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Fiverr Pro
English
$
USD
I will create professional salesforce reports and dashboards
Targeted B2B leads, spreadsheet cleanup, competitor research
I'm Chad, a Business Systems, Automation & IT Specialist. My strongest specialty is Salesforce — Flow automation, troubleshooting, org audits, and reporting — and I also automate CRM/business processe...
About this Gig
Your Salesforce data is only useful when leadership can actually read it. I build reports and dashboards that answer real management questions pipeline, activity, performance, follow-up not vanity charts. Tell me the questions you need answered. Basic: up to 2 reports. Standard: a report set plus a dashboard. Premium: the full management package with a KPI structure so the numbers mean the same thing every month. Built in your org, documented so your team can adjust filters without calling me.
Analysis type:
Descriptive Analysis
Expertise:
Business Insights
Technology:
Excel
Programming language:
SQL
FAQ
What do you need from me to start?
The exact problem or outcome, access via your own accounts (collaborator/admin invite — never your password), and any files or examples tied to the issue. I confirm scope with you before work starts.
What if my problem is bigger than the package?
I'll tell you plainly before I start. Bigger work becomes a gig extra or a custom quote — you'll never be charged for scope you didn't approve.
Do you use AI tools?
Yes, where they help — including ChatGPT and Claude — and I personally review, test, and stand behind every delivery. Happy to walk through my process.
