Customer Service SOP & Complaints Process A clear and consistent process to ensure every client f...Customer Service SOP & Complaints Process A clear and consistent process to ensure every client f...
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After 2 years and 2,100+ hours together, this client left me a 5-star review on Upwork, calling me "a solutions provider who knows everything about Zoho."
Over those two years I worked across their whole Zoho setup: Projects, Flow, Forms, CRM, automations and Sites. And when something was new to me, I got on a call with Zoho support until we had the answer.
Developed an interactive Power BI dashboard to analyze sales performance, customer behavior, and business KPIs. The solution transforms raw data into actionable insights through dynamic visualizations and automated reporting.
Key Features:
Interactive KPI cards for Revenue, Inforce Policy Orders, and Growth
Sales analysis by State, Product Category, and Policy Segment
Dynamic slicers and drill-through functionality
Year-over-Year (YoY) performance tracking
Profitability and trend analysis using DAX measures
Data modeling with relationships and star schema design
Automated data refresh and optimized report performance
Tools & Technologies:
Power BI Desktop
Power Query
DAX
SQL / Excel Data Sources
Data Modeling & Visualization
Skills Tags🔥
Power BI • DAX • Power Query • Data Visualization • Business Intelligence • Dashboard Design • SQL • Data Analytics