- Sales funnel and pipeline reports
- Executive reports
- Forecast reports
- Professional service reports
- Usage reports
- Project status reports
- Consulting reports
- Business reports
- Annual reports
- Employee performance reports
- Attrition reports
- Financial reports and performance
USE CASE
Reports and charts
Run your organization smarter
Whether using standard Salesforce® reports or customized report documents, Conga Composer® enables timely report generation and delivery of key business data to those who need it—inside and outside your organization. Need to present data in a custom format or use dynamic charts or graphs? Conga Composer creates sophisticated reports and charts in a variety of configurable formats.
Conga solutions can be used for any type of report:
Why use a Conga solution for report generation and delivery?
- Create fully-configurable templates for complex, dynamic content including charts, tables, graphs, hyperlinks, custom fonts, images and global languages/currencies.
- Deliver customized reports while maintaining brand standards.
- Customize email delivery options and distribution interval to extend standard Salesforce report delivery.
- Simultaneously merge data to an output file (PowerPoint®, Excel® or other format) and HTML email.
- Retrieve data from multiple disparate objects using standard or custom report types, SOQL queries or both.
- Schedule the delivery of a single Salesforce report but only send recipients the subset of data they need.
- Email an unlimited number of individual Salesforce reports to users, contacts, roles, profiles and groups.
See for yourself.
Websites are full of words that tell you things. And that’s great. But sometimes you just need to see how stuff works. So we made a demo for those occasions. We’d love to show it to you.
Solutions
Solutions for all of your documents.
It’s key to streamline your invoices and receipts, but don’t stop there. Digital Document Transformation means transforming every one of your everyday business documents, and every business process around them. Find out how our solutions can get you there quickly and effectively, whatever your business, size, or industry.
