Salesforce Lead Report Dashboard

@Friends4it

Hi, I understand you need a Salesforce report for all leads created this month, grouped by Lead Source, filtered by "In Progress" status and Lead Owner, accompanied by a dynamic line-graph dashboard widget. This will enable clear visibility into lead sources and individual owner performance. With my expertise in Salesforce reports and dashboards, I will quickly build your requested report with filters and groupings, then create a real-time updating dashboard widget. I focus on clean, maintainable solutions using Salesforce Lightning, ensuring seamless data visualization. We also offer a customizable Property Maintenance Platform with Flutter apps for other projects, highlighting our development efficiency. This task can be delivered within 5 days to save you time and costs. Do you prefer the dashboard widget embedded within a Salesforce Lightning page or a standalone app? Best regards, Muhammad

@Solutionzhere

Hi, this is a quick Salesforce reporting task—we’ve built similar Lead reports + dashboards at SolutionzHere. We’ll create a custom report (Current Month, Status = In Progress, grouped by Lead Source + Owner) with totals, and a live-updating Line chart dashboard widget aligned to the same filters. Timeline: Same day (2–3 hours) Cost: $300 (clean, no-maintenance setup) We ensure accurate grouping + real-time visibility. One key question: Do you want the dashboard split by Lead Owner (separate lines) or a single combined trend?

@divumanocha

As a seasoned software development team, building Salesforce reports and dashboards is right within our wheelhouse. We understand and appreciate the nuances of a clean, no-maintenance configuration that yields high-quality, long-term results, which aligns perfectly with your project requirements. With over 12+ years of solid experience, we've honed our skills in utilizing the entire Salesforce suite and delivering precise, impactful reports efficiently. Our proficiency extends beyond merely creating reports. We are also well-versed in transforming these reports into dynamic visual representations like Line-graph widgets, tailored to display the exact filters and groupings you specified. Rest assured, your data will be presented in an easily accessible format that updates seamlessly as new leads come in. We are proud of our Agile Development practices, which not only gives us the flexibility to mold our work around your busy schedule but also ensures a quick turnaround without compromising on quality. Additionally, our familiarity with tools such as Jira and Asana would make for a smooth collaboration throughout the project lifecycle. Thanks...

@divyeshdudhats

Hi, I've 7+ years of experience as a salesforce developer and analysist, I've read your project description and I would like to build the dashboard for you. I've worked with lead management project I can be sure I would be perfect fit for this project. please visit my profile to see more information about my skill sets on salesforce. Thanks for reading my bid, text me for further discussion.

@sharmin283

As a seasoned and versatile developer with over 10 years of expertise in web and mobile application development, I am confident in my ability to provide you with a quick and effective solution for your Salesforce report and dashboard needs. My broad range of experience extends to working on complex data-driven applications such as ERPs and POS systems, where delivering accurate and up-to-date information is crucial. In addition, I possess extensive knowledge of the Salesforce platform. I have designed numerous reports and dashboards similar to what you require, including filtering by specific criteria and creating line-graph widgets for easy visualization. My familiarity with Salesforce's data model ensures that I can accurately represent the information you need, grouped by Lead Source and filtered by 'InProgress' status, thus highlighting lead performance based on source and owner effectively. Finally, I understand the importance of delivering not only a functional solution but also one that requires minimal maintenance. Therefore, you can rely on me to create an easily-manageable configuration that automatically updates as new leads stream into your Salesforce system. With these skills in my repertoire, I am more than qualified to handle your Salesforce report/dashboard project efficiently and to your satisfaction.

@billybryan98

Hello, I hope you’re well. I’ve built Salesforce reports and dashboards that track month-to-date leads by source, filtered by status and owner, with totals and live-updating visuals. My approach here is to deliver a clean, no-maintenance setup: a current-month Lead report grouped by Lead Source, filtered to In Progress and by Lead Owner, showing per-source totals and a running total. The dashboard will mirror the report’s filters and groupings, rendering a Line graph that updates automatically as new leads come in. With hands-on experience in Salesforce App Development, Lightning, and Data Visualization, I’ll configure the report first, then wire a dashboard widget to the same data set. I’ll keep the configuration simple, maintainable, and aligned with best practices so you can hand it off with confidence. Please feel free to contact me so we can discuss more details and confirm hand-off logistics. Best regards, Billy Bryan

@arpitkh1992

Hello, I am a seasoned Salesforce professional with 10+ years of hands-on experience in Salesforce development and administration. Over the years, I have successfully delivered solutions across Sales Cloud, Service Cloud, and Experience Cloud, helping businesses streamline processes and enhance customer engagement. My expertise includes: * Apex, Triggers, Aura, and Lightning Web Components (LWC) * Flows, Process Automation, and Salesforce Administration * Customization, Integration, and Optimization of Salesforce environments * End-to-end implementation and support for complex business requirements I bring a proven track record of building scalable, maintainable, and high-performance Salesforce solutions tailored to client needs. I am confident that my skills and experience will add significant value to your project. Looking forward to collaborating and contributing to your success. Best regards, Arpit K.

@jepita200

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks

@RushikaPawaar050

I can build you quick report on lead with status and , groupings in Salesforce. i can quickly get started let’s discuss

@ivaylo8

Hi there, I’m Ivaylo. I’m excited to tackle your Salesforce Lead Report Dashboard with a clean, quick-turnaround setup that’s truly maintenance-free. Here’s how I’ll deliver exactly what you asked for, no fluff: - Current-month Salesforce lead report: I’ll build a report showing every lead created this month, grouped by Lead Source, with Lead Status displayed and filtered to In Progress. A running total per Lead Source will appear at a glance. I’ll also filter by Lead Owner so performance is instantly comparable across owners. - Data accuracy: I’ll ensure the report respects the current month boundary and uses the Lead Status field exactly as you specified. If you need time-zone adjustments or a cut-off time, I’ll align to your org settings. - Dashboard integration: I’ll convert the report into a Line graph dashboard widget that auto-refreshes as new leads come in. The widget will inherit the same filters and groupings, with visible totals for quick assessment. - Deliverables ready to deploy: Current-month lead report (grouped by Lead Source, In Progress, filtered by Lead Owner) and a line-chart dashboard widget connected to that report. I’m ready to start as soon as you provide Salesforce access and hand-off details.

