Automated Salesforce Sales Dashboard

I need a small automation that pulls fresh data from Salesforce and turns it into a clear sales-performance dashboard every week and month. The focus is on deals won, revenue generated, pipeline value, and any other core sales metrics already stored in Salesforce.

Here is what I have in mind:
• The script or workflow connects securely to my Salesforce account, fetches the relevant objects (Opportunities, Accounts, maybe a custom field or two), and stores them in a lightweight data model.
• Without any manual tweaking, the data then feeds a dashboard that refreshes on a set schedule—weekly and monthly—with filters for time period and deal stage.
• The finished dashboard should live in a tool I can share easily with managers (Tableau, Power BI, Looker Studio, or a native Salesforce Lightning dashboard are all fine; I’m open to guidance).

Deliverables
1. Connection/auth setup and repeatable data pull from Salesforce.
2. Automated data refresh on a weekly and a monthly cadence.
3. Interactive dashboard focused on sales performance (deals won, revenue, pipeline) with export-to-PDF or image for reports.
4. Quick hand-off session and basic documentation on how to adjust date ranges or add a new metric later.

If this goes smoothly, I may expand the same framework to marketing or accounting platforms, but for now it’s Salesforce only. Let me know which tooling you propose and how fast you can have a first version ready.