I will create a professional salesforce report and dashboard


Vetted Pro
Top Rated
Verificado pelo Fiverr Pro
Sixto H foi selecionado pela equipe do Fiverr Pro considerando sua experiência.
Sobre este Serviço
I will build Salesforce reports and dashboards your team will actually open.
Most Salesforce dashboards get built once, shared once, and opened by nobody ever again. The reason is that they answer the questions the builder was interested in, not the questions your team asks on Monday morning.
I build around the decisions you already make. 7 years in the Salesforce ecosystem. Certified Administrator.
What I build:
- Custom reports on standard and custom objects, with saved filters and the right summary formulas
- Dynamic dashboards that show each viewer their own data, not yours
- Executive dashboards for pipeline movement, forecast confidence, and renewal risk
- Ops dashboards for rep activity, case aging, and SLA compliance
- Walkthroughs so your team knows what they are looking at
What I will not build:
- Dashboards that visualize everything and answer nothing
- Reports with no saved filters they go stale the day you ship them
- External Analytics builds, which belong on a specialist gig
- Work on an org where the decision-maker is not in the conversation
Message me before ordering for a custom offer.
Conheça mais sobre Sixto H
Vetted Pro
Salesforce Professional
Top Rated
Sixto H faz parte do catálogo Fiverr Pro e foi escolhido a dedo por uma equipe dedicada do Fiverr Pro por suas habilidades e conhecimentos.
Verificado para
Desenvolvimento de Software
Gerenciamento de CRM
Gerenciamento de Software
Visualização de Dados
- A partir deMéxico
- Membro desdemai. de 2021
- Responde em aprox.:1 hora
- Última entrega4 dias
Idiomas
Espanhol, Inglês

Axos Bank
Banking

The Ksquare Group
Software Development

Zurich Insurance Group
Insurance
Meu portfólio
Perguntas frequentes
How do I place an order and what information do you need from me?
Before placing your order, be sure to send me a message on the "Contact Seller" button that is on next to the Gig description, or the "Message ErickSixto" button. Send me your requirements and I will be sure to provide you with a custom offer. Any document or attachment needed would be helpful
What makes your dashboards different from what I can build myself?
The first question I ask is not "what do you want to see." It is "what decision are you trying to make?" A dashboard that visualizes data is easy. A dashboard that answers a specific decision in 3 seconds takes thought. I build the second kind.
Can you build CRM Analytics (Tableau CRM) dashboards?
CRM Analytics is a specialist product with its own licensing and build patterns. If you genuinely need it, message me before ordering and I will tell you honestly whether it is the right fit.
Will the dashboards work for different user roles?
Yes. I build dynamic dashboards by default, which means each user sees their own data rather than a shared view. This works for sales reps seeing their own pipeline, managers seeing their team, and executives seeing the full org, all from the same dashboard.
How do you handle custom fields and objects?
report on any standard or custom object in your org, provided the data is structured correctly. If your custom objects have data quality issues or missing relationships, I flag that at scoping time rather than building reports on broken foundations.
What happens if my team does not use the dashboards after delivery?
That is the outcome this gig is designed to prevent. Premium delivery includes a walkthrough your team can watch on their own time. Adoption is the deliverable, not the dashboard itself.
How do you handle urgent reporting requests?
For genuine urgency like board-meeting prep or investor reporting, message me first to confirm I can prioritize the work before you place the order.
7 avaliações deste Serviço
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Classificação detalhada
- Nível de comunicação do freelancer
- Qualidade da entrega
- Valor da entrega
Ordenar por
V viritopia
Cliente recorrente

Reino Unido
Excellent work
US$ 100-US$ 200
$
11 dias
Tempo
Útil?X xcoreff1
Cliente recorrente

Estados Unidos
Thank you once again Erick! Your professionalism and expertise are unmatched! I highly recommend your services. If anyone is on the fence about using Erick, please don't worry. We've used him for multiple projects over a couple of years, and have been very happy on all of them! Thanks!
Até US$ 50
$
1 dia
Tempo
Útil?V viritopia
Cliente recorrente

Reino Unido
Highly recommend.
US$ 100-US$ 200
$
1 dia
Tempo
Útil?I 
iamnotlucid
Cliente recorrente

Estados Unidos
Erik went above and beyond, i can't even believe how comprehensive he is about his work, i fully trust him and will most definitely come back for another order. Amazing.
US$ 200-US$ 400
$
13 dias
Tempo
E 
Resposta do freelancer
Útil?M mattmis

Reino Unido
Great to work with Sixto - really knows his stuff when it comes to Salesforce. Hope to work with him the in future. From initial call to delivery the service was really professional and well managed through out.
US$ 800-US$ 1.000
$
6 semanas
Tempo
E 
Resposta do freelancer
Útil?
7 avaliações deste Serviço
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Classificação detalhada
- Nível de comunicação do freelancer
- Qualidade da entrega
- Valor da entrega
Ordenar por
V viritopia
Cliente recorrente

Reino Unido
Excellent work
US$ 100-US$ 200
$
11 dias
Tempo
Útil?X xcoreff1
Cliente recorrente

Estados Unidos
Thank you once again Erick! Your professionalism and expertise are unmatched! I highly recommend your services. If anyone is on the fence about using Erick, please don't worry. We've used him for multiple projects over a couple of years, and have been very happy on all of them! Thanks!
Até US$ 50
$
1 dia
Tempo
Útil?V viritopia
Cliente recorrente

Reino Unido
Highly recommend.
US$ 100-US$ 200
$
1 dia
Tempo
Útil?I 
iamnotlucid
Cliente recorrente

Estados Unidos
Erik went above and beyond, i can't even believe how comprehensive he is about his work, i fully trust him and will most definitely come back for another order. Amazing.
US$ 200-US$ 400
$
13 dias
Tempo
E 
Resposta do freelancer
Útil?M mattmis

Reino Unido
Great to work with Sixto - really knows his stuff when it comes to Salesforce. Hope to work with him the in future. From initial call to delivery the service was really professional and well managed through out.
US$ 800-US$ 1.000
$
6 semanas
Tempo
E 
Resposta do freelancer
Útil?

