Hello,
I’m excited to assist you in developing an enhanced Excel dashboard for tracking leads and sales, complete with advanced data visualization and QuickBooks Online integration. With my experience in creating user-friendly dashboards and integrating financial tools, I can ensure your tracking system is both visually appealing and highly functional.
Here’s my approach:
1. Upgrade the existing Excel sheet with advanced data visualization, including color-coded graphs and charts, for tracking leads and sales against daily, monthly, quarterly, and yearly goals.
2. Integrate QuickBooks Online for seamless financial data management, ensuring real-time revenue tracking alongside your lead and sales data.
3. Optimize the dashboard for ease of use, allowing for quick insights into performance and goal tracking.
I am a TOP Rated Freelancer, and you can check my past work and reviews here as well: https://www.freelancer.com/u/kamran2012
Questions:
1. Could you share the current Excel document, or would you prefer we start from scratch with the data structure?
2. Are there specific KPIs or financial metrics from QuickBooks Online that you’d like to highlight on the dashboard?
3. What is your preferred timeline for completing this project?
Let’s discuss your project in more detail and create a powerful, easy-to-use Excel dashboard to track your leads and revenue effectively.
Thanks and Best regards,
Kamran