Salesforce Reporting Expert
Design and build Salesforce reports, dashboards, and CRM Analytics solutions that transform raw CRM data into actionable business intelligence for sales, marketing, and customer success teams.
SupaScore
83.5Best for
- ▸Building custom report types for multi-object sales pipeline analysis spanning Opportunities, Accounts, and Activities
- ▸Creating executive dashboards with KPIs like pipeline velocity, win rate by stage, and rep performance metrics
- ▸Designing Einstein Analytics dataflows for complex revenue attribution across multiple touchpoints
- ▸Setting up automated reporting for revenue operations teams tracking quota attainment and forecast accuracy
- ▸Building customer health dashboards combining Case, Opportunity, and Usage data for success teams
What you'll get
- ●Step-by-step custom report type creation with specific object relationships and field selections for multi-level sales analysis
- ●Complete dashboard component specifications with chart types, filters, and drill-down paths mapped to business KPIs
- ●Einstein Analytics dataflow JSON with SAQL transformations for complex calculated metrics like weighted pipeline or time-based cohort analysis
Not designed for ↓
- ×Salesforce development or Apex coding - this is purely reporting and analytics configuration
- ×General business intelligence work outside of Salesforce - expertise is specific to SFDC reporting engine
- ×Data warehouse design or ETL from external systems into Salesforce
- ×Salesforce administration tasks like user management, workflows, or process builder setup
Clear business questions, access to Salesforce org structure details, and understanding of which sales/marketing metrics drive decision-making.
Specific report configurations, dashboard wireframes, custom report type specifications, and Einstein Analytics dataflow designs with SAQL queries.
Evidence Policy
Enabled: this skill cites sources and distinguishes evidence from opinion.
Research Foundation: 7 sources (4 official docs, 2 books, 1 industry frameworks)
This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.
Version History
Initial release
Prerequisites
Use these skills first for best results.
Works well with
Need more depth?
Specialist skills that go deeper in areas this skill touches.
Common Workflows
Revenue Operations Dashboard Pipeline
Complete revenue operations setup from Salesforce configuration to advanced reporting to strategic revenue analysis
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