Record KPI
Turn key metrics into instant insight.
Display key metrics as sleek, configurable visuals that make performance instantly visible. With Record KPI, you can spotlight critical number or percentage fields like revenue, probability, or amount - directly on your record pages for faster, more informed decisions.
Bring key metrics front and center.
Turn raw fields into meaningful insight with just a few clicks.
- Graphical value display: Surface key number or percentage fields in a bold, visual format.
- Supports currencies and percentages: Ideal for revenue, progress, probability, and more.
- Pair with Record Layout: Seamlessly integrates to enrich your record detail views.
- Color customization: Use color logic to make each KPI instantly scannable.
- Effortless configuration: Low-code setup for selecting fields and styling output.
See the Record KPI
in action!
Frequently Asked Questions
Who is GridMate for?
GridMate is built for anyone using Salesforce - from public sector teams to fast-moving commercial organizations. While it offers powerful tools for admins and developers, GridMate is especially geared toward empowering end users with intuitive, flexible, and productivity-driven experiences.
Whether you're a project manager updating records, a service rep navigating related lists, or a data analyst interacting with grids, GridMate helps streamline everyday tasks, reduce clicks, and unlock more value from your Salesforce investment.
Is GridMate a Salesforce-certified solution?
Yes. GridMate has been a trusted Salesforce partner since 2019. Our solution is officially listed on the Salesforce AppExchange, where we’re proudly rated 5 stars across 100+ customer reviews.
You can explore GridMate’s features and customer testimonials here.
Who can partner with GridMate?
We team up with leading Salesforce implementers and consultants to supercharge the delivery of clean, intuitive user experiences.
And we join forces with fellow ISVs to create smarter, sharper, more powerful Salesforce solutions. So your customers don’t just get more tools - they get more done.
How frequently is GridMate updated?
GridMate is actively maintained and regularly improved based on customer feedback and evolving platform standards. We release updates on a biannual basis, with targeted interim patches to address critical enhancements or fixes. Release notes are shared through our documentation portal to keep users informed of new features and changes.
How long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
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