 60 seconds.
24-hour free trial · From $20/mo · Cancel anytime
Contact
Questions, feedback, or partnership inquiries — we'd love to hear from you.