LeanData Routing Reports
Out-of-the-box Salesforce Reports and Dashboards, plus pre-built custom report types: • Time-to-Action Reports & Dashboard (SLA compliance + extended timer tracking) • Log Object Report & Dashboard (routing volume, ownership, outcomes) • Round Robin Pool Reports (members, managers, settings) • Territory Geo Report • CC Inserted Object Reports (Hold Until / time-based routing) • Scheduling Reports (Meeting Log + Authorization Status) • Journeys Reports & Dashboard (Journey activity, members, and signals — with opportunity attribution) Gives sales and ops leaders clearer visibility into key revenue processes and time-to-action. Saves the time of building reports from scratch, so ops teams can build more efficient processes and demonstrate LeanData's value to their organization. Every report is easy to adjust — clone any report type, each built on LeanData's reporting objects, and customize freely.
Top keywords
- reports7×6.03%
- report5×4.31%
- dashboard3×2.59%
- leandata's2×1.72%
- log2×1.72%
- members2×1.72%
- object2×1.72%
- ops2×1.72%
- processes2×1.72%
- reports dashboard2×1.72%
- routing2×1.72%
- time-to-action2×1.72%
Cirrus Insight for Gmail
Cirrus Insight is the seller-led, AI-orchestrated Sales Operating System that runs natively alongside Salesforce. For over a decade, we’ve captured and cleaned the relationship history you depends on; automatically logging emails, calendar events, and tasks from Gmail straight into Salesforce, across one or many orgs. The result is trustworthy data that powers real pipeline growth, tighter deal management, and forecasts you can stand behind. Inside the inbox, reps get scheduling, meeting prep briefs, live coaching, and automated follow-ups that keep momentum high. Inside Salesforce, admins and leaders get pristine activity data, configurable capture policies, and native reporting that surfaces what truly drives wins. Cirrus turns everyday GTM activity into a clean, continuous signal, so your Salesforce instance becomes the engine of your revenue, not just a system of record. Cirrus Insight supports all editions of Salesforce including Unlimited, Enterprise, Professional, Group, Contact Manager, and Developer. Cirrus Insight supports Gmail; Outlook 2010, 2013, 2016; Office 365; iOS; Android; and Citrix. Compare to: Revenue Grid Match My Email Gong Chili Piper
Top keywords
- salesforce5×2.94%
- cirrus4×2.35%
- cirrus insight3×1.76%
- insight3×1.76%
- activity2×1.18%
- cirrus insight supports2×1.18%
- data2×1.18%
- gmail2×1.18%
