MVP Sales Performance Dashboard
Budget / Salary$30–250
TypeFreelance project
LocationRemote
Posted1 hour ago
I’m looking to turn our commercial-excellence vision into a working MVP that every member of the sales organization can open, understand, and act on. The core of the job is a web-based dashboard that plugs directly into our CRM, ERP, and Datalake, consolidating those feeds into one clear view.
What the dashboard must do
• Display real-time performance metrics so managers and reps immediately see where they stand against target.
• Generate an automatically refreshed list of priority actions for each user, guiding day-to-day execution.
• Show concise integration status indicators so everyone can trust the underlying data at a glance.
User scope
Both managers and sales representatives will use the same interface, so role-based filtering or permission logic will be needed to keep the layout simple yet relevant to each person.
Data connectivity
The platform has to authenticate and pull data from:
• CRM
• ERP
• Datalake
If you already have experience normalizing and mapping data across these systems, please highlight that.
Delivery expectations
1. A working MVP hosted in a test environment (cloud or on-prem is flexible).
2. Clean, well-documented codebase and connection scripts.
3. Basic UI/UX styling that is easy to extend after the MVP phase.
4. Short hand-off guide and recorded walkthrough so internal developers can pick up the next iteration.
I’ve attached our pitch deck with business logic, sample KPIs, and user stories—use it to align the data model and workflow. Feel free to recommend the tech stack you believe will get us to a reliable MVP fastest.
If this sounds like a challenge you’ve solved before, let’s discuss timelines and next steps.
What the dashboard must do
• Display real-time performance metrics so managers and reps immediately see where they stand against target.
• Generate an automatically refreshed list of priority actions for each user, guiding day-to-day execution.
• Show concise integration status indicators so everyone can trust the underlying data at a glance.
User scope
Both managers and sales representatives will use the same interface, so role-based filtering or permission logic will be needed to keep the layout simple yet relevant to each person.
Data connectivity
The platform has to authenticate and pull data from:
• CRM
• ERP
• Datalake
If you already have experience normalizing and mapping data across these systems, please highlight that.
Delivery expectations
1. A working MVP hosted in a test environment (cloud or on-prem is flexible).
2. Clean, well-documented codebase and connection scripts.
3. Basic UI/UX styling that is easy to extend after the MVP phase.
4. Short hand-off guide and recorded walkthrough so internal developers can pick up the next iteration.
I’ve attached our pitch deck with business logic, sample KPIs, and user stories—use it to align the data model and workflow. Feel free to recommend the tech stack you believe will get us to a reliable MVP fastest.
If this sounds like a challenge you’ve solved before, let’s discuss timelines and next steps.
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