Ryan Breyer
Certified Salesforce Administrator
I'm a Certified Salesforce Administrator based in Florida, with a strong background in customer service from my time in the hospitality industry. I specialize in CRM administration, data management, and process optimization, leveraging my problem-solving skills to enhance business operations. Passionate about technology and efficiency, I bring a user-focused approach to Salesforce solutions.
Dashboards
The dashboard above provides a comprehensive view of key performance metrics for individual sales representatives. It includes insights on total sales, quota attainment, deal pipeline, conversion rates, and customer interactions. By tracking these metrics, sales reps can monitor their progress, identify areas for improvement, and optimize their sales strategies for better performance.
The Manager Dashboard offers a high-level overview of sales team performance, allowing managers to track the activity and effectiveness of their sales reps. It includes key metrics such as total team sales, individual rep performance, pipeline health, quota attainment, and lead conversion rates. This dashboard helps managers identify top performers, address underperformance, and make data-driven decisions to optimize team productivity.
The Executive Sales Overview Dashboard provides a high-level summary of total sales performance across the organization. It includes key metrics such as total revenue, sales growth trends, regional and product performance, top-performing sales teams, and forecasted revenue. Designed for C-level executives, this dashboard offers strategic insights to support data-driven decision-making, long-term planning, and overall business growth.
Flows
The above flow automatically creates a quote when an opportunity is updated. If the opportunity has products, it generates a quote, adds the products as line items, and notifies the manager. It also assigns a follow-up task to the sales rep to email the customer.By automating this process, sales teams can save time, reduce manual work, and ensure no steps are missed in the quoting process.
The above flow streamlines the order creation process when an opportunity is updated. It checks if a quote already exists, creates one if needed, and adds products as line items. Then, it generates a customer record, creates an order, and associates the relevant products. Finally, it assigns a follow-up task to the sales rep and updates the sales rep’s task status.By automating these steps, sales teams can ensure accuracy, reduce manual work, and keep the order process running smoothly.
