Pipedrive CRM Optimization & Reporting

We are looking for an experienced Pipedrive CRM Expert to support us in building a clean, scalable, and fully optimized Pipedrive environment.
Your role is to design and configure sales workflows, build dashboards, create reporting structures (Insights), improve data quality, and ensure the system is ready for daily operational use.
This project includes both consulting and hands‑on implementation.

Scope of Work
1. Pipeline Setup & Optimization
Review existing pipelines (if any)
Create new sales pipelines with clearly defined stages
Set stage probabilities & logic
Add custom fields and ensure consistent data structure
Optimize activity types and workflow steps
Provide best‑practice recommendations

2. Dashboard Creation (Insights)
Create professional Insights dashboards for:
Sales Performance
Sales Management
Pipeline Health
Forecasting

Build reports such as:
Funnel conversion
Win/loss analysis
Deal stage performance
Revenue forecast
Activity tracking
Configure filters, groups, and time ranges

3. Data Structure & Custom Fields
Review current data model
Create standardized custom fields
Implement dropdowns, tags, and classifications
Improve consistency & reporting readiness

Deliverables
1 optimized Pipedrive pipelines
3–5 Dashboards (Sales, Manager, Forecast, Activities)
15–30 Reports in Insights
Custom fields framework
Best‑practice documentation (PDF or video optional)
Short handover call or explanation