Reports and Dashboards

Reports and Dashboards at your fingertips

Automate Reports
Create a great-looking dashboard to measure high-level progress or a detailed report for a more granular view to understand exactly what's going on, all with real-time data. OnePlace includes of out-of-the-box dashboards and reports so you can spend less time looking for information and more time on turning insight into action.

Easy for Anyone to Build
Let anyone in your firm create beautiful dashboards and reports when they need them. Permissions are easily controlled and once those amazing reports are built, they can be shared with anyone or only with a small group.

Tailored to your Audience
Whether your reports are for you, shared with partners or the management team - they can be accessed from anywhere through the OnePlace web interface or the Salesforce1 mobile app. Check on your key business metrics and get the information your team needs faster, on any device to make critical decisions from anywhere.

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Email: info@oneplace.global

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