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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
API Access
Has API
Screenshots View All
No images available
Integrations
LabInsu
Microsoft Power BI
Salesforce
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$10 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
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
Feedback Management
Goal Management
KPIs
Prioritization
Progress Tracking
Strategic Planning