Reports and dashboards in salesforce pptdela
...MANAGEMENT: Monitor and manage follow-ups and sales activities within the CRM. Update and maintain accurate records of customer interactions and sales leads. Assist in developing strategies to improve CRM processes and efficiency. Customer Service: Respond to customer inquiries and resolve issues promptly and professionally. Maintain a high level of customer satisfaction through effective communication and problem-solving skills. Liaise with other departments to ensure customer needs are met. Email Management: Monitor and manage the CEO's email inbox, prioritizing and flagging important messages. Draft, proofread, and send emails on behalf of the CEO. Organize and archive emails to keep the...
I need two steel beam calculations done for a residential property. These calculations are required to meet building regulations. Therefore, I'm seeking a freelancer with a strong background in civil or structural engineering, familiar with the relevant building codes and able to apply them correctly. Experience working with residential constructions and knowledge of steel as a structural material is key. The final deliverables will be detailed calculation reports that will satisfy building regulations requirements.
I'm in need of an in-depth market research report on the men's shirt market in India. The report should span the last 5 years and cover the market size, growth rate, and key players. Key Requirements: - Market Size: A detailed analysis of the size of the men's shirt market in India over the past 5 years. - Growth Rate (CAGR): An examination of the Compound Annual Growth Rate (CAGR) of the market to help predict future trends. - Key Players: An overview of the major companies and brands within the market segment. -Gap and Opportunities Focus: - The research should encompass the entirety of India, providing a comprehensive view of the market at a national level. Skills and Experience: - Prior experience in...
My sales dashboards, which were custom-built by a developer and are usually embedded in a software application, have disappeared. I urgently require an experienced developer to restore them. - The task requires one to understand sales data and its relevance to a company. - Experience with building custom dashboards for reporting sales data is highly beneficial. - An understanding of embedding dashboards into software applications is critical. - Swift resolutions are appreciated as these dashboards are essential for monitoring our sales activity.
...looking for an expert in SSRS to set up a solution to track our daily financial transactions. The primary goal for this solution is to provide us with a simple, user-friendly way to access and track these transactions on a daily basis. Key requirements include: - Set up and customize the SSRS solution to track daily financial transactions - Ensure the solution is optimized for daily use and can handle the volume of transactions - Implement a system that would automatically send the daily reports to a specified email address Ideal skills and experience: - Proven experience with SSRS and setting up similar solutions - Strong understanding of financial data and tracking requirements - Ability to create automated reporting and...
We are an Ecommerce ...company dealing with variety products and we are looking for a Social Media Ads Manager to join our team. The tasks includes but not limited to: Creating the ads on different Social Media Platforms Create reports in Excel, and Google Sheets on a daily and monthly basis Turning off the ads which are not delivering the acceptable ROI Creating a new ad for the stopped campain Write text for the posts Edit Pictures and videos in Canva or Capcut The Ads Manager must be solely free for this project and not committed to any other task, job or study work hours: 6 days a week, 10 hours a day The agent must be fluent in both Arabic and English Must also have good communications and sales skills Can wo...
As discussed in chat and outlined in the provided document, excluding referrals, support ticket and reports
We are seeking a dynamic and experienced Lead Sales and Digital Marketing Strategist to join our team. The ideal candidate will have a deep understanding of sales funnels, order bumps, and upsells. This role requires extensive knowledge in identifying and targeting the right clients through meticulous marketing research, mastering ads conversion, and implementing effective retargeting strategies. Key Responsibilities: Sales Funnel Management: Design, implement, and optimize sales funnels to maximize customer acquisition and retention. Develop strategies for order bumps and upsells to increase average transaction value. Manage and enhance our lead funnel Prepare for the launch of our new sales funnel
...a skilled PowerPoint expert to create a compelling presentation targeted at a professional business audience. This presentation should aim to persuade and convince its viewers. Key Requirements: - Design a persuasive, high-impact presentation, focusing on the needs of a business audience - The presentation should be informative, clear, and engaging - The structure should be logical and easy to follow, enhancing audience understanding and retention Ideal Skills/Experience: - Proficiency in PowerPoint and a strong portfolio of previous presentations - Familiarity with creating persuasive content - Understanding of business communication and audience engagement The presentation is expected to contain 11-20 slides. If you have previous e...
