Account Scorecard

by Whetstone Inc.SalesforcePaid

Analyzes customer performance in Salesforce with scorecards, visual charts, and shareable PDF reports.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
Account Scorecard — screenshot from the Salesforce AppExchange listing

What it does

Analyzes customer performance in Salesforce using configurable attributes, a balanced scorecard heat map, and a zone graph. The app displays customer data visually and generates PDF reports for sharing with teams and stakeholders.

Key capabilities

from the Salesforce AppExchange listing

Performance analysis

Analyzes customer performance in Salesforce.

Attribute configuration

Provides a configuration step for defining scorecard attributes.

Scorecard heat map

Displays performance through a balanced scorecard heat map.

Zone graph

Provides a zone graph for viewing customer performance.

PDF reports

Generates shareable PDF reports of customer performance.

Use cases

  • Teams and stakeholders can share customer performance reports as PDFs.

Who it's for

Strategic account management teams and stakeholders.

How it compares

Account Scorecard focuses on customer performance analysis with configurable attributes, heat maps, zone graphs, and PDF reports. ScoreCard Pro provides configurable scoring and real-time scores for individual records, rather than the customer performance visualizations and PDF reporting described for Account Scorecard.

NamePricingDeploymentUpdated
Account Scorecardthis pluginPaidCloud
ScoreCard ProFreeCloud

In the catalog

1,106 plugins in Salesforce Platform · Analytics

Price distribution: 265 free, 166 freemium, 675 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

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What the vendor says

«Elevate Your Customer Performance Analysis in Salesforce Unleash the power of strategic customer management with our revolutionary Salesforce app, Client Scorecard. This cutting-edge tool is designed to transform how you analyze and understand the dynamics of your customer relationships, providing actionable insights …»

Official marketplace listing

Publisher
Whetstone Inc.
Updated on marketplace
Facts verified