Hi there. Looking for someone who can format and save some sales reports in our salesforce system.
1. Sales by owner: Account List 2018
need this report organized by:
a. MONTH (showing 12 months starts oct 1 2017 to sept 30 2018)
b. grouped by "all" by' orders and memos owner'
c. sorted by account owner
d. all sales with accounts with goals 2017/2018 > 0
e. categories to appear
*it should tally each persons total sales
*draft of old report attached here (but filters are slightly different)
Report 2. New Buz 2018 organized by:
b. grouped by ' orders and memo owner'
c. all 'sales 2017/2018' greater than 0 created in that month
d. where 'goal 2017/2018' is blank (Clear)
e. categories to be included
f. sales amounts to grand total per 'orders and memo owner'
Hours to be determined
Less than 1 month< 1 monthProject LengthDuration
I am looking for a mix of experience and value