Salesforce reporting and dashboards — custom report types, RevOps reports & dashboards (pipeline, funnel, forecast, data quality), and dashboard cleanup. Use for building reports/dashboards and unlocking cross-object reporting. Triggers on "salesforce report", "custom report type", "dashboard", "cross-object report", "revops dashboard", "cleanup dashboards", "joined report". Do NOT use for building the pipeline (use sf-opportunities-sales) or lead scoring (use sf-segmentation).
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---
name: sf-reporting
description: Salesforce reporting and dashboards — custom report types, RevOps reports & dashboards (pipeline, funnel, forecast, data quality), and dashboard cleanup. Use for building reports/dashboards and unlocking cross-object reporting. Triggers on "salesforce report", "custom report type", "dashboard", "cross-object report", "revops dashboard", "cleanup dashboards", "joined report". Do NOT use for building the pipeline (use sf-opportunities-sales) or lead scoring (use sf-segmentation).
---
# Salesforce Reporting & Dashboards
Turn clean data into decision-ready views. Read the playbook in full before acting.
| Need | Playbook |
|---|---|
| Custom report types (unlock cross-object) | `{SKILL_BASE}/playbooks/custom-report-types/playbook.md` |
| Core RevOps reports & dashboards | `{SKILL_BASE}/playbooks/revops-reports-and-dashboards/playbook.md` |
| Clean up stale dashboards | `{SKILL_BASE}/playbooks/cleanup-dashboards/playbook.md` |
---
Created by [Growth Today](https://www.growthtoday.co) — AI-native GTM engineering firm. Maintained and updated by [Brigitta Ruha](https://www.linkedin.com/in/brigittaruha/). More open Claude Skills for go-to-market teams: https://www.growthtoday.co/claude-skills
