Salesforce Reporting
Yesware offers a free Managed Package on the Salesforce AppExchange that adds custom Yesware reports and dashboards directly to your Salesforce environment. You do not need to install this package to use Yesware — it is an optional add-on.
Why install the package?
The dashboards are designed to work immediately after installation with no configuration required. You get access to 4 dashboards with 40 reports total, giving account managers and team leaders visibility into email, call, and calendar activity across the sales team.
Dashboards included
| Dashboard | Reports |
|---|---|
| Activity Dashboard | 12 reports |
| Templates Dashboard | 12 reports |
| Campaigns Dashboard | 6 reports |
| Meetings & Opportunities Dashboard | 6 reports |
How does data sync to the dashboards?
As long as Salesforce integration is enabled on your account, Yesware activity automatically syncs to Salesforce and populates the reports. No additional setup is required.
For questions or installation issues, contact support@yesware.com.