SQL & Salesforce Reporting Dashboards

@kamran2012

With over a decade of experience in the IT industry, 700+ projects delivered, and 400+ reviews vouching for my efficiency, I am confident in my ability to fulfill your requirements for SQL & Salesforce Reporting Dashboards. CTEs, window functions, and other advanced SQL techniques are my forte and I will ensure clear, well-documented scripts that can pull, cleanse, validate data from your databases. Regarding visualization tools for the executive dashboards, I have extensive experience with Tableau, Power BI, and Looker—having used them effectively in multiple previous projects. My results-driven approach means drill-down ready dashboards that are both easy to work on and refresh. Lastly as an expert with data analysis and reporting skills in Excel as well as having frequently replicated Salesforce-like numbers for financial teams before. With my hands on this project you'll get SQL scripts for MySQL & SQL Server, fully commented; a data-validation log confirming row counts and key totals; live dashboards (Tableau / Power BI / Looker) connected to the final datasets; an Excel workbook with dynamic pivot tables matching Salesforce numbers; and a brief hand-off note describing refresh steps and dependencies. Rest assured that I'll match salesforce figures to within 0.1 % accuracy with all queries running under one minute on your staging replicas. Let's discuss your project further! Best regards, Muhammad Kamran

@techplusintl

Hi, To extract and analyze data from your MySQL and SQL Server databases, I'll write clear and well-documented SQL queries using advanced techniques. This will include: - Writing SQL scripts for both MySQL and SQL Server, fully commented. - Creating a data-validation log to confirm row counts and key totals. - Developing live dashboards in your preferred visualization tool. - Preparing an Excel workbook with dynamic pivot tables that match Salesforce numbers. I will handle the work by ensuring all queries run efficiently and meet the accuracy requirements for your dashboards. I'll use the best practices for SQL and data visualization to deliver high-quality results. Ready to start once you provide access to the databases. Thanks!

@tangramua

Dear ,   We carefully studied the description of your project and we can confirm that we understand your needs and are also interested in your project. Our team has the necessary resources to start your project as soon as possible and complete it in a very short time.   We are 25 years in this business and our technical specialists have strong experience in Excel, SQL, CRM, MySQL, Database Administration, Tableau, Data Visualization, Data Analysis, Power BI and other technologies relevant to your project.   Please, review our profile https://www.freelancer.com/u/tangramua where you can find detailed information about our company, our portfolio, and the client's recent reviews.   Please contact us via Freelancer Chat to discuss your project in details.    Best regards, Sales department Tangram Canada Inc.     

@diektech

Hi, This is Elias from Miami. I checked your project description and understand you’re looking to extract and analyze data from your MySQL and SQL Server databases to create reporting dashboards. This is an essential step for effective data visualization and decision-making. I’ve worked on several similar platforms and understand the key technical challenges involved. My approach would involve first gathering the necessary data from both databases, then leveraging tools like Excel or Power BI for visualization, ensuring the dashboards are user-friendly and insightful. I have a few questions to get a better understanding: Q1 – What specific data points are you looking to extract from the databases? Q2 – Are there any existing visualization tools or templates you prefer to use? Q3 – What type of user access and roles do you envision for the dashboards? I’d be happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.

@Tanmoy236

Hey! I specialize in data engineering and BI automation with 9+ years building SQL-heavy reporting systems across MySQL, SQL Server, Salesforce, and modern BI stacks. Here’s how I can help: * Write optimized SQL using CTEs, joins, and window functions for clean datasets * Build validation layers ensuring row-level and financial reconciliation accuracy * Integrate transformed data into Salesforce reporting pipelines securely * Develop dashboards in Power BI / Tableau / Looker with drill-down capability Could you clarify if Salesforce ingestion should be handled via native ETL tools (like MuleSoft or Tableau CRM connectors), or do you prefer a custom API-based pipeline for tighter control?

@dvcontact

Hi, This seems related to upstream joins and aggregation logic causing reconciliation drift between source SQL and Salesforce metrics. I’ll focus first on the core SQL: clean joins, CTEs and window functions to produce canonical metric tables for both MySQL and SQL Server, plus a validation layer that records row counts and key totals per batch. I’ll then map those canonical tables into Salesforce dataflows and build drill-ready dashboards (Tableau/Power BI) and an Excel workbook with matching pivot tables. Primary risks I’ll address: bad joins/duplicates, failed API syncs, and timing mismatches. If this scope is correct I’ll deliver the core queries and validation plan first for review. Ready to start? --Smith

@usmanbashir12100

Hi, I can help extract, cleanse, and validate data from your MySQL and Microsoft SQL Server databases, then integrate it into Salesforce for accurate reporting. I’ll deliver: * Optimized SQL scripts using CTEs, window functions, and advanced logic * Validation logs for row counts and reconciliations * Executive dashboards in Tableau, Microsoft Power BI, or Looker * Dynamic Microsoft Excel pivot-table workbook matching Salesforce metrics * Clear handoff documentation for refresh and maintenance I focus on accuracy, performance, and business-ready insights, ensuring dashboards reconcile within your 0.1% threshold and queries run efficiently. Ready to start immediately.

