KPI data sources
Elevea + Salesforce
Bring pipeline, bookings, and other Salesforce numbers into your KPI scorecard.
What you get
What the integration does for you
- Revenue KPIs, currentTrack Salesforce metrics against plan without copying them into a deck.
- Pace against planEvery value is colored by pace against your targets.
- Linked to goalsSales KPIs drive the goals they measure — with the why next to the numbers.
- Ask about itChat answers which numbers are behind, and why, with citations.
How to connect
Up and running in minutes
- 1Open a KPI in Elevea and choose a data source
- 2Connect Salesforce
- 3Map the metric to your KPI — Elevea syncs on a schedule
Connections are made from inside Elevea by your team. Credentials for data sources are held by a dedicated integration service, not stored by Elevea.
More integrations
Works with the rest of your stack
Google SheetsSync KPI actuals and targets from Google Sheets — and export results back.Learn more 
Microsoft Excel & SharePointSync KPI actuals and targets from Excel workbooks on OneDrive or SharePoint.Learn more 
Power BIBring the numbers from your Power BI reports into Elevea’s KPI scorecard.Learn more
See Elevea with Salesforce
Book a demo and we’ll show you the integration in action.