Power BI to Salesforce build reporting suite
Budget: £18 – £36 GBP
Project Title: Salesforce to power BI - build reporting suite
Purpose of the reporting suite: Sales analysis and live reporting. I have an existing report in Excel that needs replicating in powerbi.
Existing data sets: Yes, I have existing data sets
I need the freelance to work with me to build this.
Requirements:
- Develop a reporting suite using Power BI and Salesforce to perform sales analysis.
- Use existing data sets provided by the client to generate insightful reports and visualizations.
- Collaborate with the client to understand their specific reporting requirements.
- Create custom dashboards, charts, and reports to analyze sales data and identify trends.
- Implement data cleaning and transformation processes to ensure data accuracy and consistency.
- Optimize the reporting suite for efficiency and performance.
- Provide training and documentation to the client on how to use and maintain the reporting suite.
Ideal skills and experience:
- Proficiency in Power BI and Salesforce.
- Strong knowledge of data analysis and visualization techniques.
- Experience in developing reporting suites for sales analysis.
- Ability to work with existing data sets and create additional data sets if needed.
- Familiarity with data cleaning and transformation techniques.
- Excellent communication and collaboration skills to understand and meet client requirements.
- Attention to detail and ability to deliver accurate and visually appealing reports and visualizations.
- Ability to provide training and
Purpose of the reporting suite: Sales analysis and live reporting. I have an existing report in Excel that needs replicating in powerbi.
Existing data sets: Yes, I have existing data sets
I need the freelance to work with me to build this.
Requirements:
- Develop a reporting suite using Power BI and Salesforce to perform sales analysis.
- Use existing data sets provided by the client to generate insightful reports and visualizations.
- Collaborate with the client to understand their specific reporting requirements.
- Create custom dashboards, charts, and reports to analyze sales data and identify trends.
- Implement data cleaning and transformation processes to ensure data accuracy and consistency.
- Optimize the reporting suite for efficiency and performance.
- Provide training and documentation to the client on how to use and maintain the reporting suite.
Ideal skills and experience:
- Proficiency in Power BI and Salesforce.
- Strong knowledge of data analysis and visualization techniques.
- Experience in developing reporting suites for sales analysis.
- Ability to work with existing data sets and create additional data sets if needed.
- Familiarity with data cleaning and transformation techniques.
- Excellent communication and collaboration skills to understand and meet client requirements.
- Attention to detail and ability to deliver accurate and visually appealing reports and visualizations.
- Ability to provide training and