I will build custom salesforce reports and dashboards
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