I am in search of a competent female operations support assistant to aid me in daily tasks. Key Responsibilities: - Spreadsheet Management: You will be tasked with keeping our Excel sheets organized and updated to ensure seamless operations. - Report Generation: You will also be responsible for generating reports for our activities. These reports must be clear, concise, and error-free. - Daily Calls: You will make regular teams calls within the operations team. - Research & Analysis: The role will also require you to conduct research and analysis on various topics as needed. Your Excel Skills: I need a candidate who is proficient in Excel. An intermediate level of understanding and experience in Excel is a requir...
For my company, I require a proficient accountant with an expertise in bookkeeping and tax preparation. The candidate must be adept at maintaining and recording financial transactions, as well as preparing financial statements. Ideally, the freelancer should be experienced with: - Monthly, quarterly, and annual bookkeeping - Preparing tax returns and financial analysis reports Since we don't use any specific accounting software, the professional should either be well-versed with manually maintaining records or capable of suggesting and operating an effective accounting software for business.
...leverage your sales expertise and network to drive customer engagement and increase conversions on our platform. Responsibilities: Develop and execute strategic sales plans to achieve or exceed the target of 100 monthly sales. Identify and engage potential customers through various channels including social media, email marketing, and networking. Build strong relationships with clients and provide exceptional customer service to drive repeat business. Monitor sales performance and provide regular reports and insights to optimize strategies. Compensation: We offer a competitive compensation package based on performance: Additional commission for exceeding sales targets. The more sales you generate, the more you earn! Requi...
We are an Ecommerce ...company dealing with variety products and we are looking for a Social Media Ads Manager to join our team. The tasks includes but not limited to: Creating the ads on different Social Media Platforms Create reports in Excel, and Google Sheets on a daily and monthly basis Turning off the ads which are not delivering the acceptable ROI Creating a new ad for the stopped campain Write text for the posts Edit Pictures and videos in Canva or Capcut The Ads Manager must be solely free for this project and not committed to any other task, job or study work hours: 6 days a week, 10 hours a day The agent must be fluent in both Arabic and English Must also have good communications and sales skills Can wo...
...demonstrated experience in search engine optimization, especially in link building and improving domain authority. We're looking for someone with relevant experience in our niche or industry, capable of showing tangible results, and with excellent communication skills. What We Ask For: - Strategic Plan: We expect the candidate to present a detailed plan on how they will increase the domain authority of our website, including link building tactics, collaborations with other sites, and content strategies. - References and Examples of Previous Work: We request references from previous clients and examples of projects related to domain authority improvement. - Progress and Results Report: We establish clear expectations...
...support needed in the first 2 weeks. Your tasks will include: - Translating rough sketches, photos, and concepts into polished slides based on our existing templates. - Creating engaging and professional slides which present concepts, diagrams, data and information in a clear manner. - Adhering to a professional and consistent English language, and company PPT template which will be supplied. - Maintaining a consistent quality and design aesthetic throughout all slides. You should be comfortable with an iterative approach because: 1) there will be frequent reviews as the slide deck develops from draft concept to a finalised deck. 2) feedback will be given after each review meeting, to enable the next improved iteration. ...
I'm looking for a dedicated game tester to play and provide feedback on a casual mobile game. Key Responsibilities: - Play the game extensively on both iOS and Android platforms - Identify and record any issues or bugs encountered during gameplay - Provide detailed reports on your findings - Suggest improvements for overall user experience Ideal Candidate: - Must own an iPhone or Android mobile - Previous experience in game testing or quality assurance is a plus - Excellent attention to detail - Good communication skills to articulate issues and suggestions for improvement.
