Customer data
Salesforce Sales Cloud
In progress
Leads, opportunities, closed revenue, win rate and pipeline, with campaigns, activities and cases, by stage, source, campaign, owner and industry.
Built and collecting, with fourteen months of history. Opens to customers' own orgs once our app is packaged.
Checked against the app on .
What it reads
- Closed revenue
- Closed-won deals
- Win rate
- Pipeline value
- Opportunities created
- Leads created
- Lead conversion rate
- Average deal size
How it can be cut
- Deal stage
- Lead source
- Campaign
- Industry
- Opportunity owner
- Account country
Status history
- In progress
Built and collecting, with fourteen months of history. Opens to customers' own orgs once our app is packaged.
- Part-built
Reads live per request. Not kept in the store, so no history yet.
Each change here is also an entry on the changelog.
How the figures are kept
- A fourteen-month backfill matched the org's own totals when tested on 9 October 2026.
What it does not do
- Customers' own orgs can connect once the app is packaged.
Connecting
- Sign in with Salesforce and approve access.
- Your org is connected automatically. A single-currency org is asked its currency once.
Read-only wherever the provider allows it. Tokens are encrypted at rest and a connection can be revoked at any time.
How data is handledOnce connected
- Pulled daily at the hour your workspace chooses, with fourteen months of history where the provider allows.
- Every figure keeps the request and response that produced it.
- Available to every answer, dashboard and deck in the workspace.