Build Dashboard & Optimize data structure
Budget: $500 – $8,000 USD
We have a Salesforce instance set up, but our small, non-profit team still has difficulty finding the right data, creating reports, and finding dashboards useful. We want to hire 1 person for a 3-part job.
1. "Premium Payments" dataset
2. "Audit" dataset
3. Optimize SF instance
1. The Premium Payments dataset is in Excel. It is not a large file, but it does require many connected functions. We want to bring this data into Salesforce and be able to connect each client to their payment calculations, have a status for it each quarter, and run reports so we can invoice these clients.
2. The Audit dataset is currently in Excel and is large enough to crash often on a Macbook Air. It's about 90,000 rows and several dozen columns. We want to upload this data to SF, but aren't sure how to configure and connect it to other data in a useful and efficient way. There will be several novice Salesforce users that will need to query this data.
3. Our small data team gets frequent requests from employees trying to understand where to find the data they need. Even though some are in Salesforce fairly regularly, the way it is set up seems to be difficult to use. We understand that we have a somewhat complicated scenario, but we need help deciding how to make it more simple to use. Specifically, we are looking for what's possible and for someone to make the changes for us.
1. "Premium Payments" dataset
2. "Audit" dataset
3. Optimize SF instance
1. The Premium Payments dataset is in Excel. It is not a large file, but it does require many connected functions. We want to bring this data into Salesforce and be able to connect each client to their payment calculations, have a status for it each quarter, and run reports so we can invoice these clients.
2. The Audit dataset is currently in Excel and is large enough to crash often on a Macbook Air. It's about 90,000 rows and several dozen columns. We want to upload this data to SF, but aren't sure how to configure and connect it to other data in a useful and efficient way. There will be several novice Salesforce users that will need to query this data.
3. Our small data team gets frequent requests from employees trying to understand where to find the data they need. Even though some are in Salesforce fairly regularly, the way it is set up seems to be difficult to use. We understand that we have a somewhat complicated scenario, but we need help deciding how to make it more simple to use. Specifically, we are looking for what's possible and for someone to make the changes for us.