Salesforce Reports & Dashboards Build - 20/04/2026 17:47 EDT

@kamran2012

This looks like a great fit, I will build your Sales and Operations dashboards — MRR-based funnels, renewal tracking, case completion time by rep and type, and the activity reporting fix so it captures emails, calls, and document uploads instead of just tasks. One thing I will address early: the "active work time" tracking needs a custom flow to log elapsed time per status change, plus an approval process for manual hour edits — this ensures accurate case completion metrics without reps inflating numbers. Questions: 1) Are renewal opportunities currently tagged with a distinct record type or stage, or do I need to create that separation? 2) For the escalated priority status — should that trigger an auto-assignment rule or just flag visually on dashboards? Looking forward to talking through the details. Kamran

@Lincolnwhiz

As someone who excels in data analysis, I am more than prepared to help you build out the reporting layer of your Lightning org and turn your CRM data into actionable dashboards. My knowledge of Salesforce Lightning Report Builder and Dashboard Builder, as well as SOQL, will ensure that your reports are correctly designed and that your filters, formula fields, and row-level security are perfectly aligned with your existing sharing settings. Additionally, my background in understanding role hierarchy and sharing rules will help me keep your sensitive data locked down appropriately. Optimizing for Lightning Experience is something I consistently pay attention to. By delivering on intuitive component layouts, drill-down options, mobile visibility, and configuring scheduled refreshes alongside email snapshots, I'll ensure your operational dashboards are easy to access and packed with up-to-date information for daily use. Choose me for this project if you're looking for a committed professional focused on delivering quality work and creating scalable solutions that grow with your business. Let's lock down those sensitive data while transforming the raw CRM data into liveable dashboards for actionable steps - together!

@juanjosec63

Hi, I have 9 years experience in (Salesforce Lightning, Salesforce reporting, dashboard design, SOQL, CRM analytics, data visualization, and operational performance tracking). For this project, I am going to build a clean reporting layer in your Lightning org by creating the underlying reports, formulas, filters, and dashboard logic for sales, renewals, commissions, and operations, while fixing the current reporting gaps around MRR, activities, case work time, and role-based visibility so leadership and reps see accurate real-time numbers they can actually use. I have real hands-on experience building Salesforce operational dashboards where the challenge is not just visualizing data, but correcting report logic, aligning it with business workflows, and keeping everything usable inside a fixed-hour engagement. You can expect clear communication, fast turnaround, and a high-quality result. Best regards, Juan

@abhiramukk

Hi, This is Abhiram from UK. Creating operational dashboards that empower leadership decisions is crucial. I understand the need to transform raw CRM data into actionable insights for daily operations. My approach involves designing comprehensive reports, building real-time dashboards focusing on sales performance and customer service metrics, and configuring scheduled refreshes for up-to-date insights. Utilizing Salesforce Lightning Report and Dashboard Builders, along with SOQL for complex formulas, I ensure data security through role hierarchy and sharing rules. To meet your acceptance criteria, I will set up automated deal registration forms, generate renewal funnel reports, implement work time tracking, and develop commission reports. Additionally, I will address specific dashboard requirements for sales reps and the sales team. I am committed to providing a seamless hand-off guide for future reference. I am prepared to collaborate closely, ensuring the project stays on track within the allocated hours. If needed, I can share relevant samples of my previous operational dashboard projects for your review.