I'm in need of a Zoho Expert who can create a custom module for tracking referrals. Here are the main aspects of the project: We are creating a system to efficiently reach out to a large list of financial advisors and encourage them to refer their clients to us as new leads. Using Zoho CRM, Zoho Campaigns, and Zoho Analytics, this system will manage our outreach and track referrals. Financial advisor list will be imported into Zoho Campaigns. A select number of contacts will be added to an initial 6-week weekly campaign, and once completed, they will move to the 24-month campaign. In Zoho CRM, a custom module called "Partners" will be created to manage financial advisors who respond to our email campaign. When an advisor refers ...
...support needed in the first 2 weeks. Your tasks will include: - Translating rough sketches, photos, and concepts into polished slides based on our existing templates. - Creating engaging and professional slides which present concepts, diagrams, data and information in a clear manner. - Adhering to a professional and consistent English language, and company PPT template which will be supplied. - Maintaining a consistent quality and design aesthetic throughout all slides. You should be comfortable with an iterative approach because: 1) there will be frequent reviews as the slide deck develops from draft concept to a finalised deck. 2) feedback will be given after each review meeting, to enable the next improved iteration. ...
...project is to develop a website where we combine the features and services of and in one website. Please share your previous related jobs, like behance profile dribble, etc related to saas dashboards or projects We will offer both features of the mentioned sites on a single website so we need to combine them in an ingenious way, so I need a designer to create a figma file or similar so that the developer can use it as a guide. we must combine it in ingenious ways. . I need an expert in saas projects Requirements: Proven experience as a UX Designer with a strong portfolio showcasing previous work. Solid understanding of user-centered design principles and methodologies. Proficiency in design and prototyping too...
I need a clean latest version of mifos without errors and I want to make some modifications including Pentaho reports. Bids are welcome.
...responsible for overseeing and optimizing our email signature management system using the Exclaimer platform. Your primary focus will be on ensuring that our email signatures are professionally designed, consistent, and compliant with company branding guidelines. Additionally, you will be expected to stay updated on the latest features and capabilities of and leverage them to enhance our email communication. Key Responsibilities: Design and implement professional email signatures for all employees using the Exclaimer platform. Ensure that email signatures are consistent across all departments and adhere to company branding guidelines. Collaborate with the marketing team to incorporate promotional banners or campaigns into email signatures whe...
I am in need of a skilled mobile app developer to create a cross-platform (Android and iOS) application. The app is specifically designed for construction and facility management professionals and its primary function is to perform defects analysis. It should offer a user-friendly interface and reliable performance across both platforms. Key requirements: - Cross-platform development expertise (Android and iOS) to develop the ap readyy to launch on play and apple store - Experience with data analysis functionalities in mobile apps - Understanding of business user needs and intuitive UI/UX design - Ability to create a reliable and scalable app for long-term use - integrate app to generate itemized reports with...
...freelance copywriter who is proficient in both German and English. Our need primarily concerns: - Crafting content for brochures and website edits - Ideally, the copy will maintain a balanced approach, merging technical specificity with more general appeal to convey our B2B software-as-a-service (SaaS) offerings to potential customers. Your ability to deliver clear, persuasive, and engaging writing optimized for a B2B audience is critical for this project. In addition, you may occasionally be tasked with creating social posts, reports, blog posts and providing translations from English to German, making bilingual proficiency a must. Our German marketing team largely focuses on our SaaS product (specifically, our learning management s...
...a freelancer experienced in developing customized dashboards for organizational management, proficient in data visualization tools, possessing strong analytical skills, and capable of creating a creative dashboard with three reports. Key Requirements: Customized Dashboard: Create a creative dashboard consisting of three reports: Financial Analysis by Region: Generate a detailed report analyzing financial performance across different regions, focusing on sales and profit metrics. Category Sales and Profit Report: Design a report to analyze sales and profit data across various product categories, facilitating trend identification and opportunity assessment. Cumulative Analysis Report: Develop a comprehensive report co...
I need a meticulous proofreader to review my business report and correct any grammatical errors in American English. Key requirements: - Proficiency in American English grammar and spelling - Previous experience with business or formal writing - Attention to detail to ensure no errors are missed - Ideally, a good understanding of business terminology The document is around [insert approximate number of words/pages]. Please include an estimate of the time required for completion in your bid. If you have experience with business reports, that could be a plus. Your understanding of the document's content is not necessary, but it could help you to identify potential inconsistencies. Please provide a sample of previous work if possible.
