Dakota Joe, a natural language report builder in Dakota Marketplace, allows you to generate detailed Salesforce reports in seconds—just type a prompt like:
“Create a list of RIAs in Boston above $1B AUM with CIO contacts who invest in venture capital.”
Joe is Dakota Marketplace’s AI-powered report builder that lives directly inside your existing environment. With Joe, you can generate custom reports on Accounts, Contacts, Investments, and Dakota Recommends data in a consistent, presentation-ready format. Just tell Joe what you’d like to see — by segment, time period, or strategy — and it builds the report for you.
Build reports on Accounts, Contacts, Investments, and Dakota Recommends data with a simple prompt. Joe handles the heavy lifting so you can focus on decisions, not data prep.
Need to match investors with funds they’ve committed to, or see specific contact types at a certain account type? Joe can cross-reference data across multiple objects to create holistic views of your pipeline and investor base.
Ask for exactly what you need: “Show investments made in the last 12 months” or “New RIAs investing in real estate.” Joe applies your filters and returns structured, filter-ready results.
Joe can handle grouping data, sorting and reorganizing data to make it easy for you to see what you are focused on.
Show me new RIAs investing in real estate in the last 12 months
Type a natural-language prompt inside Dakota Marketplace.
Joe pulls from your Dakota Marketplace data, applies your filters and parameters, and generates a clean report with the right columns and structure.
Review, tweak, and share your report with your team — or export it to Excel when needed.
Where Reports Live
Sharing with Your Team
Export to Excel
Ownership & Collaboration
All Joe-generated reports are automatically saved in your customer-specific folder under the Reports tab in Dakota Marketplace. No more wondering where that great report went — it’s already saved and organized for you.
Once Joe creates a report, you’re not locked in.
Update segments, time periods, and criteria.
Add, remove, or reorder columns to highlight what matters most.
Quickly re-run the same report with updated parameters.
Soon, you’ll be able to schedule Joe to automatically update and deliver reports on a set cadence (weekly, monthly, etc.).
Imagine your most important reports showing up, refreshed, right when you need them — without anyone lifting a finger.
Joe operates fully within your secure Dakota Marketplace environment
and adheres to all existing data privacy standards.
Joe has access only to Dakota Marketplace data.
Joe does not access user-generated content such as events, tasks, or notes.
Reports and data stay within your organization’s secure Dakota Marketplace account.
See how Joe can help your team build better reports, faster — all inside Dakota Marketplace.
