Salesforce makes it difficult to separate recurring and one-time fees in native reports. This guide shows how to build a revenue report in Salesforce, track ARR and MRR, and use embedded dashboards for real-time subscription revenue insights.
Forecasting in Salesforce: A Comparison of Two Alternative Methods
Sales forecasting provides a forward-looking view of revenue and helps guide strategic decisions across the organization. However, Salesforce’s native forecasting capabilities leave a lot to be desired. That’s why in this post, we discuss Salesforce’s forecasting limitations and introduce a better alternative.
Setting Sales Targets in Salesforce: Two Competing Approaches to Managing Goals
Data-driven B2B sales leaders know that their teams can’t score if they don’t have a goal. In this blog post, we discuss what effective goal setting and tracking looks like in Salesforce, and how data-driven sales teams can overcome the limitations of Salesforce’s native goal and target tracking functionality.
Best Salesforce Reporting Tools for B2B Sales Teams in 2025
We can probably all agree that Salesforce is an amazing CRM with severely limited reporting capabilities. To overcome these challenges, businesses often turn to third-party integrations or advanced analytics tools. That’s why in this article, we introduce five Salesforce reporting tools and walk through each of their benefits and drawbacks. This way, you can quickly choose the solution that’s right for your sales organization’s needs.
Advanced Salesforce Dashboards: How to Create Custom Reports in Minutes
Simplify Sales Commission Tracking by Integrating Netsuite with HubSpot/Salesforce
Sales teams often struggle when they can’t see the invoicing data that determines their commissions. Many sales organizations base commissions on actual invoicing to ensure that sales are tied directly to revenue. However, when this data is locked in Netsuite and not accessible in CRMs like HubSpot or Salesforce, it creates challenges.
Predictive Opportunity Scoring for Salesforce: Unlock the Full Potential of Your Pipeline
Salesforce is the gold standard for CRM platforms, powering sales operations for businesses of all sizes worldwide. But even the best tools have their limits, and predictive opportunity scoring is no exception. That’s where Dear Lucy’s Predictive Opportunity Scoring steps in, providing a game-changing feature designed to enhance how Salesforce users forecast sales, prioritize opportunities, and drive results.