What Is Salesforce Report & Dashboard Design?

It’s the strategic creation of role-based dashboards and real-time reports within Salesforce to monitor and measure performance. Whether you’re tracking sales, service response times, or lead conversions, we deliver data in a format that works for you.

📊 Salesforce Report & Dashboard Design

Report & Dashboard Design in Salesforce empowers your team with actionable, real-time insights. At SFlancer, we build custom reports and dashboards tailored to roles, teams, and KPIs — so you can make faster, smarter decisions.

📈 What Is Salesforce Report & Dashboard Design?

It’s the strategic creation of role-based dashboards and real-time reports within Salesforce to monitor and measure performance. Whether you’re tracking sales, service response times, or lead conversions, we deliver data in a format that works for you.

🔧 What We Design

Custom Reports
Track metrics by object, time period, owner, status, or any filter you need.
Executive Dashboards
High-level views of revenue, pipeline, and team performance.
Team & Role-Based Dashboards
Different views for Sales, Support, Marketing, or Management.
Dynamic Filters & Charts
Add interactivity with filters, gauges, funnels, and grouped visualizations.
Scheduled Report Delivery
Automate email delivery of reports to stakeholders.