Set up custom dashboard in Google Data Studio for data from Active Campaign

Job ID: 34840371

Budget: £20 – £250 GBP

We manage our sales pipeline and CRM through Active Campaign. We want to download the data weekly and build a reports dashboard, which uses some of the custom fields. Data can be uploaded via a CSV, which we can do once the initial reports are built.

Reports would be:
- Booked revenue by month for each salesperson
- Weighted forecast by each salesperson for each month
- View of booked in a quarter by each salespersons
- view of forecasted in a quarter by each salesperson
- Numbers of meetings per week
- Numbers of new proposals per week
- Average order value
Related categories: ActiveCampaign Google Data Studio