I will build custom salesforce reports and dashboards

United States

I speak English

Solutions Architect

I build practical systems around the way people work. As a Salesforce Certified Platform Administrator, I combine CRM experience with a background in product data, customer support, and team leadershi...
About this Gig

Having trouble getting useful answers from your Salesforce reports?


I'm a Salesforce Certified Platform Administrator with experience building reports and dashboards for executives and department leads. I can help turn your existing CRM data into reporting that's easier to understand and use.


What I can help with:


  • Custom Salesforce reports
  • Sales pipeline and activity reporting
  • Report filters, groupings, and summaries
  • Dashboard components and layouts
  • Improvements to existing reports and dashboards


I'll build around the business questions you need answered. Premium includes documentation explaining the setup.


Scope and exclusions:


Packages use existing Salesforce data and fields. CRM Analytics, data cleanup or migration, new fields or objects, integrations, and custom development are not included. Revisions cover the agreed reporting requirements; additional reports or components are quoted separately.


Please send the metrics you want to track and any examples before ordering so I can confirm the scope.

Software:

Salesforce

Industry:

Data analytics

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E-Commerce

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Energy