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Create Advanced Salesforce Reports

$250-750 AUD

Completed
Posted over 7 years ago

$250-750 AUD

Paid on delivery
1) Update salesforce so that we can report on "partner rebate %" against "Product family" against an "Opportunity" We require the ability to create a "rebate percentage" field against product family within a "partner account". If that "partner account" is selected in an opportunity then the the percentage allocated against the product family for both upfront and scheduled revenue / transactions to be reported. ie: if a $1,000 opportunity has a partner account allocated to it, and that product family had a 5% rebate percentage set within the Account, then a report listing all revenue associated with that opportunity must be created to list the associated rebate of $50 for that partner account. 2) Create product schedules so that when a sales rep creates an opportunity they can include the following: - Select a "partner account" (for rebates - Select Products - Discount the Products by % so that the product margin is displayed on the screen, a rep can't continue if this goes below ZERO. by Product line item. - Select a "term" either "One Off", "12 Months", "24 Months", or " 36 Months" - This automatically create a product schedule for this opportunity based on the selection - The following revenue and profit forecasts are included in the Opportunity: Upfront Revenue & Profit, Monthly Revenue & Profit (excludes the upfront portion) 2) We require a revenue schedule report against each opportunity to be created to deduce rebates against that product for the term of the product schedule depending on the products selected in the opportunity. ie: a report by month that shows all closed/won opportunities by "sales rep" with "Revenue" and any a partner rebates % & $ by product family.
Project ID: 11272768

About the project

22 proposals
Remote project
Active 8 yrs ago

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Hi! Thanks for the detailed description. I went through them, I can have them completed in a days time. I'd been working with a Salesforce ISV building advanced reporting for banking institutions. In addition to getting you hands on with your brand new reports, I can help you access the full power of Salesforce's inbuilt Analytics features. Along with the new set of reporting that you'd like, I can also have them built on a neat Dashboard complete with Charts and Metrics. You will be able to see the most relevant info the moment you login so you can quickly identify bottlenecks in performance. How does that sound? Let me know when we can get on a call and start the customization. I work during Sydney time, so it will be easy to connect! Best, Allen
$332 AUD in 2 days
4.9 (5 reviews)
3.5
3.5
22 freelancers are bidding on average $597 AUD for this job
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Hi There, == my understanding To develop sf app which will have following functionality, * Create a rebate percentage field on partner account by using one to many or many ot many relationship. * Update the partner account on opportunity if rebate pertange is 5% then report the revenue and opportunity as per business logic. * create a product and opportunity * Product margin should be displayed on opportunity object if it is less than zero then we have to restrict the user. * When user select term either 12/24/36 month then we have to create the product for the same * Create the lookup field related to lookup object like revenue & profit * Create a monthly report of closed/won opprotunity with their revenue. To commence the work and give you exact estimation, we request you to please initiate discussion with us. Waiting for your response. Best Regards, Chetan
$1,315 AUD in 10 days
4.6 (8 reviews)
5.9
5.9
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Hello. Let me introduce myself first. I am Georgi, i am certified Salesforce Platform Developer and i am currently working in a company that delivers Salesforce solutions, crm, Salesforce integrations.. etc. I am very responsible, hard working person, i will prove you this if you award me. I am very interested for this job, so i am waiting for you to text me and i can start working on this immediately and we will finish in less than a week. Thank you and have a great day, Georgi.
$430 AUD in 7 days
4.5 (4 reviews)
3.7
3.7
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Hi, I am a Salesforce developer and have experience customizing Salesforce. I will be able to create the reports for your given specifications. Regards, Sreekumar
$736 AUD in 15 days
5.0 (1 review)
3.4
3.4
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$277 AUD in 5 days
0.0 (0 reviews)
0.0
0.0
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Hi, I would like to assist you in the above mentioned task. About myself, I am a 7 year experienced developer. I have been extensively working on Salesforce, Apex Classes, VisualForce Pages and can help to a great extent. I am 401 Salesforce Certified Developer as well. Kindly advice if we are good to take the discussion forward. Regards, Hemant Jain
$555 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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Hi, I have been working in sfdc projects from last 3.5 yrs and have vast knowledge and experience to handle use case that you have mentioned in project description. We can discuss this further. Thanks, Nishtha
$555 AUD in 10 days
0.0 (0 reviews)
0.0
0.0
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$333 AUD in 30 days
0.0 (0 reviews)
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A Graduate of the prestigious institute NIT Jaipur, I have a vast area of expertise in Salesforce development and administration. I am currently an employee in one of Salesforce's partner company. I have had a handful of experience working in all the areas of Cloud (Custom, Service and Sales). I have been serving good clients for the past two years and my work includes consultancy, development and QA (Unit Testing). I am fully confident that I can deliver you high quality material within the earliest possible time and also at a reasonable price.
$250 AUD in 10 days
0.0 (0 reviews)
0.0
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Flag of AUSTRALIA
St Ives Chase, Australia
5.0
19
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Member since Nov 15, 2011

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