Salesforce Reports & Dashboards Build

I’m looking for an experienced Salesforce specialist to spend roughly 100 focused hours building out the reporting layer of our Lightning org. The goal is to turn raw CRM data into clear, operational dashboards that leadership can act on daily.

Scope of work
• Design and create the underlying reports (tabular, summary, or matrix—whatever best fits each metric) with clean filters, formula fields, and row-level security that respect existing sharing settings.
• Assemble real-time operational dashboards that highlight two core areas: Sales performance (pipeline health, closed-won velocity, quota attainment, etc.) and Customer service metrics (case volume, first-response time, resolution SLA, CSAT trends).
• Configure scheduled refreshes and email snapshots so managers always start their day with up-to-date numbers.
• Optimise for Lightning Experience with intuitive component layouts, drill-downs, and mobile visibility.
• Provide a brief hand-off guide explaining report filters, dashboard components, and any custom fields or formula logic added.

Tools & skills needed
Salesforce Lightning Report Builder, Dashboard Builder, SOQL (when formulas alone won’t cut it), and a solid grasp of role hierarchy and sharing rules to keep sensitive data locked down.

Acceptance criteria
1. All requested metrics surface correctly on a single-click dashboard, with refreshes completing in under 15 seconds.
2. Users with the standard Sales or Service profiles see only the data they’re entitled to.
3. Documentation is clear enough that an internal admin can clone or tweak each report without outside help.

I’ll be available for quick feedback loops throughout the engagement to keep us on-track and within the 100-hour window. If you’ve built similar operational dashboards before, I’d love to review a sample or screen share of your work.