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I'm seeking an expert to build a Salesforce dashboard that visualizes key sales and pipeline data. Carry out a days training with our internal team in our London office. Requirements: - Display sales data, focusing on: Pipeline sectors - Monthly revenue - Conversion rates - Sales by region and individual - Use charts, graphs, and tables for visualization Build in sets of filters for each element of the pipeline and team's Ideal Skills and Experience: - Proficiency in Salesforce - Strong data visualization skills - Experience creating interactive and informative dashboards
Project ID: 40185323
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105 freelancers are bidding on average £496 GBP for this job

Hello, I understand you want a Salesforce dashboard to visualize key sales and pipeline data, focusing on pipeline sectors, monthly revenue, conversion rates, and sales by region and individual. I will build an interactive Lightning dashboard with charts, graphs, and tables, and include sets of filters for each pipeline element and for the team so you can drill down easily. The training will be held in your London office and cover setup, data interpretation, and ongoing maintenance with a compact enablement guide. How many users will need access to the dashboard? Do you have a preferred data source and Salesforce objects for pipeline and revenue fields? What level of data refresh frequency do you require (real-time, hourly, daily)? Would you like regional and rep targets included in the visuals and alerts? What is your target go-live date and available windows for training in London? What is your target go-live date and available windows for training in London? Best regards,
£750 GBP in 13 days
8.5
8.5

★★★★★★ START NOW ★★★★★★ Message me so we talk in detail.. Yes, I can build a Salesforce dashboard that visualizes key sales and pipeline data perfectly !! I placed a bid after checking your requirements. If you want you can ask me any questions regarding your requirement. I'm interested in working on your project. And don't worry about work. First, check my work if you are happy Then pay me. Please let me know if you require any detailed information. Waiting for your reply. I hope you respond to me. Thanks Sunil
£500 GBP in 7 days
7.4
7.4

As an experienced Senior Web & Mobile Application Developer with over a decade of experience, I have built efficient and insightful data-driven interfaces for businesses across various sectors. My in-depth knowledge of Salesforce combined with my strong abilities in data analysis and visualization can deliver exactly what you're looking for: a powerful dashboard that displays your key sales and pipeline data clearly, ensuring your team can identify actionable insights promptly. To ensure the dashboard meets your specific needs, I provide a collaborative approach. My aim is to empower your internal team to not just understand the dashboard, but effectively utilize it. I'll conduct comprehensive training sessions for your team in your London office, teaching them to manipulate data using filters, interpret graphs and apply the resulting insights strategically. Alongside my proficiency in frontend and backend development, I have noteworthy expertise in AI/ML and Cloud technologies; skills that can bring exciting possibilities to your Salesforce journey as we look into leveraging predictive analytics or building intelligent workflows. With advanced capabilities in Python and machine learning integration, I can maximize the potential of your Salesforce architecture while maintaining focus on quality, performance, and most importantly, exceeding your expectations. With Regards! Abhi
£750 GBP in 7 days
6.6
6.6

Hello, I understand you’re looking for a Salesforce dashboard visualization expert to turn your sales and pipeline data into a clear, actionable view while also delivering hands-on training for your internal team. This requires not only strong Salesforce and Lightning experience, but also the ability to translate complex datasets into intuitive visuals that support day-to-day decision-making. My approach would focus on building a structured, interactive dashboard that clearly presents pipeline sectors, monthly revenue trends, conversion rates, and performance by region and individual. Each component would be supported by well-designed charts, tables, and graphs, with layered filters that allow teams to drill down by pipeline stage, time period, and salesperson without clutter or confusion. Beyond the build itself, I prioritize usability and adoption. The dashboard would be designed to align with Salesforce best practices so it remains scalable and easy to maintain. The on-site training day in your London office would be practical and hands-on, ensuring your team understands not only how to read the dashboards, but also how to adjust filters, interpret trends, and confidently use the insights in real sales discussions. Thanks, Asif
£750 GBP in 15 days
6.7
6.7