...help me in improving my website's search engine rankings and make my Google Business Profile more visible to local customers. Key Responsibilities: - Implement on-page SEO strategies to optimize my website's content - Execute off-page SEO tactics to build high-quality backlinks - Improve my website's technical performance - Optimize my Google Business Profile to attract and engage my target audience - Utilize local SEO techniques to improve local search visibility - Provide regular reports on the progress and effectiveness of the SEO strategies Ideal Skills: - Proven experience in SEO, particularly in content optimization, backlink building and technical aspects - Familiarity with Google Business Profile ...
Looking for a VA who has a VPN and can connect to Australia and do searches through search egnine to find and record rankings. Need to start right away. I'm looking for a virtual assistant who can help me with various research tasks. Key Responsibilities: - Conducting internet research on a range of topics - Summarizing findings and presenting them in an organized manner - Compiling data into reports or documents Requirements: - Intermediate experience in using a VPN is a must - Strong proficiency in conducting online research - Excellent organizational and communication skills I prefer updates and progress to be communicated through email.
I'm in need of a well-crafted, professional pitch deck that will be used to pitch to corporate clients in the technology industry. With attention to detail, aesthetic design and clear communication, it should capture and narrate my business story effectively. - Understanding of technology industry is essential - Previous experience in corporate settings is preferred - Proven track record in creating appealing and effective pitch decks is paramount. An ability to translate business objectives into a coherent and compelling visual story is vital. The content and basic outline of the document is ready. It will be 20 slides of design work. The work should be editable. You can make graphics in a tool you are comforta...
I am in need of a data analyst who can dissect reports and extract necessary data daily. The task involves delving into data reports and accurately churn out meaningful information in required format. Your responsibilities include: * Analyzing various reports. * Precisely capturing key information based on pre-decided format. This project requires someone with Eye for Details, Working knowledge of MSOffice especially Ms Excel. Good English communication acumen, to understand and interpret data and derive meaningful information. Understands general market & business terminologies, Able to invest atleast 4-5 hours daily. Ideal time between 2pm to 7pm IST. Proficiency in interpreting data and a keen eye for d...
Create PowerPoint presentations based on a Word document. Simply copy and paste the content from the Word document into the PowerPoint slides, and that’s it. See the link for the files
hi the ppt you sent me last night has issue with second slide titled proposal, when i click on the slide show this slide is not showing me full page. my email reachmum at yahoo dot com
...mobile application available on both iOS and Android platforms. The app should have distinct features such as: - User login and registration - Push notifications - In-app messaging - Instant task and task status updates - Task-wise inventory functionality - Task completion insights - Features to highlight incentives, with filtering options based on locality Additionally, a functional CRM system is desired for: - Monitoring customer interactions - Generating sales reports - Streamlining contact management, and - Real-time tracking of earnings and redemptions. Ideal candidates for this project should have experience in mobile app development, CRM systems, and a deep understanding of customer operations. Proficiency ...
...detail-oriented and expert data analyst with proficiency in SQL and R for a comprehensive evaluation of a recently completed data analysis project. This project requires a review of SQL queries, R scripts, and database connections as detailed in a provided PDF. If you're ready to start right away and can deliver within 24 to 48 hours, please get in touch. Responsibilities: Conduct a thorough review of project requirements as specified in the PDF. Evaluate the accuracy and efficiency of SQL queries and R script implementations. Verify database connections and the effectiveness of data visualizations. Identify any discrepancies or areas for improvement. Deliver a comprehensive report detailing findings, is...
I'm looking for a skilled developer to create an admin dashboard for my platform. While some details are yet to be finalized, the core of the dashboard is to be able to: - Perform data visualization - Manage users - Generate reports I'm looking for a clean and easy-to-navigate design. Please share your previous experience in creating admin dashboards, and any relevant portfolio items.
