Find Jobs
Hire Freelancers

Salesforce New Reports and Dashboards

$30-250 SGD

Completato
Pubblicato quasi 10 anni fa

$30-250 SGD

Pagato al completamento
My small business already uses Salesforce as a simple CRM. I need Salesforce optimised: Jobs 1 and 2 = Report setup Jobs 3 and 4 = Dashboard optimisation Below is detailed spec 1. Monthly report Can the system calculate and send to me at 1am on 1st of every month With these columns 1. Months 2. Number of contact with date created in that month 3. Number with Status as SPAM with date created in that month 4. Number with Status as Pending with date created in that month 5. Total expected account sizes for all those classified as Pending in that month (the system is going to need to: a) Create a median value for all the Expected Account Size which i think should be done by creating automatically populating new SF field that feeds of the Expected Account Size field ranges b) sum these for the desired Status) 6. Number with Status as Open with date created in that month 7. Total expected account sizes for all those classified as Open in that month 8. Number with Status as Signed and Funded with date created in that month 9. Total expected account sizes for all those classifed as Signed and Funded in that month 10 Average genuine user Account size = Open+Pending+Signed+Funded Expected Account sizes/ Total number of clients classified as Open+Pending+Signed+Funded in the corresponding month 11. Monthly Referral rate %: ( OPen+Signed+Funded) / (All contacts with date created in that month) 12. Monthly Referral conversion rate % : (Signed+Funded) / (Signed+Funded+Closed) 2. Weekly report Sent at midnight UK time at the end of Friday this is a consolidation of the daily report Columns - for date created in last 7 days from Midnight Friday 1. Number of contacts created 2. Number classified as Spam 3. Number Not yet called 4. Number Pending 5. Total Pending account sizes 6. Number Open 7. Total Open account size HOME SCREEN: 3. Main screen dashboard: *Before doing this implement a Call Back field for all contacts Not Yet Contacted List 1. All the new imports to SF must automatically be labelled at NYC (not status '0') 2. Columns: Name, Ques ID, Expected account size, Date last created, Call back field default = date last created plus one business day 3. New field: Results checked? : {Answer is Yes or No]. This field populated automatically if the contact has checked their results link. SF will know this because the system will receive an email with a certain Subject line and a reference to the user Questionniare ID. These are currently automatically appedned to the relevant contact. SF needs to read that if this has been appended then the new field automatically says Yes. If the link has not been read then the default answer in the Field is No. 4. Ability to sort any of the columns Ascending/Descending 5. After 1 week from date first created the contact moves to Spam and an automatic email is sent to the contact - copy t be provided on request Pending List 1. All the Pendings contacts listed 2. Columns: Name, Ques ID, Expected account size, Date last created, Call back field default = date last created plus one business day 3. Ability to sort any of the columns Ascending/Descending 4. Second Dashboard Total Open client Total Expected Account Size of all the clients classified as Open Total Pending clients Total Pending AUM Referrals this week (week defined as 7 days to Friday midnight) (Referral definition - number contacts of any date created which have Status changes to Open) with a target of 12 - are we above or below target? Month to date FWM referral conversion rate - for every new Contact created in the current Month how many are changed to 'Open' All reports should be accessible and seen by all the Salesforce users in my company. All reports should source data from 'All wealth managers' not just 'My contacts'.
Rif. progetto: 6031417

Info sul progetto

3 proposte
Progetto a distanza
Attivo 10 anni fa

Hai voglia di guadagnare un po'?

I vantaggi delle offerte su Freelancer

Imposta il tuo budget e le scadenze
Fatti pagare per il lavoro svolto
Delinea la tua proposta
La registrazione e le offerte sui lavori sono gratuite
Assegnato a:
Avatar dell'utente
Hello, I own a company in India and we are authorized Salesforce Consulting & ISV Partner. Please go through my feedbacks to see my past experiences in Salesforce. More details: [login to view URL] Can surely help you create all reports & dashboards you need within 5-7 days for $200 SGD. Please select to start.
$210 SGD in 5 giorni
4,6 (26 valutazioni)
6,2
6,2
3 freelance hanno fatto un'offerta media di $646 SGD
Avatar dell'utente
Need to discuss this in detail,please tell me how we can start the discussion on this requirement. for more detail. We have a team of professionals,they have more than 11 year of experience,so we can manage this work and will give you quality solution.
$395 SGD in 14 giorni
1,0 (1 valutazione)
0,0
0,0

Info sul cliente

Bandiera: SINGAPORE
Singapore, Singapore
5,0
3
Metodo di pagamento verificato
Membro dal mag 9, 2014

Verifica del cliente

Grazie! Ti abbiamo inviato tramite email il link per richiedere il tuo bonus gratuito.
Non è stato possibile inviarti l'email. Riprova per piacere.
di utenti registrati di lavori pubblicati
Freelancer ® is a registered Trademark of Freelancer Technology Pty Limited (ACN 142 189 759)
Copyright © 2024 Freelancer Technology Pty Limited (ACN 142 189 759)
Caricamento anteprima
Autorizzazione per la geolocalizzazione concessa.
La tua sessione è scaduta ed è stato effettuato il log out. Accedi nuovamente per piacere.