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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.

No-code KPI field configuration

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.
No-code KPI field configuration

See the Record KPI
in action!

Frequently Asked Questions

How do I contact GridMate support?

You can reach out to us via email at support@gridmate.io.

For any technical assistance, please grant access to your Salesforce organization and share the following:

  • The Salesforce Organization ID (Org ID)
  • The page link(s) related to the issue
  • The steps to reproduce the issue

Does GridMate run on tablets?

Yes, GridMate has been successfully deployed on iPad. See below:

How do partner rewards work?

Partners who refer or sell GridMate earn a predefined percentage of the deal value. It’s simple, transparent, and rewarding.

How is GridMate priced?

GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite - including all 30+ components.GridMate is offered at a flat, all-inclusive rate that gives you access to the entire productivity suite, including all 30+ components.

  • $15 per user/month when billed monthly
  • $180 per user/year when billed annually

This pricing covers everything - no add-ons, feature gating, or hidden tiers.

Discounted Tier

We offer a 50% discount (for up to 10 licenses) to:

  • Eligible Non-Profit Organizations
  • Certified Salesforce Consulting Partners

Large volume

We offer tailored pricing for:

  • Organizations with a large number of users
  • Experience Cloud login-based license models
  • Multi-org Salesforce environments

Contact us to explore volume discounts or discounted tier eligibility.

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.

Got any more
questions?

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