...Google Search, Google Display Network, and YouTube. Key Responsibilities: - Strategizing and executing a Google AdWords campaign aimed at increasing app downloads - Developing compelling ad creatives and copy targeted at young adults aged 18-25 - Focusing on Google Search, Google Display Network, and YouTube as the primary platforms for the campaign - Regularly monitoring, analyzing, and optimizing the campaign to maximize downloads - Providing weekly/monthly reports on campaign performance and suggesting improvements Ideal Skills and Experience: - Proven experience in managing successful AdWords campaigns aimed at app downloads - Solid understanding of Google AdWords, Google Display Network, and YouTube advertising...
...looking for a Salesforce CPQ Developer to assist with a variety of functionalities. Experience in Development, Visualforce Pages, Lightning Web Components, and Administration Strong understanding of CRM processes and functionality Experience with customization and enhancements Knowledge of Salesforce CPQ and CPQ configuration Experience with Salesforce integration and data migration Strong analytical and problem-solving skills Excellent written and verbal communication skills certifications are a plus Bachelor's degree in Computer Science, Information Technology, or related field Are you enthusiastic to accept new challenges and delivering a high performance , scalable solutions in...
I'm in need of a Laravel expert to help me develop a multitenant application from scratch. The project will involve building a robust and secure system that allows for separate databases for each tenant. Key Requirements: - Boilerplate(very important point) - Ability to create a new Laravel application from scratch - Implementing user authentication and roles - Setting up database separation for tenants Additional Information: - The need for customizable dashboards for each tenant is under consideration. This feature might be added during the development process. - While I'm unsure about specific third-party integrations at this time, the application may need to interact with external services and APIs in the future. Ideal Skills: - Pr...
...expert to create a Reporting and Analytics App specifically designed to process audit data from my warehouses. The application should be user-friendly and able to deliver precise data to aid in decision-making and improving warehouse performance. Key features and requirements: - Ability to efficiently process and analyze warehouse audit data - Generate insightful reports and analytics - Seamless interactivity for internal team members Ideal skills and experience: - Proven experience in creating Power apps specifically focused on reporting and analytics - Demonstrable knowledge and experience of warehouse management and audit data interpretation - Excellent understanding of user interface desig...
I'...from **Business Central** and provide real-time updates on the status of our orders. Key functionalities: - Real-time order status updates: Ensure the dashboard offers current and accurate information on the status of each order. This is crucial for our team to make informed decisions and meet customer expectations. Skills and experience required: - Proficiency in web development: You should have experience in developing web-based applications and dashboards. - Knowledge of data integration: Familiarity with integrating systems to retrieve and display data is essential. Experience with Microsoft Business Central would be a big plus. - Strong understanding of user experience: The dashboard should be intuitive and...
...templates in Odoo Community, specifically the header, invoice, PO, and credit notes templates. Key Customizations: - **Layout and Formatting:** I need the layouts of these reports to align with our company branding and reflect a professional appearance. - **Adding Fields:** The reports need additional fields to provide comprehensive information to our clients and internal teams. - **Removing Unnecessary Sections:** Some sections or fields in the default templates are not relevant to our business; those need to be removed. Additional Fields: - **Product Details:** Include details about the products in the reports. - **Tax Information:** Ensure tax details are clearly visible on the reports. - **Payment Terms:*...
I'm in need of a skilled Instagram manager who can handle the following tasks on a monthly basis, and help us boost our presence on the platform: - Post Creation: I'm looking for someone who can create and post content on our Instagram account, as frequently as needed. This includes both regular posts and reels. - Strategy & Planning: A key part of this role is devising a content strategy that aligns with our brand and objectives. You should be capable of coming up with engaging and creative ideas for content. - Growth Reports: You'll be responsible for tracking our progress and generating reports on the growth of the account. This will inform our strategic decisions moving forward. - Goal-Oriented Approach...
