CRM Data Visualization in Excel
Budget: ₹750 – ₹1,250 INR
I'm looking for an expert in Excel who can help me visualize my CRM sales data. The goal is to create clear and impactful visual representations of account performance metrics, as well as a variety of sales metrics, including revenue growth, win rate, and pipeline/dropped opportunities.
there like 200 client in the data dump, i want a card for every client and we drop the weekly data dump its reflate in the currents card...
so what's i want happing i drop the dump file, then its reflect in account card (will be like a list with the account i choose the account then its well give the data in charts...)
attached example if the card, and mock data
Key Responsibilities:
- Visualize CRM data in Excel
- Create visuals for account performance and sales metrics
- Include performance metrics such as revenue growth and win rate
Ideal Skills:
- Expert-level knowledge of Excel
- Strong understanding of sales and CRM data
- Excellent data visualization skills
our budget up to 100 $ maximum.
there like 200 client in the data dump, i want a card for every client and we drop the weekly data dump its reflate in the currents card...
so what's i want happing i drop the dump file, then its reflect in account card (will be like a list with the account i choose the account then its well give the data in charts...)
attached example if the card, and mock data
Key Responsibilities:
- Visualize CRM data in Excel
- Create visuals for account performance and sales metrics
- Include performance metrics such as revenue growth and win rate
Ideal Skills:
- Expert-level knowledge of Excel
- Strong understanding of sales and CRM data
- Excellent data visualization skills
our budget up to 100 $ maximum.