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$
USD
I will do salesforce reports and dashboards
Test Engineer
Manual QA Tester with 5+ years of experience in Functional, API, Regression, Smoke, and UAT testing. Skilled in SDLC/STLC, Agile/Scrum, test case design, execution, and defect tracking. Hands-on with ...
About this Gig
Do you need clear and powerful Salesforce reports or dashboards to track your business performance?
I will create custom Salesforce reports and dashboards tailored to your business needs, helping you make better data-driven decisions.
What I can build:
- Sales performance dashboards
- Lead & pipeline reports
- Opportunity tracking reports
- Custom reports with filters & grouping
- KPI dashboards with charts
Features:
- Real-time data insights
- Clean and professional dashboards
- Custom filters, fields & logic
- Easy-to-understand visualizations
Tools:
- Salesforce Reports & Dashboards
- CRM data analysis
What you will get:
- Fully configured reports/dashboard
- Clean and structured layout
- Guidance on how to use
Why choose me?
- Salesforce + business understanding
- Focus on clarity and usability
- Reliable and timely delivery
- Please contact me before placing an order.
Software:
Salesforce
Industry:
Real estate
•
Software
•
Insurance
FAQ
1. What access do you need to create reports and dashboards?
I will need access to your Salesforce org (Sandbox preferred) along with required permissions to create or modify reports and dashboards.
2. Can you customize reports based on my business needs?
Yes, I create fully customized reports based on your requirements such as sales tracking, pipeline analysis, or KPI monitoring.
3. Do you create dashboards with charts and KPIs?
Yes, I design professional dashboards with charts, graphs, and KPIs to help you visualize your data clearly.
4. Can you modify or improve existing Salesforce reports?
Yes, I can optimize your existing reports and dashboards by improving filters, structure, and data clarity.
5. Will you help me understand how to use the reports/dashboard?
Yes, I provide guidance on how to use and customize your reports and dashboards after delivery.
6. What if I need additional reports or changes later?
You can request additional reports or modifications through gig extras or a custom offer.