...creative professional who can turn my current PPT into a visually captivating and informative presentation on Benefits Realization Management. The goal is to transform the current presentation into a visually engaging and informative experience that effectively introduces BRM concepts and its importance to our employees. Job Requirements: Presentation Design Expertise: Proven ability to create compelling and visually appealing presentations using PowerPoint or similar software. Content Writing & Editing Skills: A strong command of written English with the ability to rewrite, summarize, and expand content for clarity and impact within the BRM awareness context. Storytelling & Information Architecture: Experience in structur...
...Creating a variety of visualizations including charts, graphs, and dashboards from our data sets. - Visualizing key data elements like sales data, customer demographics, website traffic, and financial performance. - Updating the visualizations on a weekly basis to maintain relevance and accuracy. Ideal candidates should have a strong background in data entry and analysis, as well as exceptional proficiency in Excel and data visualization tools. Skills: - Data entry and analysis - Proficiency in Excel - Experience with data visualization tools Additional Skills: - Good understanding of charts, graphs, and dashboards - Ability to work with a variety of data elements, including sales data, customer demog...
As a business, we're seeking a skilled Salesforce Developer who specializes in the customization of workflow processes. The potential candidate should have experience in: - Tailoring existing Salesforce modules - Creating new Salesforce modules - Integrating Salesforce with other systems We have a particular focus on sales processes. Therefore, it's vital the developer can innovate and automate our sales flow processes. This task includes, but is not limited to: - Lead generation and tracking - Sales pipeline management - Sales forecasting Expertise in these areas will significantly streamline our operations and enhance our sales processes. Looking forward to meeting highly experienced and profe...
The main objective of this project is to improve our website's search engine rankings on Google. The ideal freelancer should be able to: - Implement a strategy that combines use of specific keywords provided, alongside cond...is to improve our website's search engine rankings on Google. The ideal freelancer should be able to: - Implement a strategy that combines use of specific keywords provided, alongside conducting keyword research for a more comprehensive optimization. - Have a proven record in successful SEO strategy and keyword optimization. - Understand how to boost online visibility by effective keyword usage. - Provide periodic reports on the progress of the ranking improvement. Skills and experience with Google analytics, SEO, and...
I'm in search of a PHP Developer with a proven track record of developing comprehensive ERP Solutions for the construction industry. We will looking for a ready application something more or less similar to our requirement. A existing pre developed application. Wherein customization can be done. Key Modules Required: - Quotation - Purchase - Project Management - Materials Management - Stock/Inventory - Billing - Accounts - Reports - Project Management - Cost Estimation - Procurement Specific Features for Project Management: - Task Management: The system should allow for easy task assignment and monitoring. - Resource Allocation: It should have a robust system for allocating and tracking resources. Specific Requirements for Cost Estimation: - Integrated ...
I need to create an Excel dashboard to visualize our inventory data. It's not a complex task and should take around 20 to 30 minutes. What I need: - Display of inventory data on the dashboard using charts and tables - The table should contain: Ideal skills for this project: - Proficiency in Excel and creating visually appealing dashboards - Understanding of inventory data and its representation in tables
I have a CCTV camera setup. I need 3 daily check-ins and one end-of-day report. Responsibilities: * Check in 3 times/day and inform what's going on * At the end of the day analyze footage of full 24h, and write a timed activity report (>300 words) Notes: * Check-ins must span 12-hour day (e.g. 5am, 10am, 5pm, or any time in between) * Report must be for full 24h (can view CCTV footage on web interface) * Report must show activity by hour * Must be done 7 days a week I'm looking for 2 candidates, one in Eastern hemisphere, and one in Western hemisphere, to together cover 24h span. Daily time required: only 30min.
...report for me. The main focus should be on establishing key targets and making sound, applicable recommendations. Key Requirements: - Extensive experience in compiling business reports, particularly business plan reports. - Insight into effective tactics for target identification and building actionable recommendations. - Proficient research skills in the business field, able to access a good range of business resources. - Solid understanding of business planning, market strategy, financial analysis, and competitive analysis. Ideal Skills: - Excellent writing and editing skills, as well as strong communication abilities. - An analytical mindset with an attention to detail. - Familiarity with the latest business trends and...
