Phoenix - Your AI AssistantExcel Dashboard Developer – Performance Tracker
- Posted:
- Proposals: 37
- Remote
- #4440179
- OPPORTUNITY
- Expired
Zurich 
Description
Experience Level: Expert
Project Overview:
I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group.
We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources:
1. Call logs (exported from our phone system)
2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.)
The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show:
• Individual Negotiator activity (calls, talk time, performance vs target)
• Office-level summaries for each of the 12 branches
• Department-level views (combined Sales and Lettings totals)
• A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs.
⸻
What I Need:
• Build an Excel-based dashboard with dynamic visuals and KPIs
• Automate data refresh (via Power Query or macros)
• Create clean dashboards for:
• Individual negotiators
• Each office (6 Sales, 6 Lettings)
• Department summaries (Sales & Lettings)
• Use a clean blue and white theme with easy navigation
• Include a short guide or Loom video showing how to update the data daily
⸻
Skills Required:
• Advanced Excel (Power Query, PivotTables, Dashboard Design)
• Strong visual layout and performance reporting experience
• Familiar with CRM or sales data structures (Reapit experience a plus)
• VBA experience (nice to have but not essential)
I’m looking for an experienced Excel specialist to build an automated performance dashboard for my estate agency group.
We have six Sales offices and six Lettings offices, and I want to track daily performance metrics from two data sources:
1. Call logs (exported from our phone system)
2. Reapit CRM reports (valuations, viewings, instructions, offers, sales agreed, exchanges, etc.)
The aim is to have one Excel workbook that I can easily update each day by pasting in new data or refreshing Power Query connections. The dashboard should automatically show:
• Individual Negotiator activity (calls, talk time, performance vs target)
• Office-level summaries for each of the 12 branches
• Department-level views (combined Sales and Lettings totals)
• A simple front page with clear charts, slicers (Office / Negotiator / Date), and key KPIs.
⸻
What I Need:
• Build an Excel-based dashboard with dynamic visuals and KPIs
• Automate data refresh (via Power Query or macros)
• Create clean dashboards for:
• Individual negotiators
• Each office (6 Sales, 6 Lettings)
• Department summaries (Sales & Lettings)
• Use a clean blue and white theme with easy navigation
• Include a short guide or Loom video showing how to update the data daily
⸻
Skills Required:
• Advanced Excel (Power Query, PivotTables, Dashboard Design)
• Strong visual layout and performance reporting experience
• Familiar with CRM or sales data structures (Reapit experience a plus)
• VBA experience (nice to have but not essential)
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Could you please confirm whether the Reapit CRM reports and call log data will always have a consistent format each day, or should the dashboard be flexible enough to handle occasional changes in column names or structure?
-
Do you prefer daily updates by pasting exports or automated Power Query connections to your phone system and Reapit exports?
-
Hi, Would you like to share a sample of your current call log and CRM export formats so I can confirm the best automation structure? Thanks!