Reports in airtable to be embedded in our customer portal
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Post a project like this£363(approx. $454)
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- #4097003
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1331681050754269283331147433762681504159164769066618665955374695750061018971410224136
Description
Experience Level: Intermediate
multi channel marketing agency. We have a customer portal which we have developed using a series of off-the-shelf products including Google data studio. We are looking to increase the functionality on the V4 of this by changing some of the reports into airtable. Here is a summary of what we are looking to achieve on this V4 release;
- reducing the time taken to configure a new client either by creating templates or by having the reports automatically made or via an API
- notification if there is an error on the reports
- improving the formatting of the reports to enable a few additional functions in addition to being more user friendly-being able to track the conversion rate of the leads and the value of the sale
- on the future pipeline report, being able to present this in a much more user-friendly way to be able to reflect the different levels of Interest generated and the next step taken
- a tracker to display onboarding stages required and progress on those stages
- a more user friendly method of displaying the customer Discovery
- a key info summary which also allows them to update information and this is reflected in our backend systems
- reducing the time taken to configure a new client either by creating templates or by having the reports automatically made or via an API
- notification if there is an error on the reports
- improving the formatting of the reports to enable a few additional functions in addition to being more user friendly-being able to track the conversion rate of the leads and the value of the sale
- on the future pipeline report, being able to present this in a much more user-friendly way to be able to reflect the different levels of Interest generated and the next step taken
- a tracker to display onboarding stages required and progress on those stages
- a more user friendly method of displaying the customer Discovery
- a key info summary which also allows them to update information and this is reflected in our backend systems
parkrow.marketing
100% (40)Projects Completed
50
Freelancers worked with
33
Projects awarded
10%
Last project
3 Apr 2024
United Kingdom
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