Case Study: Foundation Source

young woman on the phone at a desk

Skuid Dashboard Development

Foundation Source logo

Foundation Source establishes and supports private foundations for individuals and families, providing administrative services, online tools, and expert guidance.

Salesforce Products
Salesforce Sales Cloud logo

Sales Productivity
Sales Operations
Lightning Platform
Custom App Dev – Process


Foundation Source utilizes the Salesforce platform heavily for sales.

Sales managers and reps wanted a more interactive dashboard with the ability to pivot data and drill into details, to quickly analyze their progress towards sales targets.


Rosetree utilized Skuid and Salesforce to create a highly interactive and intuitive dashboard for sales reps.

Rosetree provided subject matter experts to implement and train the client on the tool so they could better leverage data in Salesforce.


Sales reps and their managers were able to quickly view their progress within their division, as well as how they compare to other regions. With increased visibility across the organization, everyone knew exactly what numbers were needed to achieve company-wide goals.

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