Working With Dashboards | Dataford Interview Questions

Tell me about your experience working with dashboards.

For the hands-on portion, write a SQL query that produces a Salesforce CRM Analytics dashboard dataset from the provided tables. Include open opportunities created during Q1 2025, including records without an assigned owner.

Output

One row per owner and calendar month.
Columns: owner_name, report_month, open_opportunity_count, and total_pipeline.
Sort by owner name, then month ascending.

Schema

users

Column	Type	Description
user_idPK	INT	Salesforce user identifier
full_name	VARCHAR(100)	User display name
region	VARCHAR(50)	User sales region

opportunities

Column	Type	Description
opportunity_idPK	INT	Salesforce opportunity identifier
owner_id	INT	Assigned Salesforce user identifier
created_at	DATE	Opportunity creation date
stage	VARCHAR(40)	Current opportunity stage
amount	NUMERIC(12,2)	Opportunity pipeline amount

Your question is Working With Dashboards. Start with the requirements and the two tables in the Question tab.

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Problem