Hello, I have carefully reviewed your project details and understand that you need a Salesforce dashboard to visualize key sales and pipeline metrics, along with a full-day training for your internal team in London. I can confidently deliver a solution that transforms raw Salesforce data into actionable insights, helping your team make informed decisions quickly. My approach begins with designing an interactive dashboard in Salesforce Lightning, using built-in reporting tools, dynamic filters, and visualization components like charts, graphs, and tables to highlight pipeline sectors, monthly revenue, conversion rates, and individual and regional performance. I will ensure that filters are intuitive and customizable for different user roles. Data will be structured efficiently to maintain fast performance and accurate reporting. After building the dashboard, I will conduct a hands-on training session, guiding your team through dashboard functionality, custom report creation, and best practices for ongoing data management. Do you prefer the dashboard to include predictive metrics or focus solely on historical and current sales data? Lets chat and discuss further! Best Regards, Aneesa
£250 GBP in 1 day
6.0
6.0

As a certified Salesforce professional with vast experience across various industries and Salesforce modules, I believe I am the perfect fit for your Salesforce dashboard visualization project. My team and I have successfully executed numerous data analysis and visualizations tasks similar to yours, showcasing monthly revenue, conversion rates, and sales by region through interactive and informative dashboards. I understand the value of data-driven decision-making and how a well-constructed dashboard can streamline your sales process. With my strong skills in data analysis, data analytics, Salesforce App Development, and Salesforce Lightning, I will ensure every aspect of your pipeline is thoughtfully visualized using charts, graphs, tables, and filters where necessary. Let's turn your data into insights for success! Let's meet on a quick chat and discuss details. Thanks and regards.
£900 GBP in 10 days
5.9
5.9

Hello, As a Top-rated Salesforce partner, I can design interactive, filter-rich dashboards highlighting pipeline, revenue trends, win rates, and regional performance for fast, data-driven decisions. I’ll use Salesforce native dashboards/Lightning for intuitive charts and self-service analytics, plus a 1-day onsite training in your London office so your team can confidently use and adapt the solution. Which Salesforce clouds do you use and how many users should the training cover? Look forward to your reply. Regards Sahanaj
£700 GBP in 7 days
5.6
5.6

I'm confident that my extensive experience as a FULL-STACK developer offers the perfect foundation for your Salesforce dashboard project. I've honed my skills over my 15-year tenure in web and mobile app development, making me comfortable with Angular JS, React, Vue.js -- expertise that translates to a deep understanding of frontend design for effective data visualization. In addition to being well-versed in Salesforce, my proficiency in PHP empowers me to create intuitive and interactive dashboards. My approach prioritizes the needs of end-users like yourselves, so I always design with sets of filters in mind, as you specifically requested. Aside from developing your desired dashboard, I offer added value: training your internal team in effectively utilizing it. My commitment to clear and transparent communication ensures that you'll stay updated throughout this project. Moreover, you can trust that my work will be bug-free; client satisfaction is vital to me and I ensure proper testing before handing over any deliverable.
£500 GBP in 7 days
5.5
5.5

Hi there, The primary challenge with a high-level Salesforce dashboard is ensuring that "Regional Revenue" and "Conversion Rates" remain accurate when multiple team members use overlapping filters. We will resolve this by building a custom Report Type architecture that standardizes your pipeline sectors, ensuring that your region-specific filters dynamically update every chart without double-counting opportunities or misattributing individual sales performance. Before we begin, here are our questions. Are your pipeline sectors currently defined by a custom "Industry" field or a specific "Lead Source" category within Salesforce? Also, for the London-based training day, would you like us to provide a customized "Quick Reference Guide" for your team that covers how to clone and adjust these filters independently in the future? We have delivered this type of project before, specializing in clean, interactive Salesforce visualizations for UK-based sales teams. Feel free to check our portfolio, or I can send you specific samples of sales performance dashboards in chat. As a company policy, we also provide 30 days of post delivery support to ensure everything runs smoothly after our training session. Let’s discuss your project today!
£500 GBP in 5 days
5.5
5.5

