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I will automate google sheets CRM budget dashboard using app script and custom formulas
Google Digital Marketing Ecommerce Professional Certificate
We are a creative agency specializing in automate google sheets CRM budget dashboard using app script and custom, create a brand guidelines brand book style guide for coaches consultants, design profe...
About this Gig
Need a smarter Google Sheets system for your CRM, budget, reporting, or daily business workflow? I will build and automate a custom Google Sheets CRM, budget dashboard, or business dashboard using Google Apps Script, advanced formulas, and structured spreadsheet logic.
I can create a practical system for lead tracking, client management, sales pipelines, income and expense tracking, budget monitoring, KPI reporting, task management, automated calculations, and business performance reporting.
What you will get
- Custom CRM with contacts, leads, clients, deals, and follow-ups
- Budget, income, expense, profit, and cash-flow tracking
- Interactive dashboards with KPIs, charts, summaries, and filters
- Advanced Google Sheets formulas and automated calculations
- Apps Script automation for repetitive spreadsheet workflows
- Dropdowns, data validation, conditional formatting, and clean layouts
- Automated reports, alerts, status updates, and workflow actions
- Google Forms or other Google Workspace connections where required
- Data cleanup, organization, and spreadsheet optimization
Send your requirements, existing spreadsheet, sample, or workflow details, and I will turn them into a Google sheet
Technology:
Excel
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Google Sheets
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Java
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Python
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VBA
•
Zapier
My Portfolio
FAQ
Can you build a CRM entirely in Google Sheets?
Yes. I can create contact, lead, client, deal, follow-up, sales pipeline, and reporting systems directly in Google Sheets.
Can you automate my Google Sheets?
Yes. I can use Google Apps Script to automate repetitive workflows, calculations, updates, reports, alerts, and other spreadsheet processes.
Can you create a budget dashboard?
Yes. I can build dashboards for income, expenses, budgets, profit, cash flow, spending categories, and financial KPIs.
Can you work with my existing spreadsheet?
Yes. I can improve, reorganize, automate, format, or extend an existing Google Sheets file.
Can you create custom formulas?
Yes. I can build formulas for calculations, lookups, conditional logic, summaries, reporting, and automated spreadsheet processes.
Can you connect Google Forms with Google Sheets?
Yes. I can structure Google Forms and Sheets workflows where the required setup is supported.
Will I be able to edit the spreadsheet myself?
Yes. The completed Google Sheets system remains editable so you can update your data and continue using it.