@krisk63

Hi there, I'm Kristopher Kramer from McKinney, Texas. I’ve worked on similar projects before, and as a senior full-stack and AI engineer, I have the proven experience needed to deliver this successfully, so I have strong experience in Salesforce App Development, Software Architecture, CRM, Data Analysis, Salesforce CPQ, Salesforce Lightning, Data Visualization and Salesforce.com. I’m available to start right away and happy to discuss the project details anytime. Looking forward to speaking with you soon. Best regards, Kristopher Kramer

@smstaci

Hi there, I’ve reviewed your request for a Salesforce report and dashboard widget, and I can deliver this efficiently. With extensive experience in Salesforce reporting and dashboard creation, I’ll set up a report that lists all leads created this month, grouped by Lead Source and filtered by “In Progress” status and Lead Owner. This will provide a clear view of individual performance. Once the report is complete, I’ll create a dynamic Line graph dashboard widget that updates automatically with new leads while maintaining the same filters. Please let me know your preferred hand-off details for Salesforce access, and I’ll ensure a quick turnaround with a clean configuration. Thanks, Pavlo.

@shakilan4

Hi, I can create a Salesforce report showing current-month leads grouped by Lead Source, filtered by “In Progress” status and Lead Owner with clear totals. I’ll also build a connected dashboard line graph that auto-updates with the same filters and structure for easy performance tracking. Clean setup and quick delivery guaranteed. Best regards, Shakila Naz

@strdmgrblr

I’m confident we can create a clean, professional Salesforce report and dashboard that aligns perfectly with your goals. We've designed reports and dashboards for various service-based businesses that require seamless data filtering and automated updates. I bring strong off-platform experience with Salesforce, understanding the importance of user-friendly reports. Your need for a lead report filtered by “In Progress” status and grouped by Lead Source, plus a dynamic line-graph dashboard widget, fits perfectly with my skills. I’m skilled in Salesforce report building, dashboard configuration, and data visualization. We can chat more about the specifics and get this done swiftly. Looking forward to making your data sing with style. Let's have a chat, Alicia

@echekwa

Hello, I can deliver the solution using either Salesforce native reporting or by connecting your data to Power BI / Excel for a dynamic dashboard. Approach: Build a Lead report in Salesforce showing current month leads, grouped by Lead Source, filtered to “In Progress” status and by Lead Owner, with clear totals per source. Create a line‑graph widget that updates automatically—either as a Salesforce dashboard component or via Power BI / Excel connected live to Salesforce. Ensure zero maintenance: the report and visual will refresh as new leads are added. Regards Chijioke

@nemapriyanshu7

This is a straightforward task and I can deliver it quickly with clean, accurate configuration. I have strong hands-on experience in building Salesforce reports and dashboards tailored for sales performance tracking. I will: • Create a current-month Lead report grouped by Lead Source • Apply filters for “In Progress” status and Lead Owner • Ensure clear totals for each source • Build a real-time Line chart dashboard widget connected to the report I focus on high-quality work, clear data visibility, and zero-maintenance setup, while also offering cost-effective solutions. I’m ready to start immediately and deliver fast.

@mayr81

Hello there, I’d be delighted to help you build a clean and accurate Salesforce lead report and dashboard that matches your monthly tracking needs. I’ve worked extensively with Salesforce Lightning, reporting, and dashboards, so creating a grouped report filtered by Lead Source, Lead Owner, and “In Progress” status is right in my wheelhouse. I can set up a reliable report that totals leads clearly and feeds directly into a line‑graph dashboard widget that refreshes automatically. This will give you instant visibility into performance by source and owner without any ongoing maintenance. Once you provide access, I’ll ensure the configuration is smooth, precise, and easy for you to use. Best regards!

@MuhammadAsad108

✔ I deliver 100% work — 99.9% is not for me. ✔ Workflow Diagram Requirement Setup ⟶⟶ Report Configuration ⟶⟶ Filters & Grouping ⟶⟶ Totals Validation ⟶⟶ Dashboard Creation ⟶⟶ Visualization Setup ⟶⟶ Final QA Key Highlights ✔ Clean Salesforce report — precise filters and grouping applied. ✔ Lead Source grouping — instant visibility of source performance. ✔ Status filtering — only “In Progress” leads included. ✔ Owner-based filtering — track individual performance بسهولة. ✔ Monthly dynamic filter — always reflects current month automatically. ✔ Clear totals — easy-to-read counts per source. ✔ Dashboard integration — real-time Line graph visualization. ✔ Auto-updating — no manual refresh or maintenance needed. ✔ Lightning-ready — built using Salesforce Lightning best practices. Best Regards, Asad Salesforce Specialist | Reports & Dashboards Expert | CRM Data Analyst

@abhibicky22

Although I am new to freelancing, I have 5 years of hands-on experience working with Salesforce reporting and dashboards. I can create a Salesforce report that shows current-month leads, grouped by Lead Source, and filtered by "In Progress" status and Lead Owner, with clear totals for easy understanding. I will also build a connected dashboard line graph that automatically updates using the same filters and structure, making performance tracking simple and efficient. I focus on a clean setup, accuracy, and quick delivery. You can review the work first, and once you are satisfied, you can proceed with the payment.