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Fiverr Pro
English
$
USD
I will build custom CRM dashboards and sales analytics reports
AI Workflow Automation Expert
I'm a No-Code Automation Specialist (Zapier & Make Expert) focused on engineering streamlined workflows that save businesses time, eliminate manual errors, and deliver tangible ROI.
My mission: Stop ...
About this Gig
Need a clear view of your sales data without building reports manually?
I build custom CRM dashboards and analytics reports that turn your sales data into easy-to-read charts, KPIs and reports.
What I can build:
- Sales pipeline and deal tracking
- Revenue and performance metrics
- Win rate and conversion tracking
- Lead source analysis
- Team performance views
- Custom filters and date ranges
- Automated reporting from your CRM
CRMs and tools:
HubSpot, Monday, Salesforce, Pipedrive, Zoho, GHL, Kajabi, Airtable and Google Sheets.
Example:
HubSpot --> Pipeline data --> Custom charts --> KPI dashboard
Recent project:
Built a HubSpot dashboard showing pipeline value, deal stages, win rate and lead sources, replacing manual reporting.
How it works:
1. You share the metrics you need
2. I connect your data source
3. I build and test the dashboard
4. You receive the finished dashboard and video walkthrough
Support:
Basic: 7 days | Standard: 14 days | Premium: 30 days
Portfolio:
https://bit.ly/emRan
Have a specific CRM or reporting requirement? Message me before ordering.
Device:
Desktop
•
Laptop
•
Server
•
Mobile
•
Tablet
Operating system:
Windows
•
Linux
•
IOS
•
Android
•
OSX
My Portfolio
FAQ
Which CRMs do you work with?
I work with HubSpot, Monday, Salesforce, Pipedrive, Zoho, GHL, Kajabi and other CRM or data platforms.
Do I need technical skills to use the dashboard?
No. I build the dashboard to be easy to use and can provide a video walkthrough after delivery.
What kind of metrics can you show?
I can build views for pipeline value, deal stages, revenue, win rate, conversion rates, lead sources and team performance.
Will this work with my existing CRM data?
Yes. I can build the dashboard using your existing CRM data, provided the required data is accessible.
Can I filter by date, team member, or deal type?
Yes. Custom filters can be included depending on your CRM and dashboard setup.
How is this different from standard CRM reports?
I can combine data, create custom views and build dashboards around the specific metrics your team needs.
Do you offer updates if I need changes later?
Yes. You can request additional changes or updates after delivery as a separate service.
Do I need to give you access to my CRM?
Usually yes, if I need to connect and test the data. I only request the access required for the project.
What if my CRM is not listed?
Message me with the CRM or data source you use. I'll check whether it can be connected to the dashboard.
