Crm dashboard excel jobs

I am in search of a skilled developer to create a web dashboard using Python with Django framework. The purpose of the dashboard is to monitor a specific service. Admin can create new services or update / delete Ability to add commands to start a service if it crashes by using the commands and notify on successful execution. As well as provide web dashboard for visibility . If this service crashes, the dashboard should send notifications via email and then restart the service. Key Requirements: - Develop a Python-based web dashboard using the Django framework. - Implement a monitor for a specific service. - Configure email notifications to be sent out to a designated email address upon service crash. - Enable the dashboard to automatically re...

I urgently need an Excel whiz capable of converting Word documents, PDF files, and other document files into Excel, as soon as possible. There are no specific formatting requisites for the Excel files post-conversion. Ideal Skills: - Proficiency in Word, PDF, and other file formats - Excellent Excel skills, with ability to handle any type of conversion - High attention to detail - Strong commitment to speed and accuracy - Readily available for immediate start Experience in similar rapid file conversion projects will be highly advantageous. Plese ensure you can fulfil the requirement for immediate turnaround before placing your bid.

I'm in need of a Power Automate expert who can create a workflow system for me. This project involves getting tasks from rows in Excel and mapping them to individual tasks on a Planner board. Ideally, each row in Excel would correspond to a separate task on the Planner board. Skills & Experience: - Mastery in Power Automate - Solid experience with workflow creation - Strong knowledge in data management - Familiarity with Excel and Planner integration - Ability to deliver tasks promptly and accurately Your job is to ensure a seamless process of data management, with all tasks neatly organized and displayed on the Planner board. With your help, task automation will come to life, enhancing my productivity level.

I need a professional to convert the information in the attached document into an organized, well-formatted Excel sheet. The project will require you to: - Copy all the text content of the document into corresponding cells in the Excel sheet. - Transcribe all tables and charts in the document accurately into the Excel. - Maintain the original formatting of the data in the document. The Excel document should: - Include all columns and rows from the original document. - Not require any additional formulas or functions.

I'm in need of a professional who can create a CRM system that's specifically aimed at automating our sales process. Furthermore, this system should be integrated with various marketing management features as detailed below. To ensure seamless operations, the CRM system should be able to integrate with a third-party app via API. Key responsibilities include: - Building a CRM system that focuses primarily on sales process automation - Ensuring the CRM system is well integrated with Email marketing, Social media campaign management, and SMS marketing - Seamless integration with a third-party app through an API Ideal skills and experience: - Proficient in CRM development, with a particular focus on automation - Strong background in Email market...

I am starting a business offering Excel and typing services and require a freelancer's expertise to assist with setting up my business structure and developing a strategy to acquire clients. The ideal candidate should have: - Experience in business consultancy, particularly in setting up new businesses. - Knowledge of legal and financial business structure requirements. - Proven strategies for client acquisition and marketing, especially for freelance or B2B services. - Ability to provide personalized advice for a startup in the data processing domain. The project will involve: - Assessing the best business structure for my services (Sole Proprietorship, LLC, etc.). - Guiding through the necessary legal and financial setup procedures. - Developing a clear and actionable clie...

I need an innovative and modern one-page A4 brochure designed for our new part "Smart Signal Adaptor". The brochure should capture the attention of retailers and distributors of the RV caravan industry. It needs to have a tough rugged look to suit the caravan industry The con...they have a 3D effect and pop out of the brochure - Blend the caravan photo into the brochure Description of part: - Modified 12 pin to 12 adaptor - Suited to newer vehicles such as Ford Ranger, Dodge Ram, Silverado, FTruck etc - No trailer brakes connection on their dash if the have factory fitted Towpack. - Brake system sends through 500 milliamps to the trailer plug - Resistance signal on dashboard Once job is completed i will need this sent to me in: - high res - low res - print ready w...

As part of an ongoing cold email outreach projet, I am looking to effectively move information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead sta...information (the status of leads) from one management tool to another. Here's what the job involves: - Gather information about leads in differents campaigns from Instantly - Moving the gathered data to Overloop (where "old leads" also have status) - Move every lead statut to Airtable There is around 3K leads. Ideal freelancers will possess a solid understanding of cold outreach, sales funnel and ...

