You will get Premium Salesforce reports and dashboards.
Top Rated
Project details
You will get top-quality reports and dashboards to track essential KPIs like pipeline, stage, amount, and source. I can create comprehensive Salesforce reports for opportunities, cases, activities, and other critical metrics. My previous work includes dashboards for stalled opportunities, total won and lost amounts, reasons for lost deals, competitor analysis, sales pipeline, sales rep performance, and quarterly forecasts.
Support & IT Services
Cloud Services, CRM Customization & Development, ConsultationOperating System
WindowsCloud Platforms
SaaS, SalesforceWhat's included
| Service Tiers |
Starter
$100
|
Standard
$300
|
Advanced
$600
|
|---|---|---|---|
| Delivery Time | 2 days | 5 days | 10 days |
Number of Revisions | 1 | 2 | 3 |
Remote Connection Support | - | - | - |
Documentation | - | - | - |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$50 - $200
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Mark R.
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Rohit, Chirag, and the team were excellent. We had a clearly scoped project that was delivered successfully, both on time and on budget. Chirag went the extra mile to make sure everything met our expectations and our customers are very happy with the output. I highly recommend the Cloud Ingenious team!
About Rohit
16X Salesforce Certified || AI Agent Expert || Agentforce Specialist
100%
Job Success
Faridabad, India - 11:50 pm local time
I’m comfortable building custom fields, page layouts, validation rules, workflows, and automation, and I’ve worked across most Salesforce clouds including 𝐒𝐚𝐥𝐞𝐬, 𝐒𝐞𝐫𝐯𝐢𝐜𝐞, 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠, 𝐏𝐚𝐫𝐝𝐨𝐭, 𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬, and more.
Over the years, I’ve delivered full implementations and custom solutions across different industries.
✔️ In 𝐇𝐞𝐚𝐥𝐭𝐡 𝐂𝐥𝐨𝐮𝐝, I’ve worked on integrating patient data from EHR systems and other healthcare platforms, and built detailed patient profiles that include medical history, medications, allergies, and other relevant information needed by care teams.
✔️ In 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐒𝐞𝐫𝐯𝐢𝐜𝐞𝐬 𝐂𝐥𝐨𝐮𝐝, I’ve helped firms consolidate client data from multiple systems like CRMs, portfolio tools, and compliance platforms. I’ve customised client profiles to track financial goals, risk tolerance, investment preferences, and interaction history so teams get a complete picture of their customers.
✔️ I’ve also implemented 𝐂𝐨𝐧𝐠𝐚 𝐂𝐋𝐌, where I automated contract creation, approvals, and e-signatures. I customised templates and clause libraries to standardise contracts and meet compliance requirements.
✔️ From building custom objects, flows, 𝐫𝐞𝐩𝐨𝐫𝐭𝐬, 𝐚𝐧𝐝 𝐝𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 to handling integrations, I’ve done end-to-end Salesforce work. I’ve integrated Salesforce with websites, third-party tools, and automation platforms to improve both sales and service processes.
✔️ On the marketing side, I’ve worked with 𝐌𝐚𝐫𝐤𝐞𝐭𝐢𝐧𝐠 𝐂𝐥𝐨𝐮𝐝 𝐚𝐧𝐝 𝐏𝐚𝐫𝐝𝐨𝐭, supporting inbound marketing, campaigns, and customer journeys. I’ve also integrated HubSpot with Salesforce to keep sales and marketing data aligned.
✔️ I’ve helped businesses move from other CRMs to Salesforce, including large data migrations. In one finance project, I 𝐦𝐢𝐠𝐫𝐚𝐭𝐞𝐝 𝐨𝐯𝐞𝐫 𝟏𝟎,𝟎𝟎𝟎 𝐫𝐞𝐜𝐨𝐫𝐝𝐬 𝐚𝐧𝐝 𝐭𝐡𝐨𝐮𝐬𝐚𝐧𝐝𝐬 𝐨𝐟 𝐟𝐢𝐥𝐞𝐬, then customised Salesforce to match the client’s exact business processes.
✔️ Another key project involved 𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞 𝐂𝐏𝐐, where I handled complex pricing models like volume discounts, bundles, and region-based pricing. I configured products, price books, and discount schedules to ensure accurate and consistent quotes.
✔️ I’ve worked with clients across 20+ industries such as real estate, finance, e-commerce, education, and more. Many of these projects involved setting up Salesforce from scratch and tailoring it to how the business actually works.
🏆 🏆 🏆 List of Salesforce Certifications:
🎓Salesforce Health Cloud Admin
🎓Salesforce Integration Architect
🎓Salesforce Platform Developer II (PD2)
🎓Salesforce Certified CPQ Specialist
🎓Salesforce Certified Tableau CRM and Einstein Discovery Consultant
🎓Salesforce Platform Developer I (PD1/DEX402)
🎓Salesforce Sales Cloud Consultant
🎓Salesforce Service Cloud Consultant
🎓Salesforce Administrator
🎓Salesforce Certified Platform App Builder
🎓Salesforce Marketing Cloud Consultant
🎓Salesforce Experience Cloud Consultant
My way of working is straightforward: I first understand the business problem, then design a Salesforce solution that fits — not overcomplicated, but scalable and practical.
If you’re looking for someone who can own Salesforce work end to end and deliver solutions that support real business growth, I’d be happy to help.
Steps for completing your project
After purchasing the project, send requirements so Rohit can start the project.
Delivery time starts when Rohit receives requirements from you.
Rohit works on your project following the steps below.
Revisions may occur after the delivery date.
Understand your requirement in detail
My First step will be to have a call or chat with and get to know what exactly you want in your Reports and Dashboards.