A dashboard in excel to track KPI's
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£50(approx. $63)
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- #2470639
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Microsoft Certified Power BI Data Analyst & Advance Excel Specialist¦Professional Power BI consultant ¦ (ACCA)- Chartered Certified Accountant ¦ Accounting- Reconciliations ¦DAX ¦Data Models ¦
Doha
Wordpress Developer *Full Stack Web Developer * Shopify Developer*PHP* REACT JS
Islamabad
1394015208270365275140641617115861838570205323524192372488810266236028543172860647
Description
Experience Level: Entry
Estimated project duration: less than 1 week
I am looking for someone who can help with creating a dashboard to track some KPI's for sales for a SaaS software vendor. The metrics I require are as below:
1) Sales against target with rolling target - i.e. if missed this month then the balance carries forward to the next month
2) Demo's scheduled VS demo's completed
3) Deals closed Number & value
4) Meetings booked VS target
5) Performance against quarterly & Annual target
6) New leads VS target
7) Opportunities created (new business & existing clients)
8) Sales Funnel by opportunity stage
9) Weighted pipeline based on percentage
10) Sales by closed date
The data will be a manual entry to begin with and maybe at some point in the future I may bring in data.
1) Sales against target with rolling target - i.e. if missed this month then the balance carries forward to the next month
2) Demo's scheduled VS demo's completed
3) Deals closed Number & value
4) Meetings booked VS target
5) Performance against quarterly & Annual target
6) New leads VS target
7) Opportunities created (new business & existing clients)
8) Sales Funnel by opportunity stage
9) Weighted pipeline based on percentage
10) Sales by closed date
The data will be a manual entry to begin with and maybe at some point in the future I may bring in data.
Shyam K.
100% (1)Projects Completed
1
Freelancers worked with
1
Projects awarded
33%
Last project
25 Jul 2019
United Kingdom
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