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Charlotte wil
@charlottewil12
CRM Dashboard Expert Canva Designer and Document Formatting Specialist
United States
English, German, Spanish, French, Italian
About me
Hi, I'm Charlotte Wilson, a CRM Dashboard Expert and Canva Design Specialist dedicated to helping businesses stay organized and present professionally.
I specialize in automating CRM dashboards, client and business trackers in Google Sheets and Excel, as well as designing, formatting, and editing documents, reports, proposals, and workbooks.
I also create Canva ebooks, journals, planners, worksheets, checklists, and professionally formatted paperback and ebook files. My goal is to deliver efficient, polished, and user-friendly solutions that save time and support business growth.
Skills
Charlotte wil
Offline •
See my services
Data Formatting
I will automate CRM dashboard client and business tracker in google or excel sheet
Book Layout Design & Typesetting
I will professional book formatting for paperback and ebook, editable canvapdf
Portfolio
Work experience
Microsoft
Full-time • 7 yrs 9 mos
CRM Dashboard Specialist
Feb 2022 - Jan 2026 • 3 yrs 11 mos
Designed and optimized CRM dashboards, sales trackers, KPI reports, and automated business reporting systems using Microsoft Excel. Created advanced spreadsheets with formulas, pivot tables, charts, and automation that improved data accuracy and reporting efficiency. Worked with business teams to streamline workflows and provide clear, actionable insights for decision-making.
CRM Dashboard Specialist
Jan 2022 - Nov 2025 • 3 yrs 10 mos
Designed and optimized CRM dashboards, sales trackers, KPI reports, and automated business reporting systems using Microsoft Excel. Created advanced spreadsheets with formulas, pivot tables, charts, and automation that improved data accuracy and reporting efficiency. Worked with business teams to streamline workflows and provide clear, actionable insights for decision making.
