
Suljettu
Julkaistu
Maksettu toimituksen yhteydessä
I need to expand my current Salesforce dashboard with brand-new functional components so my team can explore key metrics in real time instead of staring at static snapshots. The focus is on interactive charts and additional dashboard sections that pull tracking data directly from our existing Salesforce objects—no external databases or third-party APIs are involved. Here’s what I’m after: dynamic charts that respond to clicks, hovers, and quick filters; drill-downs that jump straight into the underlying report; and a consolidated metrics panel that refreshes automatically as records change. I’ll share the specific objects, fields, and a rough wireframe, along with sandbox access. Your job is to build the Lightning (or native dashboard) components, wire them up with efficient SOQL, and deploy them back to the sandbox ready for testing. Deliverables: • Fully functioning interactive chart components packaged for installation • Updated dashboard pages displaying the new metrics views • Brief setup documentation plus any Apex/JavaScript you write • A short walk-through call so I can roll everything into production confidently Everything must respect Salesforce governor limits, rely on existing sharing rules, and look clean in Lightning Experience. If you have a portfolio of similar chart-heavy Salesforce work, I’d love to see it when you bid so I know you can hit the ground running. As I’ve stepped further into the role and spent more time in the data, it’s become clear that our current setup is not structured in a way that allows us to effectively track growth, stagnation, conversion performance, and outreach impact. The goal of this project is to move from basic activity tracking to a system that supports operational decision making, accountability, and consistent census growth. 1. Dashboard Structure Requested We are looking to build three core dashboards supported by a standardized and scalable reporting model: Executive Dashboard Purpose: High-level performance visibility for leadership Timeframes: Monthly, Quarterly, Annual trends Operational Dashboard Purpose: Management view of team and account performance Timeframes: Weekly and Month-to-Date (MTD) Daily Dashboard Purpose: Real-time activity and short-term performance monitoring Timeframes: Daily, Weekly, MTD The dashboards should dynamically update based on user assignment and account ownership, so team changes do not require manual restructuring. 2. Core Data Fields Required The reporting model should support the following fields: Lead Source Business Account Account Owner Referral Date Admit Date Level of Care Referral Status Admit Status Activity Type Activity Date Activity Owner Refer Out status/indicator (if applicable) Note: Reporting should be tied to the Business Account only. Contact association is not required. 3. Core Metrics Required Admissions Performance Admits by Lead Source Admits by Business Account Admits by Account Owner Admits by Level of Care Admits trend over time Referral Performance Referrals by Lead Source Referrals by Business Account Referrals by Account Owner Referral trend over time Growth Metrics New Business Accounts Created by Account Owner Active Referring Accounts Growth or decline in referrals over time Growth or decline in admits over time Conversion Metrics Referral-to-Admit conversion rate by Lead Source Referral-to-Admit conversion rate by Business Account Referral-to-Admit conversion rate by Account Owner Activity Tracking Activities by User Activities by Business Account Last activity date by Business Account Activity volume over time Refer-out activity by Business Account 4. Funnel Reporting Requested We would like two separate funnel visuals using the following stages: Lead → Opportunity → Admit Built as: Funnel by Business Account Funnel by Outreach Representative / Account Owner The goal is to clearly identify where conversion is occurring and where breakdowns exist at both the account and rep level. 5. Filters & Dimensions All dashboard components should be filterable by: Time (Daily, Weekly, Monthly, Quarterly, Annual) Lead Source Business Account Account Owner Activity Owner Level of Care 6. Visualization Types Preferred visualizations include: Trend lines Leaderboards (rep and account performance) Funnel charts MTD scorecards Comparative period reporting Gap indicators (e.g., accounts with no recent activity) 7. Scalability Requirements The system should: Dynamically include new users based on account ownership Adjust automatically when roles or territories change Avoid hardcoded, rep-specific dashboard logic Be maintainable and scalable long term 8. Objective The objective is to move from activity tracking to performance intelligence, allowing us to: Identify growth vs stagnation early Focus on high-performing referral relationships Improve conversion performance Align outreach activity with outcomes Drive more predictable census results
Projektin tunnus (ID): 40312661
17 ehdotukset
Etäprojekti
Aktiivinen 26 päivää sitten
Aseta budjettisi ja aikataulu
Saa maksu työstäsi
Kuvaile ehdotustasi
Rekisteröinti ja töihin tarjoaminen on ilmaista
17 freelancerit tarjoavat keskimäärin $1 324 USD tätä projektia

As a seasoned Salesforce app developer and Lightning enthusiast at Solutionzhere, I am equipped to tackle your Salesforce interactive dashboard project with precision. Over the years, I've cultivated deep expertise in building dynamic, responsive, and data-rich dashboards as per unique business requirements. Your project's emphasis on interactivity with real-time metrics visualization and efficient SOQL data pulls from existing Salesforce objects dovetails perfectly with my skill set. Regarding chart-heavy Salesforce work, I've successfully built similar reporting models and interactive visualizations for multi-level business insights across various industries. My hands-on work with Salesforce governor limits ensures we won't hit any roadblocks development-wise. Leveraging my experience in AI-driven analytics and CRM integrations alongside Lightning implementation, I assure you clean design and seamless functionality in no time. Let's discuss details over chat..
$1 500 USD 10 päivässä
2,3
2,3

