I will create a professional salesforce report and dashboard


Vetted Pro
Top Rated
Geprüft von Fiverr Pro
Sixto H wurde vom Fiverr Pro-Team aufgrund besonderer Expertise ausgewählt.
Über diesen Service
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.
Lerne Sixto H kennen
Vetted Pro
Salesforce Professional
Top Rated
Sixto H ist Teil des Fiverr Pro-Katalogs und wurde von einem spezialisierten Fiverr Pro-Team basierend auf Fähigkeiten und Fachwissen sorgfältig ausgewählt.
Geprüft für
CRM-Management
Datenvisualisierung
Software-Entwicklung
Softwaremanagement
- AusMexiko
- Mitglied seitMai 2021
- ⌀ Antwortzeit1 Stunde
- Letzte Lieferung1 Monat
Sprachen
Spanisch, Englisch

Axos Bank
Banking

The Ksquare Group
Software Development

Zurich Insurance Group
Insurance
Mein Portfolio
FAQ
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 Bewertungen für diesen Service
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Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
V viritopia

Großbritannien
Laufende ZusammenarbeitExcellent work
100 $-200 $
Preis
11 Tagen
Dauer
Hilfreich?X xcoreff1

Vereinigte Staaten
Laufende ZusammenarbeitThank 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!
50 $
Preis
1 Tag
Dauer
Hilfreich?V viritopia

Großbritannien
Laufende ZusammenarbeitHighly recommend.
100 $-200 $
Preis
1 Tag
Dauer
Hilfreich?I 
iamnotlucid

Vereinigte Staaten
Laufende ZusammenarbeitErik 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.
200 $-400 $
Preis
13 Tagen
Dauer
E 
Antwort des Freelancers
Hilfreich?M mattmis

Großbritannien
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.
1.000 $-2.500 $
Preis
6 Wochen
Dauer
E 
Antwort des Freelancers
Hilfreich?
7 Bewertungen für diesen Service
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Zusammensetzung der Bewertung
- Kommunikation
- Qualität der Lieferung
- Preis-Leistungs-Verhältnis der Lieferung
Sortieren nach:
V viritopia

Großbritannien
Laufende ZusammenarbeitExcellent work
100 $-200 $
Preis
11 Tagen
Dauer
Hilfreich?X xcoreff1

Vereinigte Staaten
Laufende ZusammenarbeitThank 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!
50 $
Preis
1 Tag
Dauer
Hilfreich?V viritopia

Großbritannien
Laufende ZusammenarbeitHighly recommend.
100 $-200 $
Preis
1 Tag
Dauer
Hilfreich?I 
iamnotlucid

Vereinigte Staaten
Laufende ZusammenarbeitErik 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.
200 $-400 $
Preis
13 Tagen
Dauer
E 
Antwort des Freelancers
Hilfreich?M mattmis

Großbritannien
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.
1.000 $-2.500 $
Preis
6 Wochen
Dauer
E 
Antwort des Freelancers
Hilfreich?

