Level up with one-click Salesforce dashboards

Track the outcomes your team creates, not just the activity
Monitor reps' quota attainment by day, week and month
Align your team and ensure everyone is contributing to the correct objectives
Visualize sales engagement data in three pre-built dashboards

Trusted by 60,000+ customers

Mixmax Insights

Save time and visualize real-time sales metrics and activities with Mixmax Insights, an out-of-the-box reporting solution for Salesforce. Empower your entire revenue team to do more with less–within days, not months.

Dashboard details

Our most powerful reporting solution, includes 30+ individual reports curating your sales engagement efforts into three unique Salesforce dashboards. You can monitor leaderboards, filter by team, and better understand activities’ impact on sales. Insights is pre-configured to include data from your own Salesforce account as well as unique tracking data directly from Mixmax activities.

Completed activities this month
Completed activities by rep this quarter
Created leads this quarter
Converted leads this quarter
Meetings this month per rep
Open opportunities closing this quarter
Closed won by month and owner this quarter
Closed won by month and creator this quarter
Lost opps by month and owner this quarter
Contacted accounts this month
Contacted leads this month - not converted

Meetings today
Meetings this week
Meetings this month
Emails sent today
Emails sent this week
Emails sent this month
LinkedIn activity today
LinkedIn activity this week
LinkedIn activity this month
Calls today
Calls this week
Calls this month

Open Tasks - due date last 120 days
Days since last activity - open opps
All activities by rep this quarter
Activities by opportunity type
Calls per disposition this month
Pipeline generation - closed win this quarter
All activities by opp this quarter
Activities for open opps by account YTD

More than 1,000 5★ reviews

Find out why our customers love Mixmax!

Mixmax Insights was a huge step up in figuring out how our salespeople are spending their time, setting targets to be sure everyone stays on task, and has given us greater transparency. Having canned reports has really helped us speed up. We’ve saved bandwidth since there's no manual reporting we have to pull together on our own.

Imani Bentham

Director of Membership Strategy

National Journal

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