Setting up your StatX Dashboards for Salesforce is quick and easy

Instantly see your Salesforce opportunities in a visual live dashboard!

1. Install

Install free StatX app on your iPhone or Android phone.

Click below OR search for StatX on Apple App Store or Google Play Store

 

2. Connect

Connect to Salesforce from within StatX app.

StatX > Apps > Salesforce

Select Salesforce from “Apps” tab and enter your Salesforce sign-in and authorization code.

3. Configure

Add “Bi-directional Opportunity Dashboard” connector and select default values to create standard “My Opportunities” dashboard.

For advanced configuration options click below.

ADVANCED

Need help?

Schedule a free demo and we will help you get started.

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