leverage your data
Metrics are key to business success—but only if you know how to use them.
Deeper Insights with Flexible Reporting
Centralized data leads to stronger, actionable insights.
Consolidating and analyzing data from multiple sources is challenging and inefficient. Since TaskRay is Salesforce-native, all of your data is in one place, giving you the ability to combine your customer and project data. With the flexibility to use out-of-the-box TaskRay reports or create custom reports and dashboards using Salesforce reporting capabilities, the opportunities for insights are endless.
Project performance visibility at all levels.
Make informed, data-driven decisions.
Proactively address issues and roadblocks within projects.
TaskRay comes jam-packed with common, modifiable reports that we’ve pre-built to help you get started on the right foot.
TaskRay includes Lightning components that help surface metrics wherever is most convenient for your user: the TaskRay Snapshot, Project, and Status components.
Template Performance View
Get insight into in-flight project metrics from cloned or stitched projects to compare against the original template settings.
Not finding an out-of-the-box report relevant to your needs? You can also create new reports from scratch.
Compile your reports into insightful dashboards specific to individuals or teams that focus on the metrics that matter most.
Excited about future TaskRay capabilities?
Discover upcoming features on our horizon and have a say in what comes next!
Want to see TaskRay in action?
Our Salesforce-native customer onboarding solution is easy to implement and user-friendly. Talk to a TaskRay expert and see how you can keep teams and customers connected and the work on track during the initial moments that matter the most.