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CRM & leads

See your Salesforce numbers next to everything else.

MyDash reads new leads, open deals, pipeline value, deals won and won value from your Salesforce org, compares each with the previous period and sends them where you want them.

Salesforce

Available

Connect it yourself in a few clicks.

Connect Salesforce All integrations

Free for 2 apps. No card needed.

What you see

5 numbers from Salesforce

Each one is shown for today, the last 7 days or the last 30, next to the same period before. Green and red follow what is good for you, not the arrow.

  • New leads

    Total for the period

    Up is good

  • Open deals

    Where it stands at the end of the period

    Up is good

  • Pipeline value

    Total recorded value of currently open opportunities

    Where it stands at the end of the period Up is good

  • Deals won

    Total for the period

    Up is good

  • Won value

    Total value of opportunities marked won during the period

    Total for the period Up is good

What you need

Before you connect

  • Your account

    An API-enabled Salesforce edition. A Salesforce admin must install and approve MyDash first.

  • How it connects

    Sign in with Salesforce and pick your Salesforce org. MyDash never sees your password.

  • What MyDash can do

    Read account-level totals, nothing more. It never posts, edits or moves money, and you can disconnect at any time.

Pairs well with

Your Salesforce numbers, in one place.

Connect Salesforce and its key numbers fill your dashboard on their own. Then choose when and where to get them.

Build your dashboard

Free for 2 apps. No card needed.