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Automated Salesforce Sales Dashboard

Freelancer

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event2026年10月22日に公開 · verified2026年10月22日時点で募集中であることを確認済みです

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₹ 1.500 – ₹ 12.500 /案件

求人について

I need a small automation that pulls fresh data from Salesforce and turns it into a clear sales-performance dashboard every week and month. The focus is on deals won, revenue generated, pipeline value, and any other core sales metrics already stored in Salesforce. Here is what I have in mind: • The script or workflow connects securely to my Salesforce account, fetches the relevant objects (Opportunities, Accounts, maybe a custom field or two), and stores them in a lightweight data model. • Without any manual tweaking, the data then feeds a dashboard that refreshes on a set schedule—weekly and monthly—with filters for time period and deal stage. • The finished dashboard should live in a tool I can share easily with managers (Tableau, Power BI, Looker Studio, or a native Salesforce Lightning dashboard are all fine; I’m open to guidance). Deliverables 1. Connection/auth setup and repeatable data pull from Salesforce. 2. Automated data refresh on a weekly and a monthly cadence. 3. Interactive dashboard focused on sales performance (deals won, revenue, pipeline) with export-to-PDF or image for reports. 4. Quick hand-off session and basic documentation on how to adjust date ranges or add a new metric later. If this goes smoothly, I may expand the same framework to marketing or accounting platforms, but for now it’s Salesforce only. Let me know which tooling you propose and how fast you can have a first version ready.

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