Analytics Builder

Create unlimited reports.  Schedule reports to be auto-emailed.

Data Driven Decisions

Make better business decisions with SUMO Analytics Builder.

SUMO is packed full of over 50 out-of-box analytic reports to track staff utilization and gaps, appointment volume trends, no-shows, reminder engine success, and more.
All analytic reports may be hierarchical roll-ups, so you may report on a specific location, a group of locations in a region, or for the entire aggregated data set across all locations.
Even better you can create your own custom reports, custom dashboards, and even have them emailed to you automatically on a recurring interval.

Core Capabilities

Make better business decisions with SUMO Analytics Builder.

8 Dashboards Included

SUMO comes out-of-box with >50 reports to track customer journey, utilization, volume trends, no-shows, reminders, and more.

Analytics Discussions

Use the social feature to snapshot analytics and post in private groups for discussion and data-driven decision making.

Create Custom Analytics

SUMO includes a custom analytics builder enabling administrators and managers to create an unlimited # of custom reports.  Simple reports, complex table join reports, matrix reports, any columns, auto sum fields, auto-formulas, roll-up from location to region to HQ, and more.

Auto-Delivery Reports

SUMO includes functionality to schedule reports to be auto-emailed to any users of the system daily, weekly, or monthly.

Anytime Mobile Access

iPhone & Android mobile app available to view all out-of-box (and custom) dashboards and reports in real-time via your mobile phone or tablet.

Export Your Data

You may schedule routine data backups or export your data to common formats anytime.

What are customers saying?


SUMO rescued us from manual processes!

SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments. 

We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.

Rebeca Lamadrid

VP, Operational Effectiveness, The Washington Center

Great app for productivity & scheduling

I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.

Ashley Jones

Associate Director - Salesforce, Neighborhood Trust Financial Partners

SUMO Rocks!

We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher

IT Manager, Five Star Professional

This App has completely changed our processes

The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.

Kerry Hoisington

Director of Customer Experience, Careerstep

Sophisticated, easy-to-use appointment tool

I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert

Salesforce Consulting Director, Huron Consulting

Takes the headaches out of scheduling appointments!

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!

Taylor Neece

Dean of Admissions, California Baptist University

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