Reports & Dashboards

The situation

Leadership asks straightforward questions and the org cannot answer them cleanly. Reports are unused, duplicated, or built on fields nobody trusts.

How the work is done

I start with the questions you need answered, check whether the data can support them, then build reports and dashboards that operations can actually use.

Typical work included

• •Report and dashboard design around specific questions
• •Folder structure and sharing that matches who should see what
• •Field and filter cleanup where reporting is blocked by data quality
• •Walkthrough so owners can refresh and adjust reports themselves

What this is for

• •Reports tied to decisions, not leftover folders
• •Clearer operational visibility in Salesforce
• •Less exporting to spreadsheets just to answer a weekly question