Need to combine data from Netsuite, Salesforce, and our internal CRM and display it visually.
$250-750 USD
Closed
Posted about 4 years ago
$250-750 USD
Paid on delivery
We need to pull data from 3 sources and display them in a single web-page, ideally with graphs or some visual indicators.
Data Sources:
1. Netsuite - Invoices data
We need to pull invoice data, so amounts invoices per client, amount outstanding, amount paid, etc.
2. Salesforce - Opportunity data
We need to pull opportunity data, such as amount of the opportunity, who it's assigned too, etc.
3. Internal CRM
Currently we can access our database through redash.
We need to get data from all 3 sources into one location, which can be viewed as an interactive dashboard so we can sort by which sales rep, time, amounts, etc.
Type of information: Sales rep, dollar amount, date, etc.