Why InetSoft’s StyleBI Is a Great Option for Salesforce Dashboards

Seamless Data Integration

• Salesforce + External Data: Combine Salesforce data with spreadsheets, databases, and web services.
• Calculated Fields Support: Works with custom objects and calculated fields.

Historical Data & Trend Analysis

• Daily Snapshots: Track trends and campaign performance over time.
• Sales Funnel Insights: Visual cues for identifying outliers and bottlenecks.

Enterprise-Grade Features

• Security & Permissions: Role-based access and sharing controls.
• Embedded Deployment: Integrates directly into Salesforce tabs.

Designed for Self-Service

• Empowers Business Users: Easy dashboard creation without IT support.
• High User Adoption: Rated #1 for user adoption in G2’s index.

How Does InetSoft's Self-Service Features Help a Salesforce?

Empowers Non-Technical Users

• Drag-and-Drop Dashboard Designer: Enables business users to build and modify dashboards without coding.
• Ad Hoc Reporting: Users can create custom reports on the fly using intuitive tools.
• Personalized Views: Allows users to tailor dashboards to their roles and preferences.

Reduces IT Dependency

• Self-Service Analytics: Minimizes the need for IT support by enabling users to explore data independently.
• Reusable Data Blocks: Streamlines data access and reduces repetitive query building.
• Secure Access Controls: Role-based permissions ensure users only see relevant data.

Improves Decision-Making

• Real-Time Data Mashups: Combines Salesforce data with external sources for richer insights.
• Interactive Visualizations: Helps users spot trends, outliers, and performance gaps quickly.
• Historical Snapshots: Enables tracking of changes and performance over time.

Boosts Productivity

• Quick Setup: Dashboards and reports can be created in minutes.
• Embedded Deployment: Integrates directly into Salesforce tabs for seamless access.
• Export Options: Reports can be saved in multiple formats for sharing and presentation.

What Are the Options for Implementing StyleBI as a Solution for Salesforce Dashboards?

1. Cloud-Based Deployment

• StyleBI for Salesforce (SaaS): Hosted solution that integrates directly with Salesforce.
• Benefits: Fast onboarding, automatic updates, and scalability without server maintenance.
• Use Case: Ideal for small to mid-sized teams or organizations without dedicated IT resources.

2. On-Premises Installation

• Self-Hosted StyleBI: Deployed on your own servers or private cloud.
• Benefits: Full control over data, enhanced security, and internal policy compliance.
• Use Case: Best for enterprises with strict data governance or regulatory needs.

3. Embedded Integration in Salesforce

• Tab-Level Embedding: StyleBI dashboards embedded directly into Salesforce tabs.
• Benefits: Seamless user experience and increased adoption without leaving Salesforce.
• Use Case: Perfect for sales and service teams operating within Salesforce.

4. Docker Container Deployment

• Lightweight & Portable: StyleBI available as a Docker container for rapid deployment.
• Benefits: Easy scaling, portability across environments, and quick setup.
• Use Case: Great for development teams or pilot projects.

5. StyleBI Cloud (Free for Individuals)

• No Setup Required: Free version for individuals to explore features.
• Benefits: Instant access and a gentle learning curve.
• Use Case: Ideal for solo users or initial evaluation before enterprise deployment.