The 13 Salesforce reports that actually come up in board meetings.
Your team can build hundreds of reports. Most of them don't matter. These 13 are the ones CEOs, CFOs, and boards ask for — with the build spec for each.
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Read by 1,000+ ops leaders · Built by the Simply Scale team · 10 years in Salesforce
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What's inside
13 board-grade reports across 4 categories
Pipeline & Revenue, Conversion & Funnel, Team Performance, Retention & Expansion — plus a bonus report.
Built for the questions execs actually ask
Each report is tagged by who requests it — CEO, CFO, CRO, VP Sales, CS Leader, Board — and the KPI it answers.
A Salesforce build spec in every section
Report type, object, filters, group-by, summarize, chart — hand it to your admin and ship it this week.
trusted by ops teams at
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"Made sure we knew how they did it"
Simply Scale not only helped design and deliver the work, but also made sure our team understood how they did it so we become better in the future. Loved working with them and look forward to another engagement in the future.
Mike Lemire
VP of Customer Success @ Overjet
Stop arguing over what the numbers mean.
Get the 13 reports every B2B SaaS exec team needs — with build specs your admin can ship.
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