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Average Ratings 0 Ratings
Description
The Metrica Power BI Connector for Salesforce serves as a crucial tool that facilitates the seamless integration of Microsoft Power BI with Salesforce, enhancing the capabilities for reporting and analytics. It empowers analytics teams to effortlessly access both standard and custom Salesforce data without the need for laborious manual exports or custom integration setups.
This connector is specifically tailored for business intelligence teams that rely on Salesforce as their primary operational system and utilize Power BI for their analytical needs. It efficiently handles large volumes of data, intricate relationships between various objects, and adjustments in schema, all while ensuring consistent data availability for production-level reporting.
Through the Metrica Power BI Connector for Salesforce, organizations can create insightful Power BI dashboards focused on sales pipeline evaluation, revenue tracking, and operational performance metrics derived from Salesforce information. Furthermore, it adheres to Salesforce's permission models, which aids in maintaining secure and controlled access to vital CRM data, ensuring that sensitive information is only available to authorized personnel. As a result, this connector not only streamlines data management but also enhances decision-making processes across the organization.
Description
OKRify stands out as the premier Goal Management and Strategy Execution tool within Salesforce. It uniquely integrates OKR methodologies with KPIs, ensuring a focused and efficient approach to strategy execution. By leveraging OKRify, organizations can foster alignment, accountability, transparency, and collaboration among their teams. This user-friendly application is designed with simplicity in mind, built entirely on the Salesforce platform. Key features include the ability to set OKRs at the company, team, and individual levels, alongside an Objective/Team hierarchy, a heatmap for visual progress tracking, automatic updates through Salesforce data, real-time KPIs for various users and business units, as well as milestones and split-period targets. Additionally, OKRify serves as a central hub for managing, tracking, and updating both OKRs and KPIs, providing a clear view of alignment across the organization. With its comprehensive tools, OKRify empowers teams to stay aligned and engaged in their strategic goals.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
LabInsu
No
Microsoft Power BI
No
Salesforce
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$10 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Metrica Software
Founded
2025
Country
United States
Website
metricasoftware.com
Vendor Details
Company Name
OKRify
Founded
2018
Country
United States
Website
www.okrify.com
Product Features
Product Features
OKR
Benchmarking
No
Feedback Management
No
Goal Management
No
KPIs
No
Prioritization
No
Progress Tracking
No
Strategic Planning
No