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: crm import data crm, crm import data, crm sugar data export crm, sales dashboard salesforce, sales manager dashboard salesforce, sales dashboard, salesforce dashboard, crm dashboard examples, best crm dashboards, crm reports samples, crm dashboard design, sugar crm export data, affiliate sales data, sales rep couture line, telemarketing average sales data, create data entry line word 2007, microsoft crm export data migration, microsoft crm export data, microsoft crm migrate data, resume pharma sales data reporting excel vba developer

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

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)
0.0
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)
0.0
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)
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murarigautam

I have very good knowledge in data visualization on tool like tableau, splunk and excel. I am working on these tool on regular basis.

$277 AUD 10 päivässä
(0 arvostelua)
0.0
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
(9 arvostelua)
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Vitspl

Hello, With 14+ years of experience in ERP, CRM, Inventory Management Applications, Accounting Applications and various kinds of customized SaaS based solutions, we have developed various applications from scratch. Lisää

$555 AUD 10 päivässä
(0 arvostelua)
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iAnalyst

Hi there I fully understand your requirement and the business need behind it. I've developed many similar dashboards and reports during my 15 years of analytics career. I can make the report full flexible and ea Lisää

$555 AUD 10 päivässä
(0 arvostelua)
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dipsun123

Hello there, I am HR of Dipsun Technology. This is a leading Accounting and Taxation firm with over 5 years of experience in the field of Account and Finance world wise. Our organization has qualified and energetic Lisää

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$555 AUD 10 päivässä
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$250 AUD 1 päivässä
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$666 AUD 10 päivässä
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$250 AUD 10 päivässä
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KASERP

Hey! I'm KASERP I have reviewed your complete job description. I have fully understood your requirements and I fulfill all the qualifications required for this project. Quality work is my Priority. Let’s discuss Lisää

$250 AUD 2 päivässä
(0 arvostelua)
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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

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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)
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Mariefie1

Good day! I've been doing data entry, admin work, lead generation and even market research for more than 7 years now. I'm a very persistent person as I always put my heart in everything that I do. My profile, skills on Lisää

$666 AUD 7 päivässä
(0 arvostelua)
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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
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$250 AUD 5 päivässä
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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)
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