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I need to complete this Project as soon as possible this week -- 2

₹600-1500 INR

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Slået op 8 måneder siden

₹600-1500 INR

Betales ved levering
CASE STUDY 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: 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: 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
Projekt-ID: 37258073

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Aktiv 6 måneder siden

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3 freelancere byder i gennemsnit ₹8.683 INR på dette job
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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 Interfaces, Dashboards or Reports to provide a seamless Experience for BC Advisors and suppliers. I have Involved handling Real-time updates, Notification between components and involved designing custom objects to store additional data related to suppliers and I often involved creating a tailored salesforce user interface for different user roles and needs. Hope I will be helpful to you to complete the project
₹10.000 INR på 7 dage
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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
₹15.000 INR på 7 dage
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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. I understand that you need to complete this Project as soon as possible this week and that you are looking for someone to manage the changes made to your quarterly reports. Your organization is going through a series of mergers & acquisitions so there are new products and team members being added/removed each month. This makes reporting challenging as you need to adapt to new people, processes, and systems each quarter. I would be delighted to help you with this Project. With my extensive knowledge of Salesforce and application development, I am confident that I can deliver accurate financial reports for the current reporting period as well as prepare an executive summary for Sales Leadership. Additionally, I can ensure that Net New Sales Revenue for the quarter is accurate along with any deviations from the previous quarter.
₹1.050 INR på 7 dage
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Medlem siden okt. 2, 2023

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