Reporting and Dashboards | Full Circle InsightsShare Custom Reports and Dashboards Across Teams in Salesforce

Use Full Circle to evaluate campaigns, measure ROI, create forecasts, and understand what drives customers through your pipeline from a single source

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“Full circle is easy to understand and native to Salesforce for full funnel reporting and attribution”

Verified User in Computer & Network Security
Mid-Market(51-1000 emp.)

“Full circle is easy to use once its deployed and is a native salesforce app. It makes it easy to add fields from leads, contacts, account, opportunity and related objects and run all sorts of reporting. We use it for full funnel and influence reporting – Multi-touch, First and Last but it can support other types as well. “

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At-a-Glance, Customizable Reporting and Dashboards

Flexibility to Create Custom Attribution Models and Funnels to Get the Answers You Need Faster

Visualize the Customer Journey

Get the most detailed, accurate view of the customer journey you’ve ever seen with DIY attribution models and funnels. Connect previously unknown sessions, offline events, and pre-Full Circle data within Salesforce to easily build comprehensive reports you control.

Complete Customization

Completely customizable and transparent reports and dashboards transform complex Salesforce data into actionable insights. Create unlimited attribution models and funnels with plug-and-play data to get the answers you need faster.

Accurate Insights

Have confidence in knowing exactly where your leads come from (and where they’re going). Align across teams to track all digital touchpoints, offline events, and uncover previously anonymous sessions for a truly comprehensive view of the customer journey.

Identify Influence

Take the guesswork out of reporting and take a more strategic approach. Historical reporting empowers you to make data-driven decisions that shorten sales cycles and drive growth.

Get clear insights into campaign performance and the customer journey so you know exactly where to focus efforts and budget.

Shared Source of Truth

Alignment between sales and marketing is key for seamless handovers and creating efficient processes.

Determine what marketing and sales strategies work best to reach your goals with simple, customizable reporting and dashboards you can easily share across departments directly in Salesforce.

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Get Essential Insights From Salesforce

How Can Full Circle Help You?

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Salesforce Native

As the only Salesforce native data platform, Full Circle Insights ensures your data maintains the highest level of privacy security protocols because you never have to leave Salesforce. Use Salesforce standard reporting to align across teams and tap into existing skills and experience to reach your time-to-value faster.

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Unified Data Structure

Gain a comprehensive understanding of which campaigns work and which don’t by closing the gap between campaign data, prospects, opportunities, and leads. With Full Circle Insights, you have complete control over data, putting the power and flexibility in your hands to build custom attribution models and funnels with confidence.

Historical Tracking

Finally, get accurate attribution and uncover where and when leads actually originate with historical tracking. Because Full Circle Insights works within Salesforce, you can accurately track the entire customer journey - including previously unknown sessions and pre-Full Circle implementation.

Customizable Attribution Modeling

Use data from a single, trusted source to customize attribution models that help you align across teams to quickly build forecasts and plan campaigns that work. Full Circle Insights makes it easy to build your own attribution models and lets you decide how to score and weigh touchpoints, so you never have to wait for the answers you need to produce results.

Reporting and Dashboards

Bring Your Salesforce Data Full Circle

Export data to third-party BI tools
Ensure data security and quality through native Salesforce objects
Report on leads, contacts, and opportunities in a single funnel

Report on funnel stages, conversion, and velocity metrics
Generate full reporting for planning, optimizing, evaluating, and achieving go-to-market process

Make Targeted Marketing Decisions

Full Circle Reporting and Dashboards Turns Salesforce Data Into Your Most Powerful Tool

Salesforce Marketing and Sales Reporting Solution

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Salesforce Marketing and Sales Reporting Solution

Full Circle Insights works within your Salesforce instance, enabling a cleaner, clearer picture of your marketing and sales efforts. Get a detailed, custom view of KPIs that help you plan your marketing strategy and make informed decisions.

Truly Insightful Data

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Truly Insightful Data

Tell powerful stories backed by data. Full Circle gives you the tools to optimize campaigns, measure impact, and plan with intuitive reports and dashboards in Salesforce. You’ll have confidence in your data and complete alignment with other teams of what efforts create leads so you can scale faster.