@ShaikhAneesa

Hi there, I’ve carefully reviewed your project and understand you need a reliable data pipeline that extracts, cleans, validates, and transforms data from MySQL and SQL Server, then integrates it into Salesforce while also powering dashboards and Excel reporting. My approach is to build optimized and well-documented SQL using CTEs, window functions, and efficient joins to extract and standardize data from both systems. I will include built-in validation logic such as row counts and aggregate reconciliation to ensure every metric ties back to source before it moves downstream. Once validated, I will structure the data for Salesforce integration with strict consistency checks to meet your 0.1% accuracy requirement. In parallel, I will develop executive dashboards in Power BI based on your stack preference, ensuring drill-down capability, fast refresh, and clear KPI tracking. I will also create a dynamic Excel workbook with pivot tables that mirrors Salesforce metrics exactly, enabling finance to perform ad-hoc analysis with confidence in the numbers. Deliverables include fully commented SQL scripts for MySQL and SQL Server, a validation log, live dashboards connected to final datasets, an Excel pivot workbook aligned with Salesforce, and a concise handover guide. Do you already have a defined Salesforce schema for these metrics, or should I design the mapping layer as part of the pipeline? I’m ready to start immediately. Warm Regards, Aneesa.

@HiraMahmood4072

Hello, With over 7 years of experience in Excel and Data Visualization, I have carefully read through your project requirements. To begin, I will extract and analyze data from your MySQL and SQL Server databases using advanced SQL techniques such as CTEs and window functions. The core queries will be meticulously documented and validated to ensure accuracy. Next, I will integrate the data into Salesforce to power sales-performance and financial reports. The datasets will also be used to create executive dashboards in Tableau, Power BI, or Looker, allowing for drill-down capabilities and easy refresh. The deliverables will include well-commented SQL scripts, a data-validation log, live dashboards connected to final datasets, an Excel workbook with dynamic pivot tables, and a detailed hand-off note outlining refresh steps and dependencies. I would love to discuss the project further in chat to ensure a successful collaboration. You can visit my Profile here: https://www.freelancer.com/u/HiraMahmood4072 Thank you.

@Softeria

⭐⭐⭐⭐⭐Proposal for SQL & Salesforce Reporting Dashboards With a robust background in SQL, data analysis, and visualization tools including Tableau, Power BI, and Looker, I am well-prepared to meet the requirements of your project. My experience encompasses extracting, cleansing, and validating data from MySQL and SQL Server, ensuring accuracy and efficiency. I have developed and maintained similar dashboards that drive decision-making in sales and finance sectors. My ability to integrate these insights seamlessly into Salesforce and create parallel reports in Excel with dynamic pivot tables aligns perfectly with your needs. I am committed to delivering precise, easy-to-refresh results that reconcile within 0.1% of source data. Let’s achieve outstanding outcomes together.

@temoberishvili

Hello, I’ve worked on similar pipelines where raw data from MySQL and SQL Server is transformed into reliable reporting layers feeding Salesforce and BI dashboards. Your focus on accuracy, reconciliation, and performance aligns well with how I usually approach data work. I can build clean, well-structured SQL using CTEs, window functions, and optimized joins to extract, cleanse, and validate the datasets. I’ll include clear comments and a validation log to ensure every metric ties back to source tables within your 0.1% tolerance. From there, I’ll connect the curated datasets to Salesforce and set up dashboards in Power BI / Tableau (whichever you prefer) with drill-down capability and fast refresh. I’ll also create a parallel Excel workbook with dynamic pivot tables that mirrors the same numbers for finance use. Performance is a priority, so queries will be tuned to run under one minute on staging replicas. You’ll also get a concise handoff guide covering refresh steps and dependencies.

