Provide you with one hour of Salesforce reporting and dashboard training or setup
$80
Explore the marketplace!
What you get with this Offer
What's the use in capturing data, if you can't use it to make business decisions?
I take an objective-based approach; Explain to me what you or your business needs to understand and when, and I can create the reports you need.
If you have created reports and are unsure how to turn these into a dashboard, I can either show you how, or do this for you - or both!
I can offer training on how to create Salesforce reports and dashboards and provide you with recommendations on governance.
I can also show you some neat tips and tricks to make data accessible to the right people at the right time.
E.g. If you would like to add dashboard components to your homescreen, I can do this for you. If you would like to access a report directly from a record, I can do this for you.
If you have any reporting or dashboard requirement, please get in touch and we can discuss your needs.
I recommend the following article to understand the intrinsic relationship between KPIs and data to deliver valuable insight to facilitate decision making, which is why I prefer an objective based approach when it comes to reporting:
http://www.forbes.com/sites/bernardmarr/2016/06/23/why-big-data-means-nothing-without-little-data/#59eba59119c0
I take an objective-based approach; Explain to me what you or your business needs to understand and when, and I can create the reports you need.
If you have created reports and are unsure how to turn these into a dashboard, I can either show you how, or do this for you - or both!
I can offer training on how to create Salesforce reports and dashboards and provide you with recommendations on governance.
I can also show you some neat tips and tricks to make data accessible to the right people at the right time.
E.g. If you would like to add dashboard components to your homescreen, I can do this for you. If you would like to access a report directly from a record, I can do this for you.
If you have any reporting or dashboard requirement, please get in touch and we can discuss your needs.
I recommend the following article to understand the intrinsic relationship between KPIs and data to deliver valuable insight to facilitate decision making, which is why I prefer an objective based approach when it comes to reporting:
http://www.forbes.com/sites/bernardmarr/2016/06/23/why-big-data-means-nothing-without-little-data/#59eba59119c0
What the Freelancer needs to start the work
I need to understand whether you are looking for training on the reporting functionality, and who the audience is.
If you are looking for me to create reports or dashboards for you, I need to understand what your objective is and which specific data points you need to see and in what format.
If you require training, I need a short brief as to what you are looking to understand/achieve.
If you are unsure where to even start.. please get in touch and we can discuss your needs.
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