Image editing. Video editing,
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted4 hours ago
I’m building a dedicated sales dashboard that lets me see revenue and sales-growth performance at a glance. All figures must pull automatically from two existing sources—our CRM system and a series of Excel/Google Sheets reports—so I never have to update numbers by hand.
The finished board should present both high-level trends and the ability to drill into daily or product-level details. While the immediate goal is a sales dashboard (I’m not looking for marketing or project-management views right now), the structure should be flexible enough to add new metrics later.
Deliverables I need from you:
• A live, interactive dashboard connected to the CRM and the spreadsheets
• Clean, documented queries or data-prep scripts so the integration keeps running without manual tweaks
• A brief hand-over guide that shows me how to refresh data and add fields down the road
If you’ve worked in Power BI, Tableau, Looker Studio, or similar tools, let me know which you recommend and why—it’s fine if we stick with whatever platform you’re fastest on as long as it handles the integrations above.
The finished board should present both high-level trends and the ability to drill into daily or product-level details. While the immediate goal is a sales dashboard (I’m not looking for marketing or project-management views right now), the structure should be flexible enough to add new metrics later.
Deliverables I need from you:
• A live, interactive dashboard connected to the CRM and the spreadsheets
• Clean, documented queries or data-prep scripts so the integration keeps running without manual tweaks
• A brief hand-over guide that shows me how to refresh data and add fields down the road
If you’ve worked in Power BI, Tableau, Looker Studio, or similar tools, let me know which you recommend and why—it’s fine if we stick with whatever platform you’re fastest on as long as it handles the integrations above.
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