As an experienced web developer, I've had to master the art of data analysis and visualization, and I can apply these skills to your Salesforce dashboard project. My expertise in PHP - a common language for data processing - further solidifies my abilities to help you extract and present the necessary data from Salesforce. Additionally, I'm proficient in using various graphic tools to create visually engaging charts, graphs, and tables that will powerfully convey your sales performance and key pipeline insights. In my series of service offerings, I have successfully developed highly interactive and informative dashboards that have impressed clients like you with their usability and efficiency. My deep understanding of Salesforce ensures that your dashboard will not only display a clear picture of monthly revenue but also provide insightful conversion rates and comprehensive sales segmentation by region or individual reps. Moreover, my commitment to long-term partnerships, consistent delivery of exceptional experiences, and alignment with clients' growth goals makes me a reliable choice for your Salesforce dashboard project. Let's chart your course to success together - contact me today and let's dive into the specifics!
£450 GBP in 10 days
5.3
5.3

✋ Hi there. I can build a Salesforce dashboard that clearly visualizes your sales data, pipeline metrics, and team performance with interactive charts, graphs, and tables. ✔️ I have solid experience creating Salesforce dashboards and reports, designing filters for dynamic views, and training internal teams, and I recently delivered a dashboard showing monthly revenue, conversion rates, regional sales, and individual performance with interactive elements for easy analysis. ✔️ For your project, I will design dashboards with filters for pipeline sectors, sales by region, and individual reps, set up visualizations for key metrics, and ensure the layout is intuitive and actionable. ✔️ I will also provide a one-day onsite training in London for your team, covering how to use, filter, and update the dashboard independently. Let’s chat to review your current Salesforce setup and metrics to include. Best regards, Mykhaylo
£500 GBP in 7 days
5.4
5.4

Hi Justin B., I am very interested in building your Salesforce dashboard and leading the day of training in your London office. I am a Salesforce consultant with strong data visualization experience. I have created interactive dashboards that show pipeline sectors, monthly revenue, conversion rates, and sales by region and individual. My approach is to use clear charts, graphs, and tables with filter sets for each pipeline element and team view. I focus on making dashboards easy to read and update so your team can trust the numbers and act fast. Please see my profile and portfolio for examples. Could you confirm whether the data will come solely from Salesforce or include external sources, and how many users will need access? Best regards, Saad J.
£450 GBP in 12 days
5.3
5.3

Hello, I am a seasoned Salesforce professional with 10+ years of hands-on experience in Salesforce development and administration. Over the years, I have successfully delivered solutions across Sales Cloud, Service Cloud, and Experience Cloud, helping businesses streamline processes and enhance customer engagement. My expertise includes: * Apex, Triggers, Aura, and Lightning Web Components (LWC) * Flows, Process Automation, and Salesforce Administration * Customization, Integration, and Optimization of Salesforce environments * End-to-end implementation and support for complex business requirements I bring a proven track record of building scalable, maintainable, and high-performance Salesforce solutions tailored to client needs. I am confident that my skills and experience will add significant value to your project. Looking forward to collaborating and contributing to your success. Best regards, Arpit K.
£250 GBP in 3 days
5.4
5.4

I can create a Salesforce dashboard that clearly visualizes your key sales and pipeline data, including monthly revenue, conversion rates, and sales by region and individual. I've built similar dashboards for a healthcare client where filtering by regions and sales teams helped drive actionable insights and improved forecasting accuracy. My approach will include charts, graphs, and tables with intuitive filters for each pipeline element. To make the dashboard effective, could you share the main data sources and any specific metrics or KPIs you track beyond those listed? Also, knowing your team’s familiarity with Salesforce reporting tools will help tailor the training. I’ll make sure the dashboard is interactive and user-friendly, then deliver a focused full-day training session in your London office to empower your team to manage and expand these visualizations confidently. Ready to get started and turn your sales data into clear, actionable insights.
£750 GBP in 7 days
5.1
5.1

