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I will build custom salesforce reports and dashboards
Angela K
Informazioni su questo servizio
Is your Salesforce data sitting there doing nothing? I'll turn it into clear, actionable dashboards and reports your sales team will actually use.
I'm a Salesforce-certified operations professional with 7 years of experience building reporting solutions for sales and revenue teams. I know what sales leaders need to see and I know how to build it cleanly.
What I can build:
- Sales pipeline and forecast dashboards
- Lead conversion and funnel reports
- Rep activity and performance tracking
- Revenue and quota attainment views
- Implementation or customer success dashboards
- Any custom report your team needs
How it works:
- You tell me what you need to measure
- You provide temporary Salesforce access
- I build, test, and deliver clean documentation
- You request any revisions
All work is done directly in your Salesforce environment. No third party tools, no extra costs.
Not sure exactly what you need? Send me a message and I'll help you figure it out.
Scopri di più su Angela K
Angela K
CRM Expert, Sales Operations, Dashboards and Reporting
- DaStati Uniti
- Membro daago 2021
Lingue
Inglese
If your CRM is a mess, your reports don't make sense, or your sales team is drowning in manual work — I can help.
I'm a Salesforce and HubSpot ops professional with 7 years of experience building dashboards, cleaning up databases, and fixing the behind-the-scenes chaos that slows businesses down.
I can help with Salesforce setup and cleanup, custom reports and dashboards, data hygiene, workflow automation, and CRM audits.
Detail-oriented, easy to work with, and I deliver clean work on time. Not sure if I can help? Just ask.
Il mio portfolio
FAQ
Do I need to give you access to my Salesforce?
Yes, temporary login credentials are required. I recommend creating a temporary admin profile that you can deactivate after delivery
What if I don't know what reports I need?
Send me a message describing your business and what decisions you're trying to make. I'll recommend what to build.
Do you work with all Salesforce editions?
I work with Professional, Enterprise and Unlimited editions. Some advanced features require Enterprise or above.
