CRM Data Reporting Setup with Grafana and Segment

Job ID: 38213954

Budget: $250 – $750 AUD

I am currently using Close.com as my CRM platform and I am seeking a skilled data expert who can help me set up a reporting system using Grafana to track specific sales metrics and team performance indicators.

Key Tasks:
- Integrate Close.com with Grafana: You will need to set up the integration between Close.com, Segment and Grafana to ensure seamless data flow.
- Data Reporting Design: Create a reporting system in Grafana that can effectively track the following sales metrics and team performance indicators:
- Sales Metrics: Revenue, Conversion rate, Number of deals closed, Number of leads generated
- Team Performance: Sales team productivity, Employee satisfaction

Ideal Skills and Experience:
- Proficiency in Close.com, Segment and Grafana
- Previous experience setting up CRM data reporting
- Strong analytical and reporting skills
- Understanding of sales metrics and team performance indicators
- Excellent communication skills to understand my specific tracking needs and provide regular updates.

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Related categories: Data Processing CRM Data Analytics API Segment