AI Salesforce Reporting Without the Report Builder

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smart-dashboard · generated live
Opportunities closed · this month
$4.82M
▲ 18.4% MoM
close rate trend
Data Talk
48 deals closed for $4.82M — 18% above last month. Enterprise carried the quarter; mid-market slipped 4%. Recommendation: reallocate two AEs to mid-market before quarter close.

As seen in

Why LazyAdmin

Get insights faster using plain language without sharing your data anywhere

No need to share your data with us. The data stays secure within your environment.

Get the visibility you need faster than ever. Lower costs, free up staff time, and make smarter decisions.

Empower business teams to talk to data, and have data talk back.

Built for Salesforce, with customization options for external databases.

See it in action

See how Lazyadmin turns a question into a clarity in "seconds"

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80%

Faster reporting than traditional request-and-wait workflows.

0

Records stored or transmitted. Your data never leaves your own environment.

∞

Analyzes your data with external contributing factors that are not in your data.

Pricing

Start free. Scale when you're ready.

Free · $0
Up to 3 users
✓Natural language reporting on Salesforce data
✓Charts and KPI dashboards
✓Custom object and field support
✓Export search results to CSV
✓Save favorite searches
✓"Data Talk" narrative analysis on your numbers
✓Salesforce records never leave your environment
Get started free
Full potential
Get the full potential of Lazyadmin
Unlimited users, tailored to your org
✓Everything in the Free plan, plus:
✓Ability to scale usage
✓Trained on your business lingo and acronyms
✓Customizable for apps outside Salesforce
✓Priority support and onboarding
Contact us for a quote

Partners

FAQs

AI Salesforce reporting uses artificial intelligence to turn natural-language questions into Salesforce reports and data insights. Organizations can ask for reports using natural language, then generate grouped results, charts, KPI metrics, dashboards, and calculated metrics across Accounts, Contacts, Opportunities, Cases, custom objects, and custom fields.

Organizations can ask Salesforce questions in plain English and more than 190 languages. Lazy Admin can combine these Salesforce records and fields to calculate reports, charts, KPI metrics, and dashboards, group results by object, field, relationship, or period, and generate reports, charts, KPI metrics, and dashboards from the data available in the organization.

Lazy Admin provides a natural-language alternative to manually building Salesforce reports. Lazy Admin can combine these Salesforce records and fields to calculate grouped results, charts, KPI metrics, dashboards, and calculated metrics, group results by object, field, relationship, or period, and generate reports, charts, KPI metrics, and dashboards from the data available in the organization.

No. Lazy Admin runs against your own org and does not store or transmit your records outside it. Every answer is generated in place, and Salesforce permissions, object-level security, field-level security, and sharing rules remain in effect — so users only ever see records and fields they're already authorized to access.

Teams typically see reporting turnaround up to 80% faster. A question that would have been a request to an admin — plus a wait — becomes a chart in seconds.

Yes. Lazyadmin learns your business-specific lingo over time — segment names, deal nicknames, internal metrics — so answers get more precise the more your teams ask.

It's built for Salesforce first and customizable for non-Salesforce systems through the API — ERPs, warehouses, and in-house applications included.

A short narrative next to each chart: what is working, what is weakening, and a concrete recommendation — written for business readers, not analysts.

Install from the Salesforce AppExchange, or book a 20-minute session with the HTTPeak team and we will run it against a sandbox of your own org.

Pricing

Start free. Scale when you're ready.

Free · $0
Up to 3 users
✓Natural language reporting on Salesforce data
✓Charts and KPI dashboards
✓Custom object and field support
✓Export search results to CSV
✓Save favorite searches
✓"Data Talk" narrative analysis on your numbers
✓Salesforce records never leave your environment
Get started free
Full potential
Get the full potential of Lazyadmin
Unlimited users, tailored to your org
✓Everything in the Free plan, plus:
✓Ability to scale usage
✓Trained on your business lingo and acronyms
✓Customizable for apps outside Salesforce
✓Priority support and onboarding
Contact us for a quote

Questions, answered.

No. Lazyadmin runs against your own org and does not store or transmit your records. Every answer is generated in place and respects your existing Salesforce permission configuration, so users only ever see what they are already allowed to see.
Teams typically see reporting turnaround up to 80% faster. A question that would have been a request to an admin (plus a wait) becomes a chart in seconds.
Yes. Lazyadmin can be trained on-demand to understaind your business-specific lingo. Segment names, deal nicknames, internal metrics, and more, so answers get more precise the more your teams ask.
It is built for Salesforce first and customizable for non-Salesforce systems through the API, ERPs, warehouses, and in-house applications included.
A short narrative next to each chart: what is working, what is weakening, and a concrete recommendation written for business readers, not analysts.
Install from the Salesforce AppExchange, or book a 20-minute session with the HTTPeak team and we will run it against a sandbox of your own org.

Let your teams ask their own questions.

Install from the Salesforce AppExchange, or book 20 minutes with the LazyAdmin.ai team and see it run on your own org.