Suljettu

Dashboard of CRM and sales data

I want a "living" dashboard in the form of a google drive sheet showing current tally of weekly sales value for all customers. This sheet will be linked to xero and constantly update w new customers.

That is to say: customers down the left most column and weeks across the top row. (That way I can watch for trends in purchase volume, missing weeks, order frequency).

The sheet will also have the capacity to show a colour for missed weeks, average order value for customer (and identify below average weeks and more.

I'd like this data right away. Additional data that can be added later as follows:

Additional tabs on the same sheet will show:

- reports that Steve Fordham has initiated: ie Income by contact; sales revenue by value group; sales by customer; sales by product)

- bar graphs of total sales volume by month in one colour and previous year's values in another colour.

- weekly sales by product (original, pumpkin, banana, coconut cacao, maca chilli, 5 packs) in a line graph

- total sales by channel (cafe/restuaraunt, distributor, markets, health food store, supermarket/cafe, online sales).

- labour cost vs sales by week/month

- freight income vs freight expense

- credits, returns, complaints, wastage by week

- tastings and promotions vs sales (some way to track response and rhythms and quantitative value of our marketing efforts)

- additional customers per month

- insta follower growth

NOTE: I should be able to easily pull out (identify at least, but optimally pull into a sheet) data pertaining to the above as it relates to regions, states, distributor areas, areas that a particular sales person is responsible for, areas or customer groupings where I have recently done a sales trip (so that I can measure a value of a particular activity).

Taidot: kirjanpito, tiedonsyöttö, tietojenkäsittely, Excel, PHP

Näytä lisää: sales dashboard salesforce, sales manager dashboard salesforce, sales dashboard, salesforce dashboard, crm dashboard examples, best crm dashboards, crm reports samples, crm dashboard design, freelance dashboard crm 2.0, dashboard user activity, dashboard crm open source, excel staff activity dashboard, safety health dashboard, crm activity hsbc, nvq health social care activity

Tietoa työnantajasta:
( 0 arvostelua ) Australia

Projektin tunnus: #17186989

33 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

$250 AUD 10 päivässä
(324 arvostelua)
7.7
malviyamanish

Greeting from Bluewebspark technologies !! We have excellent team of programmers and designers to work on your project efficiently and complete job in time. We have read your deepest requirement at our best and will s Lisää

$750 AUD 10 päivässä
(204 arvostelua)
7.5
P0L

Hello, I’m an Excel/VBA expert and I would like to help you with your dashboard. Please check my profile and contact me to discuss. Regards.

$750 AUD 10 päivässä
(274 arvostelua)
7.1
technovicinity

Hello, First of all, its my pleasure to bid on your project, I have gone through your requirements and understand that you need a custom CRM. We are a highly skilled team to provide you the best experience. We are r Lisää

$500 AUD 15 päivässä
(57 arvostelua)
6.6
elqueabandona

Hello, my name is Cristian, I have a degree in Business and work with excel every day. I have much experience with spreadsheets, formulas, models and macros. Check my reviews. Best regards

$500 AUD 7 päivässä
(203 arvostelua)
6.8
rajneeshsaini

Hi, Hope you are doing great!! I have performed all the mentioned duties upon reference to your job posting and assure you that you’ll get all the expected stuff like a great professional service and a fast turn Lisää

$750 AUD 10 päivässä
(34 arvostelua)
6.2
androidc

Hi, I have gone through your website FLYINGHANGERS.com. Please share list of features you want I read through the Project details extremely carefully and I am absolutely sure that I can do the project very well. I Lisää

$555 AUD 10 päivässä
(83 arvostelua)
6.3
JinDongZhe

Dear,sir. How are you? I hope you are doing well. I have read your project description. And I can assist you to develop your Web App as I have more than 6+ years of strong experience in Web development/designing and Lisää

$555 AUD 10 päivässä
(23 arvostelua)
6.0
$250 AUD 1 päivässä
(123 arvostelua)
6.0
usmanhassan123

mphill in computer engineering having seven years of experience in dashboard designing.

$250 AUD 1 päivässä
(38 arvostelua)
5.7
$500 AUD 7 päivässä
(57 arvostelua)
5.6
pilotarif

I can perfectly do your project work and able to complete full work in a shortest possible of time with 100% accuracy, perfection and according to your given instruction. I am ready to show you cost-free sample wo Lisää

$444 AUD 10 päivässä
(33 arvostelua)
4.7
vbizsolutionss

Contact me for ready CRM.... Contact me for ready CRM.... Contact me for ready CRM.... Contact me for ready CRM.... Contact me for ready CRM.... Contact me for ready CRM.... Contact me for ready CRM.. Lisää

$750 AUD 10 päivässä
(24 arvostelua)
4.6
prakash1317

I have gone through the details and I'm confident to work with my experience in similar projects. If you award your project, I'll start from now and complete the work accurately and timely. Also, I'll update you the pr Lisää

$250 AUD 5 päivässä
(23 arvostelua)
4.2
oleksandrkhomych

Hello, my name is Sasha. I'm CEO of [login to view URL], software integrations company from Kyiv, Ukraine. We work with built from scratch (Laravel) and open source CRM/ERP systems, management dashboards and solutions for busi Lisää

$555 AUD 10 päivässä
(5 arvostelua)
3.4
pinesucceed01

Hi there, I would like to discuss your requirements in more details, can you please come on the chat to discuss? Thanks

$555 AUD 10 päivässä
(4 arvostelua)
3.4
alkajain2906

Greetings,
Thank you for posting a Job. I WILL DO THIS AS PER YOUR REQUIREMENT AND EXPECTATIONS. With the experience of over 300+web development projects including ANDROID, IOS, WEBSITES, WEB APPLICATIONS AND SOFTWARE Lisää

$555 AUD 10 päivässä
(3 arvostelua)
3.6
doxan

Hello. I am Andrey and have experience for developing accounting systems like ERP, CRM, analytical reports. If you agree with full web-application(PHP, MySQL) so i can help you. If you want the solution based on go Lisää

$833 AUD 10 päivässä
(8 arvostelua)
2.9
cranius

Greetings, You project caught my attention because I have experience in creating sales dashboard and generating statistics from it. I have used the information you provided to make this prototype that highlights bl Lisää

$250 AUD 3 päivässä
(2 arvostelua)
3.0
angelicadosreis

Hello, I’m pleased to send you my proposal for your project. As an experienced auditor, I have expertise in compiling large amounts of data from multiple sources to produce different kind of reports and develope KP Lisää

$277 AUD 5 päivässä
(1 arvostelu)
2.5