Enhanced Lead Tracking Excel Dashboard
Budget: $30 – $250 USD
Project overview
Develop an enhanced Excel dashboard for tracking leads and sales against daily, monthly, quarterly, and yearly goals, with graphical improvements and QuickBooks Online integration.
Data needs
- Upgrade existing Excel document for leads and sales tracking.
- Incorporate graphs and color coding for improved data visualization.
- Ensure the dashboard can track revenue against set goals (daily, monthly, quarterly, yearly).
- Integration with QuickBooks Online for financial data management and tracking.
Develop an enhanced Excel dashboard for tracking leads and sales against daily, monthly, quarterly, and yearly goals, with graphical improvements and QuickBooks Online integration.
Data needs
- Upgrade existing Excel document for leads and sales tracking.
- Incorporate graphs and color coding for improved data visualization.
- Ensure the dashboard can track revenue against set goals (daily, monthly, quarterly, yearly).
- Integration with QuickBooks Online for financial data management and tracking.