Create Custom Salesforce Sales Dashboard
Budget: $30 – $250 USD
I'm looking to create a custom dashboard in Salesforce.
-Month vs. Month (Previous year)
-Two Months vs.Two Months (Previous Year)
-Three Months vs.Three Months (Previous Year)
-Year vs. Year (We start 10/1. Example 10/1/21 thru 11/2/21 vs. 10/1/20 thru 11/2/21
I'd like this to be reported off of closed-won opportunities in both a table and graph formats. I also need the ability for sales managers to set goals and have those goals represented on the graph format. Dashboard should be viewable at the user level and manager level showing all activity.
-Month vs. Month (Previous year)
-Two Months vs.Two Months (Previous Year)
-Three Months vs.Three Months (Previous Year)
-Year vs. Year (We start 10/1. Example 10/1/21 thru 11/2/21 vs. 10/1/20 thru 11/2/21
I'd like this to be reported off of closed-won opportunities in both a table and graph formats. I also need the ability for sales managers to set goals and have those goals represented on the graph format. Dashboard should be viewable at the user level and manager level showing all activity.