New Salesforce leads
Bring in lead records created during the period, with available contact details and source notes. An imported lead record does not automatically meet the client’s qualification or marketing attribution criteria.
Salesforce + Monthwrap
Leads & sales reporting
Put closed-won business beside the marketing that came before it.
Plan Salesforce reporting in Monthwrap with new leads, won opportunities and current pipeline value for agency client reviews.
AvailableSalesforce sign-in
Inside the monthly reportSample data
Atlas Industrial · fictional example
A sales view of the month
New lead records68Created in Salesforce
Opportunities won6Close date in October
Won value$180,000Recorded opportunity amount
A view of the client’s businessSales context
01July3 wins
02August4 wins
03September5 wins
04October6 wins
Illustrative CRM outcomes. Won opportunity value is distinct from invoices, payments and campaign-attributed revenue.
Salesforce, at a glance.
- Connect with
- Salesforce sign-inThe client’s admin installs and authorizes the Monthwrap app for the organization.
- Updates
- Daily sync, with a manual refresh in Sources. Platform reporting delays still apply.
- Earlier months
- Read historical contacts and won records by their source dates. Open-pipeline totals describe the current pipeline.
- In your report
- Leads and won opportunity values.
Built around your client’s questions
A useful report respects the client’s sales cycle.
For B2B agencies whose clients manage a longer sales process in Salesforce.
For an agency working with a sales-led business, the first inquiry and the signed opportunity can be months apart. A campaign report alone cannot explain that journey. Salesforce adds a view of new lead records and won opportunities, helping the agency put this month’s marketing activity in the context of the client’s sales process.
The Monthwrap connection is designed to read the selected Salesforce organization through its authorized app. Leads are dated by creation, and won opportunities by close date. Current open pipeline measures provide additional context for the next conversation.
Choose the numbers that matter
What Salesforce
brings to the report.
Leads and won opportunity values. Choose the relevant figures, add comparisons where the data supports them, and explain what changed.
Won opportunity count
Report opportunities marked won whose close date falls in the month. These may originate from earlier demand, so compare the measure thoughtfully with the month’s new inquiries.
Won opportunity amount
Use recorded opportunity amounts and the average won value to describe the sales outcome. Preserve the source and currency labels rather than relabelling the figure as collected revenue.
Current pipeline context
Show the number and value of opportunities still open for a current reporting period. This is a current snapshot, not a reconstruction of every previous month’s pipeline or a weighted sales forecast.
For your next client report
Review enterprise demand generation
Combine LinkedIn Ads or Google Ads performance with Salesforce outcomes in separate sections. Explain the time lag and sales process rather than claiming that a single month’s spend generated all its wins.
Arrange the report in your own layoutRead it from the client’s side
See the complete
paid advertising report.
A full fictional agency report, with the work delivered, the numbers behind it and the plan for next month. Use its structure to plan your own mix of sources and client results.
Open the sample reportMake the connection
From Salesforce
to the right client.
The client’s admin installs and authorizes the Monthwrap app for the organization.
Connection methodSalesforce sign-inAvailabilityAvailableYour connected account’s API permissions and plan apply.
- 01
Involve the Salesforce administrator
The client’s administrator needs to install and authorize the Monthwrap application. The connection uses an External Client App package and the organization’s access rules still apply.
- 02
Authorize the correct organization
Complete the Salesforce sign-in for the intended client organization. Check the organization returned by the connection before associating it with a Monthwrap client.
- 03
Validate the report definitions
Compare known lead creation dates, opportunity close dates and won amounts with Salesforce. Agree the meaning of the report’s sales measures before using them in an agency performance review.
Know what each
number means.
Connect with an account admin
This page describes the implemented reporting path and intended setup. It does not claim that a public Salesforce connection has been verified for your organization or is enabled in every workspace.
Opportunity value is not payment data
Salesforce opportunity amounts describe CRM outcomes. Accounting recognition, invoicing, refunds and collected payments require their own data and should not be inferred from a won opportunity.
Before you connect
A few useful
answers.
Does a client administrator need to help?
Yes. The organization’s administrator must install and authorize the app and ensure the required access is permitted. An ordinary user login does not override the organization’s policies.
Can I see what the pipeline looked like six months ago?
The current connector reads open pipeline as it stands now for a current period. It does not reconstruct historical month-end pipeline snapshots from stage history.
Can a won opportunity be attributed to this month’s ads?
Not from these totals alone. Keep Salesforce outcomes and platform attribution separate, and explain the client’s sales cycle before drawing a conclusion about campaign contribution.
Start with your next client report
The data has a source.
The story has your name.
Bring your sources together, choose your layout and add the context your client needs.
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