SyncOnAI360

Reports and Dashboards

Report on Salesforce delivery from what actually shipped.

Widgets for delivery, deploys, org health and audit trends, on one report engine shared by every project, with each widget honest about how much data it covers.

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Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

In one paragraph

SyncOnAI 360 Reports is a dashboard of widgets on one report engine, the same engine each project's Reports tab uses. Widgets cover delivery, deploys, org health and audit trends, can be arranged freely, and each one states how much of the data it covers, so a report never implies more certainty than it has.

Report engine for the dashboard and every project
1Report engine for the dashboard and every project
Areas covered: delivery, deploys, health and audit
4Areas covered: delivery, deploys, health and audit
Widget states how much data it covers
EveryWidget states how much data it covers
Command Center refresh interval
30sCommand Center refresh interval

01The problem

Why Salesforce status reports take so long to build

Status reporting means pulling numbers from a ticketing tool, a deploy log and an org health tool into slides. The numbers disagree, take hours to assemble, and say nothing about how complete they are.

  1. 01

    Numbers from five places

    Delivery, deploys and org health each live in a different tool with a different export.

  2. 02

    Two report engines

    Project reports and leadership dashboards are built twice and drift apart.

  3. 03

    False precision

    A chart drawn from partial data looks just as confident as one drawn from all of it.

  4. 04

    Effort over insight

    The hours go into assembling the report, not acting on it.

02widgets

What can Salesforce delivery dashboards show?

Add widgets for delivery, deploys, org health and audit trends, and arrange them as you like. Because work items link to the deploys that delivered them, delivery widgets reflect what shipped rather than what was dragged across a board.

Older saved snapshots remain on the page below the live widgets, so earlier reporting is not lost when the dashboard is redesigned.

  • Delivery, deploys, health and audit widgets
  • Arrange freely
  • Saved snapshots kept below

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

03engine

Why does one report engine matter?

The main Reports page and each project's Reports tab use the same engine, so the widget a project lead builds and the one leadership reads show the same numbers in the same way. There is no second reporting layer to reconcile.

Project reports sit alongside the board, backlog, sprints, roadmap and releases, so delivery leads report where they plan.

  • Same engine for projects and leadership
  • No reconciliation between layers
  • Reports beside the plan

Service Transformation

Projects · Board · Sprint 7

To do 2

Remove 14 unused Case fields

From audit

Consolidate Account triggers

Apex

In progress 1

Fault paths on intake Flows

From audit

In review 1

APAC routing for Service

Flow

Done 1

Retire Process Builder on Lead

Release 24.3

Work items link to the proposals and deploys that delivered them

04coverage

How does a report show how complete it is?

Every widget says how much of the data it covers. A health trend that includes three of five connected orgs says so, rather than presenting a partial picture as the whole.

The same principle runs through the platform: missing data is reported as missing, not as zero, so decisions made from a dashboard rest on what is actually known.

  • Coverage stated per widget
  • Partial data labelled
  • Missing never shown as zero

Acme Production

Org health · synced 4 minutes ago

82

Health · B

Health

82

Confidence

74

Coverage

91

Apex coverage 78%, from the org's last test run

  • 3 Flows on Case run on the same trigger
  • 11 Apex classes below 75% coverage
  • Managed package source hidden by Salesforce: 2 packages

05command

Where do leaders see the whole picture?

The Command Center shows pulse metrics for portfolio health, metadata, AI readiness, the sales pipeline, backlog and the action queue; an org portfolio with health scores; PM backlog KPIs and sprint progress; recent agent runs; a sales snapshot; and an activity feed of syncs, deploys and audits.

It refreshes about every thirty seconds, and its layout can be rearranged and sections hidden, with the layout saved in the browser.

  • Pulse metrics across the workspace
  • Org portfolio and delivery KPIs
  • Activity feed and action queue
  • Custom layout

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

06audience

How do you report to a client or to leadership?

Build a dashboard for the audience: delivery and deploys for a steering group, health and audit trends for a platform review. Because every widget states its coverage, the conversation stays on what the numbers show rather than on whether they can be trusted.

For an external audience, share org health and audits as read-only links that expire, and keep the dashboard itself for the team.

  • A dashboard per audience
  • Coverage keeps trust
  • Read-only links for outsiders

Command Center

Org portfolio

5

Connected orgs

78

Average health

3

Need attention

  • Global Sales · ProductionProd

    12 open findings · Deploy approved 2h ago

    86

  • Service EMEA · ProductionProd

    31 open findings · Change made outside pipeline

    71

  • Partner Portal · ProductionProd

    18 open findings · Audit finished 20m ago

    79

  • Global Sales · UATSandbox

    14 open findings · Proposal validated

    84

  • Service EMEA · DevSandbox

    36 open findings · Sync running

    68

07How it works

Building a dashboard

From connected work to a report you can trust.

  1. 01

    Connect

    Orgs, projects and deploys feed the report engine.

  2. 02

    Add widgets

    Pick delivery, deploy, health and audit widgets.

  3. 03

    Arrange

    Lay them out for your audience.

  4. 04

    Read honestly

    Each widget states its coverage.

08Before and after

Status reporting, with and without SyncOnAI 360

Without

With SyncOnAI 360

Exports from five tools into slides

One dashboard over connected data

Project and leadership reports disagree

One report engine for both

Charts that hide missing data

Coverage stated on every widget

Delivery by card movement

Delivery linked to actual deploys

09Who uses it

Who reads the reports

Delivery leadsReport progress from what actually shipped, because work items link to the deploys that delivered them, with the same widgets on each project and on the main dashboard.
ConsultanciesShow each client delivery, deploys and org health in one place, with coverage stated on every widget so nothing looks more certain than it is.Platform owners and executivesSee health, delivery, agent runs and the action queue across every org in the Command Center, refreshed about every thirty seconds.Salesforce adminsTrack health and audit trends for the orgs you look after, and keep earlier snapshots when the dashboard changes.
Practice leadsSee the sales snapshot, recent pursuits and win rate beside delivery in the Command Center, so the pipeline and the work it creates are read together.

10Questions

Frequently asked questions

Widgets for delivery, deploys, org health and audit trends, arranged as you like.

Yes. The main Reports page and each project's Reports tab share one report engine.

Every widget says how much of the data it covers, and missing data is never shown as zero.

Older saved snapshots remain on the page below the live widgets.

The Command Center shows pulse metrics, the org portfolio, delivery KPIs, agent runs, the sales snapshot and an activity feed.

Yes. Rearrange and hide sections; the layout is saved in your browser.

Health reports and audits can be shared as read-only links that you can withdraw at any time.

Yes. Every plan includes every feature.

The Command Center refreshes about every thirty seconds. Org health and audit widgets reflect each org's latest sync and audit.

Yes. Each project's Reports tab uses the same widgets and the same report engine as the main dashboard.

Reports cover delivery, deploys, org health and audits. CRM records are not stored; for record data, ask the chat, which queries the org live.

11Keep exploring

Related

ProjectsDelivery linked to what shippedDeliveryProjects, pages and engagementsOrg HealthHealth, confidence and coverage for every orgSalesforce consultanciesClient orgs to proof of workEnterprise Salesforce teamsGovern every org and every change at scalePricingEvery feature on every plan

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