I have strong experience building Salesforce sales and pipeline dashboards. I can create clear, interactive dashboards with filters for pipeline stages, revenue, regions, and team performance, using charts and tables. I’ll also deliver a hands-on training session with your team in London so they can use and manage the dashboard confidently.
£250 GBP in 3 days
5.1
5.1

Hi there, Poorly configured Salesforce dashboards often lead to fragmented data silos and inaccurate forecasting, which can stall your team’s momentum. I will build a centralized, high-performance visualization suite that transforms your pipeline sectors and conversion rates into actionable insights, followed by an intensive on-site training day in London to ensure your team masters the new tools. Here are my questions: what specific timeframe should the initial historical data cover, and does your team currently use Salesforce Lightning or Classic? Let’s discuss your project now!
£500 GBP in 7 days
4.9
4.9

With my wealth of experience planning and implementing comprehensive dashboards on Salesforce, I am confident in my ability to create a highly effective visualization of your sales and pipeline data. I recognize the significance of key elements like monthly revenue, conversion rates, sales by region and individual within pipeline sectors. I understand how important it is that this data is not only displayed accurately but also visually comprehensible for your team. My strong data visualization skills honed through several successful projects are at play here. My grasp on JavaScript Frameworks, CSS, HTML5, MySQL, and more enables me to fully utilize the tools available on Salesforce for optimum visualization. Delivering your project with a well-structured layout comprising charts, graphs, and tables along with integrated filtering options will be second nature to me. Moreover, having successfully conducted training sessions with numerous teams in my career, I am able to communicate complex ideas in a simplified manner which makes learning much easier. Conclusively, with a union of technical competence and personable skill set, collaborating with me means not just a job accomplished but also a quality training experience fortified around your needs. As an experienced developer well-versed in both frontend and backend development you can rely on me even after the project ends for consultations or any other Salesforce-related assistance.
£300 GBP in 3 days
5.2
5.2

Hi there, I’ll build a Salesforce dashboard that visualizes Pipeline sectors, Monthly revenue, Conversion rates, and Sales by region and rep with charts, graphs, and tables plus smart filters—ready to see a live demo next week? I bring deep Salesforce Lightning and data visualization experience, and I’ll train your London team on-site over four days with post-training support; how soon can we schedule kickoff? Best regards,
£250 GBP in 6 days
4.8
4.8

Hi, I'm excited about the opportunity to build a Salesforce dashboard tailored to visualize your key sales and pipeline data. With over 7 years of experience in software development and a strong background in data visualization, I am confident in my ability to create interactive and informative dashboards that highlight monthly revenue, conversion rates, and sales by region. I will implement various charts, graphs, and tables, along with customizable filters to ensure your team can analyze the data effectively. Once the dashboard is ready, I will conduct a comprehensive training session at your London office to empower your internal team to utilize it efficiently. Best regards, Andrii
£500 GBP in 2 days
4.5
4.5

Hello, As a seasoned full-stack and Android developer, PHP and Laravel, I have amassed over 6 years specializing in building well-performing, user-oriented, and scalable digital tools. I have experience working with data-heavy platforms such as SaaS systems and CRM organizations. I'd be thrilled to bring my expertise to bear on your Salesforce dashboard project. Data visualization is not only a strong suit for me but a real passion. I've created numerous interactive and informative dashboards in the past - some of which are currently deployed for thousands of users. My approach is centered on translating complex data into intuitive visuals that allow the user to understand and make actionable decisions. Another advantage comes from my being up to date with modern tools such as Vue and React which would be relevant for frontend visualizations using charts, graphs, tables, as well as filters as requested in the project. Additionally, my experience working closely with teams ensures effective communication and collaboration when training your internal team in your London office. I'm ready to lead this project from start to finish ensuring robust APIs, modular architecture, efficient UIs, clear domain logic, while maintaining top-notch performance and usability standards,- making sure you get exactly what you need Thanks!
£250 GBP in 13 days
4.0
4.0

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