Salesforce analytics, without the export
Accounts, opportunities, activity and every stage definition your go-to-market team argues about.
What teams ask of Salesforce
Typed the way you would say them. Each answer comes back with its chart, its numbers and the SQL that produced them, so it can be checked before anyone acts on it.
- “What is conversion by stage and by source, using the CRM's own stage definitions?”
- “Which opportunities have not been touched in three weeks but are still forecast to close?”
- “How does win rate differ by segment, by rep, and by lead source?”
- “What does the pipeline look like if you exclude deals that have slipped twice?”
- “Which closed-won accounts never went live?”
What it gets joined with
The questions that matter rarely live in one system. Supaboard writes the query across every source you have connected, so the join happens when the question is asked rather than in a pipeline project that has to be scoped first.
- Stripe — closed-won against revenue that actually arrived.
- Zendesk Support — account health against what support is seeing.
- PostgreSQL — the deal against what the customer does in the product.
How the connection works
Salesforce is one of the 123 sources you can connect yourself, out of a catalogue of 700+. Setting up a first analysis takes about 5 minutes.
Ask in plain English and the query respects your own field names and stage picklists — there is no separate model to build first, and no rebuild when someone adds a stage.
- Read-only by construction: the query layer rejects DDL and DML — DROP, CREATE, ALTER, TRUNCATE, INSERT, UPDATE, DELETE, GRANT, REVOKE and CALL — before a statement reaches your source.
- Credentials are encrypted at rest, scoped per workspace, never logged and never returned to a client.
- On the Enterprise plan the whole platform runs inside your own VPC, with no data egress at all. See Enterprise.
- From $83 per user per month billed annually, with a 14-day free trial and no credit card — see pricing.
More sources
Other connectors with a guide:
Also in Sales Marketing & Customer: ActiveCampaign, Adobe Analytics, Adobe Commerce, Aircall, Akeneo, Amazon Ads, Apple Search Ads, Attio, BigCommerce, Bigin by Zoho CRM, Brevo, Clearbit — and the rest of the 700+ source catalogue.
Weighing this against another tool? See the sourced comparison of 14 BI platforms, or what an AI data analyst does with a connection like this one.
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