Solutions
Custom Salesforce Reports & Dashboards
Reporting each role opens daily, built on definitions everyone has agreed.
Quick answer
Why do our Salesforce dashboards not match our numbers?
CodeSierra builds Salesforce reporting that each role actually opens: a dashboard per audience, built on agreed definitions of pipeline, win rate and forecast, with the underlying data model fixed first so the numbers reconcile.
Last reviewed August 2026What is included
Every Reports & Dashboards engagement is delivered against a written scope document. These items appear in most of them.
Metric dictionary and agreed definitions
Executive, sales, service and ops dashboards
Report type and data model remediation
Forecasting configuration
Scheduled distribution and alerts
Adoption review after 30 days
How the engagement runs
Discovery3–5 days, AI-assisted
Scope & priceWritten, fixed, approved by you
Build & testCertified delivery in sandboxes
AdoptTraining plus 30-day hypercare
Frequently asked questions
Almost always because the same word means two things. We start with a metric dictionary and fix the data model before building anything.
Yes — either inside Salesforce with synced objects, or via a warehouse where volume makes that healthier.
Yes. Report-building training is part of the handover.
Reports & Dashboards by industry
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Per roleOne dashboard per audience
AgreedMetric definitions in writing
ReconciledAgainst finance numbers