Salesforce reporting
Get answers from Salesforce without building another report
Sometimes you don't need another permanent report. You just need an answer.
Ask Hank, and keep your reports for the things you track every week.
When a report is too much
Reports and dashboards are great for the numbers you watch every week. But a lot of questions come up once: a board member asks something, a donor calls, a manager wants a quick count before a meeting.
Building a report for each of those takes time, and the report often gets used once and forgotten. Or the question goes to the Salesforce admin and waits in line.
Ask the question instead
With Hank, you ask in plain English and get the answer in seconds, with a chart when a picture helps. Want it a little different? Just say so: only this year, only my accounts, top 10.
If it turns into something you check often, save it as a live view. It refreshes with current information every time you open it, without building anything.
Hank doesn't replace your reports
Keep the reports and dashboards your team relies on. Hank covers the everyday questions in between, so fewer one-off requests pile up.
A quick answer, not a new report
An example conversation. Hank answers from your own Salesforce.
You
Show our open pipeline by stage as a chart.
Hank
Open pipeline is about $1.09 million across 6 stages. Prospecting is the largest at $344,000.
You
Save that as a live view.
Hank
Saved. It updates every time you open it.
Keep reading
Frequently asked questions
Does Hank replace Salesforce reports and dashboards?
No. Keep the reports and dashboards you rely on. Hank is for the everyday questions that don't need a permanent report, and you can save an answer as a live view that updates itself.
Can Hank answer questions about our Salesforce data?
Yes. Hank looks up the answer in your Salesforce and shows what he checked. He only uses information the person asking is already allowed to see.
Can Hank see things people shouldn't?
No. Hank works as the person asking, so he sees exactly what they can already see in Salesforce and nothing more.
Fewer one-off reports. More answers.
Give your team a simpler way to get what they need from Salesforce.