Salesforce Lead Report Dashboard
Budget: $30 – $250 USD
I need a straightforward Salesforce report that lists every lead created during the current month, grouped by Lead Source, with Lead Status displayed. The report should show a clear total so I can instantly see how many leads each source produced.
Only leads whose status is marked “In Progress” should appear. I would also like the report filtered by Lead Owner so individual performance is obvious.
Once the report is ready, turn it into a dashboard widget that presents the data as a Line graph. The visual must update automatically as new leads come in and reflect the same filters and groupings used in the underlying report.
Deliverables
• Current-month lead report grouped by Lead Source, filtered to “In Progress” status and by Lead Owner
• Line-graph dashboard widget connected to that report, with visible totals
I will provide Salesforce access as soon as we agree on the hand-off details. Please take this on only if you have hands-on experience building Salesforce reports and dashboards, as I would like a quick turnaround and clean, no-maintenance configuration.
Only leads whose status is marked “In Progress” should appear. I would also like the report filtered by Lead Owner so individual performance is obvious.
Once the report is ready, turn it into a dashboard widget that presents the data as a Line graph. The visual must update automatically as new leads come in and reflect the same filters and groupings used in the underlying report.
Deliverables
• Current-month lead report grouped by Lead Source, filtered to “In Progress” status and by Lead Owner
• Line-graph dashboard widget connected to that report, with visible totals
I will provide Salesforce access as soon as we agree on the hand-off details. Please take this on only if you have hands-on experience building Salesforce reports and dashboards, as I would like a quick turnaround and clean, no-maintenance configuration.