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Fiverr Pro
English
$
USD
I will create salesforce reports and dashboards
About this Gig
Are you struggling to get the information you need from Salesforce? I can help you build clear, accurate reports and interactive dashboards that give you real visibility into your sales, service, marketing, or operations.
With nearly 12 years of Salesforce consulting experience, I've helped organizations of all sizes improve reporting, streamline decision-making, and maximize the value of their Salesforce investment.
Services Include
- Custom Salesforce Reports
- Interactive Dashboards
- Report Filters and Cross Filters
- Summary, Matrix, Joined, and Tabular Reports
- Custom Report Types
- Charts and Dashboard Components
- Report Folder Organization
- Dashboard Optimization
- KPI and Executive Dashboards
- Sales, Service, Marketing, Nonprofit, and Executive Reporting
Please contact me before ordering if your request is complex or involves multiple dashboards, custom report types, or advanced Salesforce configuration.
Software:
Salesforce
Industry:
Business services & consulting
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Data analytics
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Software
FAQ
Do you work with Salesforce Lightning?
Yes. I work primarily with Salesforce Lightning Experience.
Can you fix existing reports?
Absolutely. I can troubleshoot inaccurate reports, improve performance, and reorganize dashboards.
Can you create executive dashboards?
Yes. I build dashboards for executives, sales managers, customer service leaders, and nonprofit organizations.
Do I need to provide login access?
Yes. You'll need to provide secure access to your Salesforce org or a sandbox. I can also work via screen sharing if preferred.
Can you recommend better KPIs?
Yes. If you're unsure what to measure, I can recommend reports and dashboards based on your business objectives.
Do you offer additional Salesforce consulting?
Yes. If your project uncovers opportunities for automation, process improvements, documentation, user training, or additional Salesforce enhancements, those services can be added as custom work.