As the Founder and CEO of Web Crest with over 10 years in Salesforce App Development, I can assure you that our team is more than capable of transforming your existing Salesforce dashboard into an engaging, real-time environment for your team. We have extensive experience in building interactive Lightning and native dashboards, leveraging efficient SOQL queries, and ensuring our solutions adhere strictly to Salesforce governor limits. Additionally, having built similar chart-heavy Salesforce projects in the past, I'm well-versed in handling dynamic charts that respond to clicks, hovers, and filters coupled with drill-downs that provide detailed insights, all while working within the perimeters of existing sharing rules and in compliance with Lightning Experience. One of the central themes at Web Crest is creating systems that not only match but enhance our clients' business needs. With your project description emphasizing the importance of moving from basic activity tracking to a system that support accountability, operational decision making and sustained growth—I'm confident we're the right fit. So let's improve your current dashboard to display key metrics such as admissions performance, referral performance, growth metrics and conversion metrics through a clean and user-friendly interface. I would appreciate the opportunity to demonstrate how exactly we can turn this vision into reality so that you can roll everything into production confidently.
$1 000 USD 7 päivässä
0,0
0,0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have delivered several Salesforce dashboard enhancements focusing on interactive and dynamic visualizations that enabled real-time insights with drill-down capabilities, making complex data simple to explore. Based on my experience, the key to successfully completing this project lies in efficient SOQL queries and building Lightning components that comply with Salesforce governor limits while reflecting user-specific data. Approach: ⭕ Analyze your provided wireframe and existing Salesforce objects closely. ⭕ Develop reusable Lightning components with dynamic charts responding to clicks, hovers, and filters. ⭕ Implement drill-down functionality linking to underlying reports. ⭕ Ensure dashboards dynamically update based on user assignment and sharing rules. ⭕ Package components for easy sandbox deployment and provide clear documentation. ⭕ Conduct a walkthrough call to ensure smooth production rollout. ❓ Could you please share the sandbox access and any specific Salesforce edition details? ❓ Are there any existing Apex classes or utilities I should integrate or extend? I am confident my expertise in Salesforce Lightning development and data visualization will help transform your static dashboards into a powerful, interactive decision-making tool that scales with your team’s needs. Looking forward to collaborating on this exciting project. Best regards, Nam
$1 200 USD 7 päivässä
0,0
0,0

Hello! I am a Florida-based senior software engineer with extensive experience in Salesforce and a strong focus on creating functional and impactful dashboards. I carefully read your project description and understand that you're looking to enhance your current Salesforce dashboard with new components for improved team efficiency. With about 15 years of experience in software engineering, I've successfully developed custom Salesforce solutions that integrate seamlessly with business processes. My goal is to ensure your dashboard not only meets your functional requirements but also enhances your team's productivity. To better grasp your vision, could you please clarify the following questions to help me better understand the project? 1. What specific functional components are you envisioning for the dashboard? 2. Are there any particular metrics or data visualizations you want to focus on? 3. Do you have any existing design guidelines or branding that should be incorporated? I suggest a phased approach to the project: first, a discovery phase to finalize requirements, followed by design, development, and rigorous testing. This ensures that every aspect aligns with your expectations. Looking forward to the possibility of collaborating on this project! -James
$1 200 USD 5 päivässä
0,0
0,0

Hi, this is a strong match for my background. I've worked on Salesforce solutions where the goal was to turn raw CRM activity into dashboards that actually support decisions, not just static reporting. I'm comfortable building Lightning-based dashboard components, report-driven views, Apex and JavaScript where needed, and making sure everything stays clean, scalable, and within governor limits. What stands out here is that you are not just asking for charts. You want a reporting model that can track growth, conversion, outreach impact, and account performance across executive, operational, and daily views without hardcoded logic. That's exactly how I'd approach it: first make sure the data model and reporting structure support the right KPIs, then build interactive Lightning dashboards with drill-downs, filters, funnel views, scorecards, and trend reporting that update dynamically as ownership and team structure change. I can help you build this in a way that is practical for leadership, useful for managers, and maintainable long term. I'd also provide clean documentation and a walkthrough so your team can move to production with confidence. Best, Ravisher
$1 200 USD 15 päivässä
0,0
0,0

Hi, Could you share details about your current dashboard setup? I’d love to help enhance your Salesforce dashboard with interactive, real-time components. I’m a certified Salesforce professional with strong experience in Lightning components and SOQL, and can build responsive charts with smooth drill-downs. Once I review your structure and wireframe, I’ll create a fully functional dashboard within Salesforce limits, along with documentation and a quick walkthrough. Looking forward to your wireframe! Best, Manoj
$1 125 USD 7 päivässä
5,3
5,3

Pataskala, United States
Maksutapa vahvistettu
Liittynyt maalisk. 15, 2026
$250-750 USD
$30-250 USD
₹37500-75000 INR
$2-8 USD/ tunnissa
€30-250 EUR
$10 USD
₹600-1500 INR
$250-750 USD
$10-30 USD
$10-30 USD
₹1500-12500 INR
min €36 EUR/ tunnissa
$30-250 USD
₹12500-37500 INR
$15-25 USD/ tunnissa
$8-15 USD/ tunnissa
$30-250 USD
$250-750 USD
$8-15 USD/ tunnissa
$30-250 USD
₹750-1250 INR/ tunnissa