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Automated Business Overview Dashboard (Google Sheets)
Project Description:
I developed a fully automated and interactive executive dashboard using Google Sheets. This tool is designed to provide business leaders with a real-time, comprehensive overview of their critical performance metrics (KPIs) in a single, visually appealing interface.
Key Features:
Custom KPI Tracking: Real-time monitoring of essential metrics such as Total Revenue, Total Orders, Average Order Value (AOV), and Conversion Rates, complete with period-over-period growth indicators.
Dynamic Data Visualization: Integration of clean, easy-to-read charts, including monthly sales revenue bar graphs and product category revenue pie charts.
Automated Data Sync: Built to seamlessly pull and process live data, eliminating the need for manual updates and ensuring 100% accuracy.
Impact: This dashboard empowers decision-makers to quickly analyze business health, identify sales trends, and make data-driven decisions without getting lost in raw spreadsheet data.
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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?
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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
