What you get with this Offer
Boost Your Data-Driven Decisions: Custom Salesforce Reports & Dashboards
Upon completion of this offer, you will receive:
• Up to three (3) custom-built reports using standard Salesforce report types and will incorporate formulas, filters, grouping, conditional highlighting, and charts to enhance your reports to meet your needs.
• One (1) Dashboard tailored to your specific needs and can feature dynamic charts, graphs, and tables to visualize key data. You’ll be able to filter data and drill down into details for deeper analysis.
• Up to three (3) rounds of revisions to ensure your complete satisfaction.
What the Freelancer needs to start the work
To ensure I can deliver the best possible reports and dashboards, please provide the following:
1. System Administrator access and permissions to create and view reports and dashboards.
2. Confirm your specific Salesforce Organization Edition to ensure my technical designs are compatible.
3. Please share how you plan to use the reports and dashboards (e.g., for sales tracking, performance monitoring).
• Key metrics you want to track
• Insights you are hoping to gain
• Who will be using these reports and dashboards?
4. Your Requirements: Please provide details on the specific reports and dashboard you need:
• Data sources: Relevant objects, existing custom report types, and fields that should be included in the reports.
• Data quality: Confirm that your data is accurate, complete, and up-to-date. If your data requires cleaning or transformation, please inform in advance.
• Criteria or filters to apply to the data (e.g., date ranges, specific record types).
• Questions your dashboard needs to answer?
• Any specific report or dashboard design preferences, such as color schemes, chart types, or layout? If possible, please provide examples of reports and dashboard that you like.
5. Any sample data or examples of the types of reports and dashboards you want me to build would be helpful, but not required.
I am committed to clear and timely communication throughout the project. Please feel free to contact me with any questions.
