The following is a summary Summary of the BI, report, and dashboard templates available for Salesforce. Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
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Click here to download a list of the Tableau templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards | NA | 200+ | 2,000+ |
CRM Activity * | NA | ✅ | ✅ |
CRM Marketing Email ** | NA | Add-on | Add-on |
CRM Opportunity * | NA | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons usually require other applications. Ex.: HubSpot for CRM Marketing Email.
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These templates include Power BI data sources and workbooks. They work in conjunction with the data warehouse templates.
Template | Essentials | Pro | Enterprise |
|---|---|---|---|
Pre-configured reports & dashboards * | NA | NA | 50+ |
Opportunity * | NA | NA | ✅ |
* All Power BI templates require adjustments and customizations before providing value.
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Keywords: Salesforce.com, SFDC, Salesforce CRM, Salesforce Professional, Salesforce Enterprise, Salesforce Starter, out-of-the-box templates, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs., MS Excel., sales force,
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