Connect Close CRM API to Grafana for dashboards
Budget: $30 – $250 AUD
I am seeking an experienced programmer for an API integration project between Close CRM and Grafana. Here're more details about the requirements:
We can either use a JSON integration directly into Grafana or use a 3rd party tool like Make.com to fix it.
Action Items / Visualisations to create:
1. Have a target for a segment (eg: x% of sales in segment)
2. Map out per rep
3. Need to evaluate Conversion rate for each step
4. Need to evaluate Conversion rate for Total Funnel (Lead to sale)
5. Need to evaluate Conversion rate for some sub steps (eg, Bill to Sale) - enables you to focus the team on key stages
6. In addition to company wide funnel, need to benchmark each BDM on the funnel stages
7. Understand where BDM's are strong and weak
We can either use a JSON integration directly into Grafana or use a 3rd party tool like Make.com to fix it.
Action Items / Visualisations to create:
1. Have a target for a segment (eg: x% of sales in segment)
2. Map out per rep
3. Need to evaluate Conversion rate for each step
4. Need to evaluate Conversion rate for Total Funnel (Lead to sale)
5. Need to evaluate Conversion rate for some sub steps (eg, Bill to Sale) - enables you to focus the team on key stages
6. In addition to company wide funnel, need to benchmark each BDM on the funnel stages
7. Understand where BDM's are strong and weak