---
title: "Salesforce report building guide"
slug: "salesforce-report-building-guide"
description: "Explore Salesforce metrics and dimensions to analyze opportunities, leads, and sales trends over time with Looker Studio for insightful data visualization."
updated: 2026-03-26T07:51:07Z
published: 2026-03-26T09:08:19Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.supermetrics.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Salesforce report building guide

With the Salesforce connector, you can explore how your opportunities, lead numbers, and closed sales have developed over time. Track pipeline health, compare team performance, and identify trends in lead conversion.

## Before you begin

Before you build reports, you need to connect the data source to Supermetrics.

- **Connection instructions:** See our [Salesforce connection guide](/v1/docs/salesforce-connection-guide).
- **Available metrics and dimensions:** Find the full list of fields in our [Salesforce field documentation](/v1/docs/salesforce-fields).

> [!NOTE]
> Note
> 
> You can choose to fetch opportunities and leads by created date, last modified date, or closed/conversion date. The default setting is the created date. [Learn how to use the advanced date settings in Salesforce](/v1/docs/how-to-use-advanced-date-settings-in-salesforce).

## Popular queries

These query configurations help you track key performance indicators and analyze trends. You can use these settings in any Supermetrics destination, such as Data Explorer, Dashboards, Google Sheets, Data Studio, or data warehouse destinations.

### Track daily lead volume last month

See how many new leads were created each day last month — useful for spotting patterns in lead volume and assessing the day-to-day impact of marketing activity on pipeline generation.

To fetch this data, use the following settings in your reporting or visualization tool:

| Setting | Value |
| --- | --- |
| Date range | Last month |
| Metrics | Leads |
| Dimensions | Date |
| Suggested visualization | Time series chart |

#### Understanding the data

- **Leads:** The total number of leads created within the reporting period.
- **Date:** Splits results by day so you can track daily lead volume trends.

### Compare annual lead count year over year

See how many leads you've generated each month this year compared to the same period last year — useful for evaluating year-over-year growth and identifying seasonal trends in lead generation.

To fetch this data, use the following settings in your reporting or visualization tool:

| Setting | Value |
| --- | --- |
| Date range | This year to date |
| Date range comparison | Previous period |
| Metrics | Leads |
| Dimensions | Year and month |
| Suggested visualization | Time series chart |

#### Understanding the data

- **Leads:** The total number of leads created within the reporting period.
- **Year and month:** Splits results by month so you can compare lead volume trends across the year.

### Break down leads by status

See the distribution of lead statuses for leads created in the last 28 days — useful for understanding how leads are progressing through the funnel and identifying where follow-up attention is needed.

To fetch this data, use the following settings in your reporting or visualization tool:

| Setting | Value |
| --- | --- |
| Date range | Last 28 days |
| Metrics | Leads |
| Dimensions | Lead status |
| Suggested visualization | Table or bar chart |

#### Understanding the data

- **Leads:** The total number of leads within each status category.
- **Lead status:** The current status of the lead in the sales process, used to segment leads by pipeline stage.

### Compare opportunities by owner last week

See how opportunities are distributed across your team last week compared to the week before — useful for monitoring workload balance and identifying team members who may need support or have capacity.

To fetch this data, use the following settings in your reporting or visualization tool:

| Setting | Value |
| --- | --- |
| Date range | Last week |
| Date range comparison | Previous period |
| Metrics | Opportunity count |
| Dimensions | Opportunity owner |
| Suggested visualization | Table |

#### Understanding the data

- **Opportunity count:** The total number of opportunities assigned within the reporting period.
- **Opportunity owner:** The team member assigned to the opportunity, used to compare distribution across the sales team.

## More resources

You might also be interested in:

- [Supermetrics report template gallery](https://supermetrics.com/template-gallery)
- [Salesforce metrics and dimensions](/v1/docs/salesforce-fields)
- [Salesforce articles in the knowledge base](/v1/docs/salesforce)