I'd like to create a dashboard at a Team level, then also rep level too from various KPIs to be defined. The data at the moment is one (perhaps 2) table linked to a local free sql . We can control/update the table/view so calculations can be done at source if required by etl process or in excel
The tables contain all the information we should need for dimensions such as date times, and department, and team, so we can track daily/weekly performance and attendance for example
KPIs that might be calls taken, break times, sick days call times, with monthly/weekly/daily trends or others, and the top 5 staff who got the highest conversion..., and the highest score on their feedback. And by month, which are the top 5 performers for example
You should have some suggestions into the correct charts to use for KPIs to measure staff performance.
I will need charts to show some KPIs with a representatives for example total time spent on the phone, and team average and department average on the same chart (this is the bit I would be quite slow at, the presentation bit, though the data I am quite good with). So you can click on a rep and it shows you how their scores compare their team, and their team to the department
This is the sort of information that could be displayed (as attached with the gauge for example) but I would want it looking more detailed than that/more professional looking
And this is the sort of interactivity it must have. Totally controlled by slicers/pivot tables, I like this and it should be a fast build to someone good with charts!
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I like the idea of having a people graph for team filters and your suggestions too
It should be quite straightforward and the dashboard/charts should export to power point for one to one feedback to the reps on how they are doing. If we need a macro for this thats ok, but otherwise I would like to keep macros and vba to none at this time otherwise perhaps add them later
This is a proof of concept for now for my benefit to see possibilites and I will like some examples of similar type of dashboard you have made.
If this one is deliver well I might need another one soon, I dont know. Initial cost for me to get to know freelancer and capabilites, I look forward to seeing your examples. I hope there will be follow up work off good delivery when we need to enhance it or build another similar at hourly rate
Good communication is key. I would like turn around quite fast on awarding of the project and sharing of the data. I have some hours over the next 4 days to collaborate with you and would like something by end of weekend hopefully complete with just tweaks required. The detail like formatting and things is something I am not very fast with. But I want it to be no maintenance, just refresh data that is all. very important is comparison to the other teams and reps
I am looking to spend £30 which I think 3 hours of work should be quite good, as the data if in good shape generally. I look forward to your examples
Dear Employer,
I have gone through your project description.
I am a Business Analyst. I have experience working in different BI tools and technologies like Excel, PowerBI, Pentaho, Spotfire, Qlikview and Tableau. Also have experience in ETL tools like SSIS.
I am pretty much interested work on the tasks related to it.
Please let me know if interested. We can start work on it
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14 freelancers are bidding on average £124 GBP for this job
Dear client
I am very interested in creating the dashboard for you in excel. I can share previous sample which i made for my clients in the past.
Kindly contact me for further details.
Roy
With respect to this project I would like to present myself as a candidate for your consideration. I have more than 3 years of experience. I have successfully completed few projects for US clients which involved web scraping, web research,internet research and data entry. Key features of my work are as follows: 1) Always within schedule 2) Always within scope 3) High quality data 4) Best tools and techniques used for the completion of tasks Looking forward to hear from you. Regards
Hi,
I can build the dynamic dashboard that you described in your post.
You can find in my portfolio a sample of a dynamic dashboard that I made in excel.
Best regards,
Florin Enache
Hello sir,
I have 4+ years of experience . I got your points. I can work for you. So please share more details about your requirements.
So please contact me.
Tell me your quote what should you prefer.