@AITSoft

Hello, I understand you want a robust SQL foundation for MySQL and SQL Server, followed by seamless data delivery into Salesforce and executive dashboards. I will craft clear, well-commented SQL using CTEs, window functions, and cleansing steps to ensure accuracy and easy validation. Each metric will reconcile back to source data before exposure, and I’ll tailor the data pipeline so Tableau, Power BI, or Looker can be hooked up quickly. I’ll also deliver a parallel, Excel workbook with dynamic pivot tables that mirror Salesforce numbers for ad-hoc finance analysis. Deliverables will include fully commented SQL scripts, a data-validation log (row counts and key totals), live dashboards, the Excel workbook, and a concise hand-off note detailing refresh steps and dependencies. The solution will be designed for fast refresh and drill-downs, with performance targets: dashboards matching Salesforce figures within 0.1% and queries completing in under one minute on staging replicas. What is your preferred data refresh cadence and which visualization tool would you like to start with for the initial dashboards? Best regards, Shamshad

@GdevDataSceince

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev

@SJMDEVELOPER

I’ll build clean, optimized SQL pipelines focused on one goal: delivering accurate, reconciled data into Salesforce and executive dashboards. As a Certified Salesforce professional, I’ll ensure seamless data flow into Salesforce with fully validated metrics that match source systems. Advanced SQL (CTEs, window functions) will extract, clean, and validate data from MySQL and SQL Server with clear documentation. The final datasets will power Salesforce reports and live dashboards (Power BI/Tableau/Looker) that are fast, drill-down ready, and easy to refresh. You’ll also get a mirrored Excel workbook with dynamic pivot tables for finance use, plus validation logs to ensure accuracy within required thresholds. Delivered with fully commented scripts, dashboards, and a simple handover guide. Result: reliable, fast-reporting data systems that leadership can trust for decision-making.

@MZITSERVICES

Hi there, I am A.R.M. MASUD with a strong background in data science. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your dashboard development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD

@Hubready

Hello! This is James from Hollywood, and I'm excited about the SQL & Salesforce Reporting Dashboards project. I’ve carefully read your description and fully understand your goal of extracting and analyzing data from MySQL and SQL Server databases. With over 15 years of experience in SQL, data visualization, and CRM systems, I’m confident in my ability to deliver results that align perfectly with your needs. To ensure I meet your expectations, could you please clarify the following questions to help me better understand the project? 1. What specific metrics or KPIs are you looking to visualize in the dashboards? 2. Do you have any preferred tools or software for the data visualization, such as Tableau or Power BI? My approach would involve breaking the project into clear phases: first, I'll extract and clean the data, followed by analysis, and finally, I'll create the dashboards for easy access and insights. I've worked on similar projects, including analytics dashboards for a mid-sized e-commerce platform and custom reporting tools for a CRM system. I’m dedicated to crafting solutions that are not just technically robust but also tailor-fit for your business. Let’s chat to discuss how I can help you achieve your goals!

@MIndlabsAi6

Hello, I am Vishal Maharaj, a seasoned professional with 20 years of expertise in SQL, MySQL, Data Visualization, Power BI, and Database Administration. I have carefully reviewed your project requirements and am confident in my ability to deliver a solution that meets your expectations. To tackle this project, I will start by extracting and analyzing data from your MySQL and SQL Server databases using advanced SQL techniques such as CTEs and window functions. I will then ensure the accuracy of the data by validating and cleansing it before funneling it into Salesforce for sales-performance and financial reporting. The deliverables will include well-documented SQL scripts, a data-validation log, live dashboards in Tableau/Power BI/Looker, an Excel workbook with pivot tables, and a hand-off note detailing refresh steps. Let's discuss further to initiate the project. Cheers, Vishal Maharaj

@wasifmuneer

Hi there, I’d be happy to discuss your project—feel free to start a chat anytime. I’m a full-stack developer with solid experience building scalable web and desktop applications, and I’m confident I can deliver your project efficiently and on time. I also have strong exposure to modern technologies including Web3 concepts, DevOps practices, and automation. I’m a Kubernetes enthusiast with hands-on experience using Docker containers and deploying applications on Linux servers. My expertise includes: MERN / MEAN Stack (development + team management) .NET Core APIs with Angular, including D3.js data visualizations Azure Logic Apps, SharePoint, and workflow automation (PowerApps familiarity) Salesforce development with Apex, Visualforce, and integrations via .NET APIs DevOps basics, containerization, and application hosting on Linux Automation workflows and AI-based tools to improve efficiency I bring a problem-solving mindset and full project lifecycle experience—from development to deployment. Looking forward to hearing from you. Thank you!

@abdulmoeed138

Greetings, I can confidently handle this SQL & Salesforce Reporting Dashboards project. Being a Senior Data Analyst with extensive experience in SQL, data extraction, and Salesforce integration, I am well-equipped to deliver accurate and efficient solutions for your business needs. My profile on freelancer.com is attached below for your review. I will deliver: - Well-documented SQL scripts for MySQL & SQL Server - Data-validation log for accuracy confirmation - Live dashboards (Tableau / Power BI / Looker) - Excel workbook with dynamic pivot tables - Detailed hand-off note for easy maintenance Expect high-quality work within budget. Message me on freelancer.com to discuss further. Regards, Moeed