Interactive Excel Pre-Sales Dashboard
Budget: $2 – $8 USD
We already have an existing Excel sheet used for pre-sales task tracking and leads management, but it requires full restructuring, optimization, and professional dashboard development.
The current file includes:
Leads and project details
Task assignment to pre-sales engineers
Due dates, statuses, and weights
Basic KPIs (On-Time Rate, Average Time, etc.)
However, the file is not structured, contains redundant columns, and lacks a proper dashboard and automation.
We are looking for an expert to rebuild this into a professional management tool.
Scope of Work:
1. Data Structure Optimization
Clean and restructure the current sheet:
Remove unnecessary/duplicate columns
Separate:
Raw data (database)
Calculations
Dashboard
Standardize fields such as:
Lead Type
System
Status
Assigned Engineer
2. System Enhancement
Improve:
Task tracking logic
Lead lifecycle tracking
Add:
Clear workflow stages (Lead → Quote → Submittal → Engineering → Closed)
Proper status control (drop-down driven)
3. Dashboard Development
Build a professional interactive dashboard showing:
Total number of leads
Leads by:
Type
System (BMS, CCTV, etc.)
Sales person
Conversion rates:
Lead → Quote
Quote → Awarded
Pre-sales team KPIs:
Number of tasks per engineer
On-time delivery %
Average completion time
Overdue tasks
Workload distribution
Monthly performance trends
4. Automation & Controls
Data validation (drop-down lists)
Conditional formatting:
Overdue tasks
Delays
Automatic KPI calculations
Clean formulas (no broken links / no manual intervention)
5. Performance Optimization
Ensure file works smoothly with large data
Avoid heavy/slow formulas
Deliverables:
Fully restructured Excel file
Separate sheets:
Database
Calculations
Dashboard
Interactive dashboard (ready for management use)
Clean and documented logic
Short handover session
Requirements:
Expert in Excel (non-negotiable):
Power Query
Pivot Tables
Advanced formulas
Proven experience in:
Sales dashboards / CRM tracking sheets
Strong understanding of:
Task management workflows
KPI reporting
The current file includes:
Leads and project details
Task assignment to pre-sales engineers
Due dates, statuses, and weights
Basic KPIs (On-Time Rate, Average Time, etc.)
However, the file is not structured, contains redundant columns, and lacks a proper dashboard and automation.
We are looking for an expert to rebuild this into a professional management tool.
Scope of Work:
1. Data Structure Optimization
Clean and restructure the current sheet:
Remove unnecessary/duplicate columns
Separate:
Raw data (database)
Calculations
Dashboard
Standardize fields such as:
Lead Type
System
Status
Assigned Engineer
2. System Enhancement
Improve:
Task tracking logic
Lead lifecycle tracking
Add:
Clear workflow stages (Lead → Quote → Submittal → Engineering → Closed)
Proper status control (drop-down driven)
3. Dashboard Development
Build a professional interactive dashboard showing:
Total number of leads
Leads by:
Type
System (BMS, CCTV, etc.)
Sales person
Conversion rates:
Lead → Quote
Quote → Awarded
Pre-sales team KPIs:
Number of tasks per engineer
On-time delivery %
Average completion time
Overdue tasks
Workload distribution
Monthly performance trends
4. Automation & Controls
Data validation (drop-down lists)
Conditional formatting:
Overdue tasks
Delays
Automatic KPI calculations
Clean formulas (no broken links / no manual intervention)
5. Performance Optimization
Ensure file works smoothly with large data
Avoid heavy/slow formulas
Deliverables:
Fully restructured Excel file
Separate sheets:
Database
Calculations
Dashboard
Interactive dashboard (ready for management use)
Clean and documented logic
Short handover session
Requirements:
Expert in Excel (non-negotiable):
Power Query
Pivot Tables
Advanced formulas
Proven experience in:
Sales dashboards / CRM tracking sheets
Strong understanding of:
Task management workflows
KPI reporting