Sales report in google sheet with dashboard
Budget: $10 – $30 USD
We are seeking an experienced Google Sheets developer to create an advanced sales and marketing reporting system with an interactive and visually appealing dashboard. The system must be designed to track the performance of multiple sales managers in terms of sales closed, leads generated, calls made, and punctuality. The dashboard should be dynamic, updating in real-time based on the data entered by the sales team. This project needs to be completed within a few hours of awarding the contract, so only apply if you can meet this deadline.
**Project Requirements:**
1. **Dashboard Creation:**
- Design a colorful and attractive dashboard that summarizes key performance metrics.
- Include bar charts, pie charts, and line graphs to display data such as:
- **Top Performers by Sales Closed:** A bar chart displaying the number of sales closed by each sales manager.
- **Leads Generated:** A bar chart showing the number of leads generated by each sales manager.
- **Calls Made:** A bar chart representing the total calls made by each sales manager.
- **On-time Login Days:** A bar chart tracking the number of days each sales manager logged in on time.
- Include a summary section with key metrics such as:
- Total Sales
- Total Leads
- Conversion Rate
- Best Performing Sales Manager
2. **Leads Management System:**
- Create a Leads Page where the manager can post leads.
- Develop a system where sales managers can claim leads by clicking on them. Once claimed, the lead should be locked to prevent other managers from claiming it.
- Each lead should move to the sales manager’s personal calling sheet after being claimed.
3. **Sales Report Automation:**
- Design a daily sales report with drop-down answers and radio buttons to simplify data entry.
- Include fields for Sales Manager Name, Date, Lead ID, Call Outcome, Sales Closed (Yes/No), and Follow-Up Required (Yes/No).
- Automate the transfer of data from individual reports to the main dashboard.
4. **Daily Login Tracking:**
- Create a script that logs the login time for each sales manager as soon as they access the sheet.
- Track punctuality and log the days when sales managers log in on time.
5. **User Interface & Access:**
- Ensure an easy-to-navigate interface with minimal typing required.
- Sales managers should have edit access to their reports but view-only access to the main dashboard.
- The dashboard should be shareable with management in view-only mode.
**Expected Deliverables:**
- A fully functional Google Sheets system with an integrated and automated dashboard.
- Scripts for lead assignment and daily login tracking.
- A step-by-step user guide for the sales team on how to use the system.
**Skills Required:**
- Advanced Google Sheets and Google Apps Script development.
- Experience in creating automated dashboards with data visualization.
- Strong understanding of sales and marketing metrics.
**Timeline:**
- This project must be completed within [insert specific hours] after awarding.
**Budget:**
- Please provide a quote for the complete project, including revisions if necessary.
**Application Instructions:**
- Provide examples of previous similar work (Google Sheets dashboards).
- Confirm your ability to meet the deadline.
- Outline your approach to achieving the project requirements.
**Project Requirements:**
1. **Dashboard Creation:**
- Design a colorful and attractive dashboard that summarizes key performance metrics.
- Include bar charts, pie charts, and line graphs to display data such as:
- **Top Performers by Sales Closed:** A bar chart displaying the number of sales closed by each sales manager.
- **Leads Generated:** A bar chart showing the number of leads generated by each sales manager.
- **Calls Made:** A bar chart representing the total calls made by each sales manager.
- **On-time Login Days:** A bar chart tracking the number of days each sales manager logged in on time.
- Include a summary section with key metrics such as:
- Total Sales
- Total Leads
- Conversion Rate
- Best Performing Sales Manager
2. **Leads Management System:**
- Create a Leads Page where the manager can post leads.
- Develop a system where sales managers can claim leads by clicking on them. Once claimed, the lead should be locked to prevent other managers from claiming it.
- Each lead should move to the sales manager’s personal calling sheet after being claimed.
3. **Sales Report Automation:**
- Design a daily sales report with drop-down answers and radio buttons to simplify data entry.
- Include fields for Sales Manager Name, Date, Lead ID, Call Outcome, Sales Closed (Yes/No), and Follow-Up Required (Yes/No).
- Automate the transfer of data from individual reports to the main dashboard.
4. **Daily Login Tracking:**
- Create a script that logs the login time for each sales manager as soon as they access the sheet.
- Track punctuality and log the days when sales managers log in on time.
5. **User Interface & Access:**
- Ensure an easy-to-navigate interface with minimal typing required.
- Sales managers should have edit access to their reports but view-only access to the main dashboard.
- The dashboard should be shareable with management in view-only mode.
**Expected Deliverables:**
- A fully functional Google Sheets system with an integrated and automated dashboard.
- Scripts for lead assignment and daily login tracking.
- A step-by-step user guide for the sales team on how to use the system.
**Skills Required:**
- Advanced Google Sheets and Google Apps Script development.
- Experience in creating automated dashboards with data visualization.
- Strong understanding of sales and marketing metrics.
**Timeline:**
- This project must be completed within [insert specific hours] after awarding.
**Budget:**
- Please provide a quote for the complete project, including revisions if necessary.
**Application Instructions:**
- Provide examples of previous similar work (Google Sheets dashboards).
- Confirm your ability to meet the deadline.
- Outline your approach to achieving the project requirements.