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You've been tasked with preparing quarterly reports for the Sales Leadership Team. This fast-paced organization is going through a series of mergers & acquisitions, so there are new products and team members that are being added/removed. This can make reporting challenging, as we need to adapt to new people, processes, and systems from month to month. Sales Leadership is looking for you to manage these changes and provide accurate financial reports. This includes:

Changes in how products are categorized

Adjustments to Opportunity Financials

Changes in Opportunity Type (New Business, Upselling within the Same Product Line, Cross-sells to other Product Lines)

Team Member Education

Logging Close Dates Correctly

Entering in Opportunity Financial Details Correctly

Filtering out groups that Did Not Materialize (Lost during implementation)

You are expected to provide the following key results:


Produce accurate financial reports for the current reporting period

Preparation of a Salesforce Dashboard summarizing results

Preparing an executive summary for Sales Leadership

Net New Sales Revenue for the quarter

Any deviations from the previous quarter

Recommendations for Improvement (people, process, systems)

Documentation of Process

In your video, please outline:


Your process for identifying reporting requirements. What are some key questions that you might ask to produce the desired end result?

Collaboration with internal stakeholders - How do you ensure you're getting accurate data?

Creation of auditing dashboards in Salesforce

Maintenance of Opportunity Data in Salesforce

Tracking and managing changes to the data

Your auditing process prior to preparing an executive summary

Putting yourself in the shoes of Sales Leadership, what are some questions that they might ask to know if the data you provided is correct?

Outline the key components you would provide in your executive summary

I need this Dashboard in Salesforce

Report Development Salesforce Lightning

ID Projek: #37258073

Tentang projek

3 cadangan Projek jarak jauh Aktif 1 bulan lepas

3 pekerja bebas membida secara purata ₹8683 untuk pekerjaan ini


I am new to freelancing but I got 4 years of hands-on experience In this As a Developer, I have created Lightning components to facilitate various aspects of the application and involved Building custom user Interfa Lagi

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Having 10+ yrs of Salesforce experience in both Customisation and configuration. Have worked on VF pages, AURA framework and LWC framework

₹15000 INR dalam 7 hari
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Hello, my name is Mohamed and I am a Salesforce-certified professional with extensive experience working with Salesforce. I have developed custom applications in Salesforce including objects, workflows, and reporting. Lagi

₹1050 INR dalam 7 hari
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