Tableau Dashboards for SFDC Sales
Budget: $250 – $750 USD
I’m implementing Tableau inside our Salesforce CRM and need 3–4 polished dashboards that surface the story of our sales performance right where the team works each day. The focus is clear: track revenue by salesperson, monitor lead-to-close conversion, and shine a light on every stage of the pipeline— all fed by real-time data so reps and managers can act without delay.
The build will live inside SFDC, so the dashboards must embed seamlessly, respect existing permissions, and feel native to the user. Alongside the visuals, I also want “impulse signals” (instant alerts or notifications) that flag spikes, dips, or bottlenecks the moment they happen.
Deliverables
• 3–4 interactive Tableau dashboards embedded in Salesforce
• Real-time data connection and refresh logic
• Configurable impulse alerts tied to key thresholds
• Handoff documentation and a quick walkthrough so my admin team can tweak filters or add users later
If you’ve already tackled Tableau-in-SFDC projects and know your way around sales datasets, I’d love to hear how you’d approach this and the timeline you’d propose.
The build will live inside SFDC, so the dashboards must embed seamlessly, respect existing permissions, and feel native to the user. Alongside the visuals, I also want “impulse signals” (instant alerts or notifications) that flag spikes, dips, or bottlenecks the moment they happen.
Deliverables
• 3–4 interactive Tableau dashboards embedded in Salesforce
• Real-time data connection and refresh logic
• Configurable impulse alerts tied to key thresholds
• Handoff documentation and a quick walkthrough so my admin team can tweak filters or add users later
If you’ve already tackled Tableau-in-SFDC projects and know your way around sales datasets, I’d love to hear how you’d approach this and the timeline you’d propose.