Klipfolio Visualization of SuiteCRM data for CEOs and Branch Manager Dashboards

$30-250 CAD

Zaprt

Objavljeno

pred približno 5 leti

$30-250 CAD

Plačilo ob dostavi

You have experience creating CEO-ready visually appealling dashboards in Klipfolio. Our CRM is SuiteCRM and you have knowledge of the SuiteCRM API and cloud storage of tables (see below). We have a number of reports in SuiteCRM that require visualization for our retail operations including (but not limited to): - dollar value of quotes today - number of quotes today - number of leads today - number of converted leads today - win:lost ratio of converted leads vs total lead ... replace the word today with 'this week', 'this month' and so on. Possible Cloud Storage of Tables Note Klipfolio doesn't store data longer than a month and we would be interested in comparing month-over-month and eventually year-over-year. This would require storing data on a service to access by Klipfolio as opposed to SuiteCRM directly. We'll start with a number of Dashboards all related to SuiteCRM. A CEO view and a branch manager view and a marketing view that tracks leads through their sales funnel/journey. Mention the phrase 'spring equinox' in your reply. If you have experience with CRM dashboards this is all common and you've done this before and this will be a quick job except perhaps the ability to use Klipfolio to compare month over month. If you've never done a CRM dashboard especially for CEOs then this isn't the job for you.

ID projekta: 19017206

Več o projektu

6 ponudb

Projekt na daljavo

Aktivno pred 5 leti

Želite zaslužiti?

E-naslov

Prednosti oddajanja ponudb na Freelancerju

Nastavite svoj proračun in časovni okvir

Prejmite plačilo za svoje delo

Povzetek predloga

Registracija in oddajanje ponudb sta brezplačna

6 freelancerjev je oddalo ponudbo s povprečno vrednostjo $589 CAD za to delo

@KGeorgy

Hello, I am pleasure with your job for Klipfolio Visualization of SuiteCRM data for CEOs and Branch Manager Dashboards. Thank you for the job posting. It’s a pleasure to meet you. I’d really like to work with you on this one if possible! I do have a couple of questions, but first I’d like to make you an offer and some background so you can check my work out. I have been developing kind of project within 10+ years so I’m fluent experience to handle project. You’ll get all the expected stuff like a great professional service and a fast turnaround, at a bit less, and I get a bit more exposure. If the above offer sounds like something you would be interested in, I’d love to hear from you. Best regards, Georgy

$155 CAD v 3 dneh

5,0

(41 ocen)

6,0

@ashiquehaque

Hi, I've been working with Klipfolio for more than 2 years and hold a certificate for the same. I've successfully delivered more than 35 projects in klipfolio. I'm well aware with data connectors available in klipfolio and all the functions in klipfolio. I've created CRM dashboards before and well aware with the KPIs. I understand that this project would require an in-house data ware house to be built and I'm fully capable of building one and using the same data in klipfolio for analysis. Please consider for this job. Thank you! Ashique Haque

$127 CAD v 3 dneh