You will get a Pre-Built Salesforce Dashboard for Pipeline Performance
Top Rated
You will get a Pre-Built Salesforce Dashboard for Pipeline Performance
Project details
You will get a dashboard that displays information useful for your organization's Sales team and Executives.
With my experience working with several clients with the same requirements- I have put together the most often requested and useful dashboard tiles/reports for your use.
I have also studied several best practices and recommendations from experienced consultants for forming these dashboard reports.
These metrics will be super helpful to track your sales pipeline.
I believe reporting on the salesforce data accurately - and providing a visual representation of the right information is extremely helpful for tracking company performance.
Dashboard will visually display Information below:
Closed Business
Opportunities By Month Closed
Opportunities Funnel
Current Opportunities
Opportunities By Sales Rep
Opportunities by Lead Source
Days in Current Stage
Top 10 Opportunities
Oppty Stage with Historical Trending
Pipeline Growth by Month
These may be customized to show other fields or additional filter criteria specific to your org.
You may request changes/customizations specific to your org at an additional mutually agreed cost
With my experience working with several clients with the same requirements- I have put together the most often requested and useful dashboard tiles/reports for your use.
I have also studied several best practices and recommendations from experienced consultants for forming these dashboard reports.
These metrics will be super helpful to track your sales pipeline.
I believe reporting on the salesforce data accurately - and providing a visual representation of the right information is extremely helpful for tracking company performance.
Dashboard will visually display Information below:
Closed Business
Opportunities By Month Closed
Opportunities Funnel
Current Opportunities
Opportunities By Sales Rep
Opportunities by Lead Source
Days in Current Stage
Top 10 Opportunities
Oppty Stage with Historical Trending
Pipeline Growth by Month
These may be customized to show other fields or additional filter criteria specific to your org.
You may request changes/customizations specific to your org at an additional mutually agreed cost
What's included
| Service Tiers |
Starter
$150
|
Standard
$200
|
Advanced
$250
|
|---|---|---|---|
| Delivery Time | 2 days | 3 days | 5 days |
Number of Revisions | 2 | 3 | 5 |
Number of Graphs/Charts | 10 | 12 | 15 |
Number of Variations | 1 | 1 | 1 |
Data Source Connectivity | - | - | - |
Web Embedding | - | - | - |
Interactive/Animated Visuals | - | - | - |
Optional add-ons
You can add these on the next page.
Additional Revision
+$10
Additional Graph/Chart
(+ 1 Day)
+$10
1 review
(1)
(0)
(0)
(0)
(0)
This project doesn't have any reviews.
SS
Seshasai S.
Jun 2, 2022
Business Analyst CRM
Anita has exceptional skills, you are the best with right attitude and faster delivery time ! Kudos to you
About Anita
7X Salesforce Certified|Salesforce Consultant,Developer (8 years)
100%
Job Success
Pune, India - 3:13 pm local time
Experience on Sales Cloud,Service Cloud,NPSP and Financial Services Cloud
⏩Delivered 50+ Salesforce Projects
⏩ 5 Star Feedback⭐⭐⭐⭐⭐
⏩7x Salesforce Certifications:
• Salesforce Certified Administrator
• Platform Developer 1,
• Service Cloud Consultant,
• Sales Cloud Consultant
• App Builder
• Salesforce Certified Associate
• Sharing and Visibility Designer
I have extensive experience in Salesforce Administration/development and below are some of the typical activities that I perform:
1. Creation of custom Objects, Fields and Record types
2. User security and permission, profiles and permission sets , roles , sharing settings,Org wide defaults etc.
3. Create point and click code - using Process builder , Flows, Workflows , validation rules , simple triggers ,apex code and integrations via API calls
4. Setup of reports and dashboards - custom reports and dashboards
5. Data import using both data import wizard and dataloader
6. Installation of AppExchange apps into the Enterprise Org
7. Data entry for Account and contact setup , lead data import etc
8. De-duplication of accounts , contacts , leads
9. Handled average to complex Flows and process builder automation
Steps for completing your project
After purchasing the project, send requirements so Anita can start the project.
Delivery time starts when Anita receives requirements from you.
Anita works on your project following the steps below.
Revisions may occur after the delivery date.
Deploy Dashboard
Receive access to target client Org Review client Org data to ensure it fits with the pre-built dashboard Deploy the Pre-packaged dashboard and reports to client org Test to ensure dashboard is showing graphs with information as expected