Salesforce Sales Pipeline Reporting
Budget: $250 – $750 AUD
Need help building reports in Salesforce for Sales and Finance. These are pipeline reports for settled and in progress loans and are required for Risk to ensure the business is not overexposed in particular loan types (i.e property, equipment, line of credit) or a third party lender.
There may be some requirements to recommend additional fields be added to Salesforce to add data needed to calculate results in the report.
The preference is to build the report in Salesforce but if required, a Business Intelligence tool such as Microsoft Power BI can be used.
Demonstrated examples of similar work will be required to be selected as the successful candidate.
Candidates with automatic replies such as "I understand your requirements completely and can provide you a report no problems" will be ignored.
Please feel free to ask any more questions or additional detail.
Thank you.
There may be some requirements to recommend additional fields be added to Salesforce to add data needed to calculate results in the report.
The preference is to build the report in Salesforce but if required, a Business Intelligence tool such as Microsoft Power BI can be used.
Demonstrated examples of similar work will be required to be selected as the successful candidate.
Candidates with automatic replies such as "I understand your requirements completely and can provide you a report no problems" will be ignored.
Please feel free to ask any more questions or additional detail.
Thank you.