7d • 🗣️GENERAL DISCUSSION
SALESFORCE REPORTS & DASHBOARDS FOR TESCO BANK
PROJECT SUMMARY
This is one project I worked on and enjoyed because of its scope, complexity and knowledge gained. I developed a comprehensive Salesforce reporting and dashboard solution to improve visibility into key business performance metrics across the Sales, Customer Support, and Marketing teams.
Built Summary, Matrix, and Joined Reports to track critical KPIs such as sales pipeline value, deal performance, case backlog, agent workload, campaign ROI, and lead generation. Consolidated these insights into a single executive dashboard, enabling stakeholders to monitor performance in real time, identify trends, and make data-driven decisions.
The solution addressed the lack of operational visibility and provided a professional, scalable reporting framework aligned with business objectives.
Key Outcomes:
ü Created reports using Summary, Matrix, and Joined report formats.
ü Applied filters, grouping, charts, and calculated metrics to generate actionable insights.
ü Built a centralized dashboard with dedicated sections for Sales, Support, and Marketing.
ü Improved executive visibility into KPIs, supporting informed decision-making and operational efficiency.
I must say that there are quite a lot to learn from reports and dashboards. The key take home for me is to keep working to uncover more stuff in this area.
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SALESFORCE REPORTS & DASHBOARDS FOR TESCO BANK
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