Zoho CRM Dashboard & Report Setup
Budget: ₹1,500 – ₹12,500 INR
I need an expert to set up a Zoho CRM dashboard for my employees. The dashboard should be designed to provide real-time sales data, task management, and lead tracking. Here's a more specific rundown of what's required:
Dashboard:
- Display real-time sales data
- Implement task management components
- Incorporate lead tracking
KPIs:
- Track revenue generation
- Monitor conversion rates
Reports:
- Create a system for generating sales performance reports
- Enable the creation of lead conversion reports
- Allow the generation of task completion reports
The ideal freelancer for this job would be well-versed in Zoho CRM and have strong experience in dashboard setup and customization. A background in sales analytics would be a plus.
Dashboard:
- Display real-time sales data
- Implement task management components
- Incorporate lead tracking
KPIs:
- Track revenue generation
- Monitor conversion rates
Reports:
- Create a system for generating sales performance reports
- Enable the creation of lead conversion reports
- Allow the generation of task completion reports
The ideal freelancer for this job would be well-versed in Zoho CRM and have strong experience in dashboard setup and customization. A background in sales analytics would be a plus.