KPI Dashboard

Published: Feb 04 2022
Valid until:
Mar 06 2022
Type:
hourly rate
Budget
$1,000

Project description

The goal of the project is to build KPI based dashboard with sales KPI based on sales data from Pipedrive CRM

To reiterate we should be able to look at this by time period and pull the data. Would you be able to plug in profit ratios as well​,​ if not​,​ no big deal. Would be nice to know in each category below if we have a high or low profit ratio

1. Performance of the company as a hole

Roofing

Siding

Windows

Insulation

(close ratio​,​ sit ratio​,​ job total amount (volume numbers) non qualified)

2. Performance of lead sources

93x

angi

yelp

number of leads​,​ close ratio​,​ non qualified​,​ sit ratio​,​ job size and within each lead source it should be broken down by roofing​,​ siding​,​ windows​,​ insulation

3. Performance by each salesperson

roofing

siding

windows

insulation

Project scope

Define KPI
Verify data structure
Build the integration / dashboard

Required software

  • Other
  • Pipedrive

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