Intelligent Dashboards, Simplified.

All Inside Salesforce

Turn complex Salesforce data into clear, real-time insights using Qubit — a modern, intelligent dashboard solution built natively on Salesforce. Create dynamic charts, apply powerful filters, and uncover trends instantly—without static reports, external BI tools, or developer dependency.

Empower every team to explore data faster, smarter, and without code.

Qubit dashboard

Why Qubit?

Salesforce native reports and dashboards often struggle with flexibility, performance, and usability. Teams face slow reports, limited customization options, and a heavy reliance on admin support.

Qubit eliminates these barriers.

Core Capabilities

Dynamic Object & Field Selection

Create charts on the fly by selecting any accessible Salesforce object and fields.

  • Works with standard and custom objects
  • Ad-hoc visualizations without report creation
  • Flexible grouping and aggregation
  • Built for business users and analysts

Powerful Smart Filters

Refine insights using dynamic, multi-condition filters.

  • Date ranges, picklists, and text filters
  • Advanced operators and nested logic
  • Real-time SOQL-based filtering
  • Highly targeted data views

Fast, Scalable Data Rendering

Experience lightning-fast chart performance—even with large datasets.

  • Optimized queries and caching
  • Responsive chart rendering
  • Handles high-volume Salesforce data
  • Minimizes dashboard timeouts

Export Charts in PNG

Share insights beyond Salesforce in seconds.

  • Works with standard and custom objects
  • One-click PNG download
  • High-resolution chart output
  • Perfect for stakeholder reporting

Built for Non-Technical Users

Qubit is designed for adoption across the organization.

  • Guided, intuitive UI
  • SLDS-based responsive design
  • Tooltips and validations
  • Mobile-friendly experience

Advanced Capabilities

External Data Integration

Unify Salesforce and external data into one visual layer.

  • API and Salesforce Connect support
  • Hybrid dashboards
  • Secure named credential framework
  • Cross-system visibility

Deep Chart Customization

Tailor every visualization to your business needs.

  • Custom colors and themes
  • Interactive tooltips and legends
  • Animations and zoom
  • Multi-dataset charts

Major Business Use Cases

Qubit supports data-driven decisions across every department.

Sales Teams

  • Pipeline analysis and bottleneck detection
  • Sales forecasting and quota tracking
  • Rep and territory performance
  • Lead and opportunity trends

Marketing Teams

  • Campaign ROI analysis
  • Lead source performance
  • Conversion tracking
  • Engagement and upsell insights

Customer Service

  • Case resolution monitoring
  • Agent productivity tracking
  • SLA performance visibility
  • Key account oversight

Finance Teams

  • Budget vs. actual analysis
  • Revenue forecasting
  • Compliance reporting
  • Executive financial dashboards

Executive Leadership

  • Business health dashboards
  • Win-loss trend analysis
  • Activity and data hygiene monitoring
  • Cross-functional performance views

Key Benefits

Key Benefits

What Makes Qubit Different?

Native & Secure

Runs entirely inside Salesforce and automatically respects

No data leaves your CRM.

Unlimited Visualization Flexibility

Users can control:

Build exactly what you need—without creating dozens of reports.

Advanced Charts Beyond Salesforce

Go far beyond standard dashboards.

Standard Charts

Advanced Visualizations

Time-Series Intelligence

Understand performance over time with built-in comparison modes.

Personalized Auto-Save Workspace

Qubit remembers each user’s preferences.

No repetitive setup.

Modern Light & Dark UI

A clean, professional interface improves focus and usability.

Zero-Code Setup

No technical overhead required.

Business users can create powerful dashboards in minutes.

Developer-Friendly Architecture

Built on a high-performance visualization engine.

Future-Ready Roadmap

Ideal Use Cases

Ideal Use Cases

Requirements

Support & Onboarding

Our experts help you succeed with Qubit.

Ready to Transform Your Salesforce Analytics?

Build intelligent, real-time dashboards directly inside Salesforce—without complexity.