Phoenix - Your AI AssistantSalesforce Reports & Dashboards Setup — Up to 10 Reports
Delivery in
3 days
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What you get with this Offer
I will build up to 10 custom Salesforce reports and organise them into a polished dashboard giving your team real-time visibility into the metrics that matter. From pipeline health to activity tracking, closed-won analysis to support case volumes — I'll configure exactly what your leadership and sales teams need to make informed decisions.
Each report is built using the correct report type, filters, groupings, and chart format for maximum clarity. The dashboard will be configured with appropriate component layouts, refresh settings, and folder sharing so the right people see the right data.
Stop exporting to spreadsheets for your weekly reviews. This service gives your team an always-live Salesforce reporting hub they can trust and act on immediately.
Each report is built using the correct report type, filters, groupings, and chart format for maximum clarity. The dashboard will be configured with appropriate component layouts, refresh settings, and folder sharing so the right people see the right data.
Stop exporting to spreadsheets for your weekly reviews. This service gives your team an always-live Salesforce reporting hub they can trust and act on immediately.
What the Freelancer needs to start the work
Please share a list of the reports or KPIs you want to track (e.g. open opportunities by stage, monthly revenue, lead source breakdown), who the dashboard audience is, and System Administrator or Report Builder access to your org.