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Analyzed medical tray loan distribution and utilization from warehouse to client locations, then built an interactive Power BI dashboard to uncover key insights and improve operational decisions for a client I worked with through Upwork
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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Which dashboard works better for an Occupational therapist?
2 voted
40%
3 voted
60%
5 votes
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Dashboard should be for how much data can be scanned in the shortest time possible.
Bright Colors are distraction here.
Thinking about moving from Excel or Google Sheets to a CRM? Don’t migrate the problems with the data.
Before choosing or configuring a CRM, I usually check five things:
• Does every active lead have a clear owner?
• Is there always a defined next action?
• Are follow-up dates consistently tracked?
• Are lead statuses clear and used consistently?
• Could another team member understand the spreadsheet without asking for help?
If several answers are “no”, the problem may not be the CRM yet — it may be the workflow behind it.
A CRM works much better when the sales process is clear before migration starts. I created a free CRM Readiness Self-Check for small teams that want to identify these gaps before investing more time or money in a CRM.
If you’re currently working from spreadsheets and considering a CRM, comment “CHECK” or send me a message and I’ll send it to you.
#CRM #CRMReadiness #SalesOperations #RevOps #WorkflowOptimization #GoogleSheets #Excel #BusinessProcess
AI-powered financial analytics platform built with FastAPI, Pandas, DuckDB, and Gemini API for data analysis, REST APIs, natural-language-to-SQL queries, and automated business insights.
