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Sales Dashboard for 6–8 Sales Reps with Comm Forecast, Analytics

  • Posted:
  • Proposals: 48
  • Remote
  • #4484615
  • OPPORTUNITY
  • Open for Proposals
Sucha S.Yasir Ali M.Huzaifa A.Armaghan A.Dharma Raj K. + 43 others have already sent a proposal.
  • 8

Description

Experience Level: Entry
I am looking for a freelancer to build a visual and user-friendly sales dashboard for a team of 6 to 8 sales representatives.

The goal is to create an informative dashboard that allows each salesperson to access their own interface and analyze their performance in a clear and practical way.

The dashboard should include, at minimum, the following features:
• Individual view for each salesperson
• Filtering and analysis by month, year, and fiscal year
• Fiscal year comparison based on an accounting period from July to June
• Year-over-year comparison
• Top clients
• Top clients by client type
• Top-selling products
• Department-based organization and reporting
• Ability to select a client and view all related orders
• Estimated next commission calculation based on formulas already defined
• Clear visual presentation with charts and graphs
• Maximum readability and usefulness for business decision-making

Important notes:
• I already have the commission calculation rules and logic
• My current data and calculations are managed in Google Sheets, including scripts
• I need a freelancer who can either build directly from Google Sheets data or propose the best tech stack compatible with it
• The final solution must be reliable, easy to use, and easy to update

What I expect from your proposal:
• Your recommended technology stack for this project
• Whether you would build it directly from Google Sheets, Google Apps Script, Looker Studio, Power BI, or another solution
• The estimated delivery timeline
• The main project phases
• Examples of similar dashboards you have already built
• How you would structure user access if each salesperson needs their own view

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Clarification Board Ask a Question

  • Sudhanshu K.

    Hi, thanks for the detailed brief. To properly scope your sales dashboard, could you clarify whether you want the data pulled directly from Google Sheets in real time, or if you’d prefer a central database (e.g., SQL, BigQuery) for reporting, and whether each salesperson must only see their own data in the dashboard using role‑based access? This will help determine the best stack and security model.

  • Marimar H.

    Hi Yoanna,
    Will each salesperson need login-based access, or is filtered/shared viewing enough?Also, how often does your data update (real-time, daily, manual)?
    Thanks.

  • Eight Veer Ltd

    Hi Yoanna, do you need a reporting dashboard built on top of your current Google Sheets data, or does each salesperson need a genuinely restricted view where they can only access their own data and order detail? That distinction affects whether the right route is Sheets + Looker Studio, a Power BI model, or a more controlled interface.