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Fiverr Pro
English
$
USD
I will build custom salesforce CRM dashboards and reports
6x certified Admin and Agentforce Specialist
I am a 6x certified Salesforce Admin, BA, developer, and Agentforce Specialist. I have experience working with a variety of clients of all sizes and industries, including Sales, Service, Marketing, Fi...
About this Gig
Salesforce Reports & Dashboards Specialist
Need clearer insights from your Salesforce data? I help businesses create actionable reports and dashboards that improve visibility, decision-making, and performance tracking.
I am a Senior Salesforce Administrator with 8+ years of experience across Sales Cloud, Service Cloud, Financial Services Cloud, Nonprofit Cloud, Health Cloud, and Marketing Cloud.
This gig is ideal for businesses needing custom reports, dashboards, KPI tracking, pipeline visibility, service metrics, and reporting optimisation.
Services include:
Custom reports and dashboards
Executive KPI dashboards
Sales and service reporting
Forecasting dashboards
Report filters and automation
Reporting optimisation and clean-up
Data visibility improvements
Salesforce reporting audits
I hold Salesforce certifications including Platform Administrator, Platform Administrator II, Platform App Builder, Agentforce Specialist, and Business Analyst.
Please message me before placing an order to discuss your requirements so we can make sure you get the best package for your needs.
Software:
Salesforce
Industry:
Financial services
•
Manufacturing & storage
•
Nonprofit
My Portfolio
FAQ
What types of Salesforce reports can you create?
I can create sales, service, forecasting, KPI, operational, management, and executive-level reports and dashboards.
Can you improve existing reports and dashboards?
Yes. I can optimise existing reports for usability, performance, visibility, and cleaner data insights.
Do you create dashboards for leadership teams?
Absolutely. I can build executive dashboards focused on KPIs, forecasting, trends, and business performance.
Can you help clean up inaccurate reporting?
Yes. I can review report filters, data structure, and dashboard setup to improve reporting accuracy.
Will I receive documentation or training?
Yes. Documentation and training sessions are available as gig extras.
Which Salesforce Clouds do you support?
I have experience across Sales Cloud, Service Cloud, Marketing Cloud, Financial Services Cloud, Nonprofit Cloud and Health Cloud.
Should I contact you before placing an order?
Yes, please message me before ordering so we can discuss your requirements and select the right package.