I am an emerging freelancer specialized in Excel, offering services in data analysis and routine work automation. With academic experience in handling complex Excel functions, I am poised to help clients streamline their operations and uncover valuable insights from their data. Key services include: - Crafting custom Excel spreadsheets for data analysis - Automating repetitive Excel tasks to save time and reduce errors - Analyzing datasets to provide actionable business insights - Creating visually appealing reports and dashboards for easy data interpretation Ideal Project Collaboration: - Clients seeking to improve data management and efficiency through Excel - Projects requiring the transformation of raw data into meaningful analysis - Opportunities t...

I'm in need of a skilled developer who can integrate Stripe payment into our current CRM system, which has an open API. The main function of the integration will be to track payments. Key Responsibilities: - Integrate Stripe payment system into our CRM - Ensure seamless payment tracking functionality - Testing the integration to ensure it's functioning correctly - Provide documentation on how to use the integration Ideal Skills and Experience: - Proficient in using Stripe APIs - Experienced in integrating payment systems into existing systems - Familiar with CRM systems and how they interact with external APIs - Strong problem-solving skills and attention to detail If you possess these skills and have prior experience in similar projects, I'd love to ...

Create a PDF and Excel exporter download for both tabs Specifications and Questions (8hours) (160 USD) Layout for the mains page (4 hours) (80 USD) Documentations (1 hour) (20 USD) Plugins (16 USD Excel) you will buy directly from Bubble in your account Plugin (100 USD PDF) there is al alternative plugin (20 USD)you will buy directly from Bubble in your account

I have an edited Excel spreadsheet that needs some final touches. I have a macro that needs to be created to hide and unhide rows in the sheet. Key tasks include: - Creating a macro that enables the user to hide and unhide specific rows using a button Ideal Skills: - Expertise in Excel macro creation - Proficient in data manipulation and Excel functions - Experience in creating user-friendly interfaces - Attention to detail to ensure the macro functions correctly and efficiently This project is straightforward and should be quick for an experienced Excel user.

I am looking to automate certain repetitive tasks that are currently performed in Excel using Power Automate. - Main Objective: The chief goal of this project is to automate data comparison tasks. This will greatly improve productivity and minimize errors that may come with manual comparison. - Ideal Experience: The ideal freelancer for this task should have extensive experience in Excel and Power Automate and should have successfully completed similar jobs in the past. A strong understanding of data comparison techniques and working with excel spreadsheets will be highly beneficial. - Skill Set: Key skills required include Excel, Power Automate, and a good understanding of data processing and workflow automation.

I am starting a business offering Excel and typing services and require a freelancer's expertise to assist with setting up my business structure and developing a strategy to acquire clients. The ideal candidate should have: - Experience in business consultancy, particularly in setting up new businesses. - Knowledge of legal and financial business structure requirements. - Proven strategies for client acquisition and marketing, especially for freelance or B2B services. - Ability to provide personalized advice for a startup in the data processing domain. The project will involve: - Assessing the best business structure for my services (Sole Proprietorship, LLC, etc.). - Guiding through the necessary legal and financial setup procedures. - Developing a clear and actionable clie...

I am in need of an Excel expert who can create a dynamic and well-structured line graph based on data from a questionnaire that automated itself using text and numeric data. This project requires knowledge and practical experience with: - Excel data manipulation - Advanced graphing techniques - High attention to detail. The project specifically involves working with three or more different data sets and multiple excel books. The right candidate should have a track record of creating visually stunning and effective Excel graphs that allow for easy interpretation and extraction of meaningful insights from text data. The line graph should allow for a comprehensive overview of all data sets at once. It should make it easy to identify trends and changes over time...

...simple bookkeeping features. We need a comprehensive solution that streamlines the entire process, ensures transparency, and automates accounting and reporting tasks. 2. Solution: Commodity Transportation and Funding App Key Features: User Registration and Application: Commodity growers, shipping companies, and airline carriers register through a user-friendly web interface. User details, including CRM data, are captured during registration. Freight Tracking and Reimbursement: Record transportation details (departure, arrival, quantity of commodities) for each shipment. Calculate reimbursement amounts based on sales and freight costs. Automated reconciliation ensures accurate financial records. Automated Reporting System: Generate real-time reports on: Freight expenses Commodity...

I'm looking for a professional to create a monthly income statement in Excel spreadsheet format. Key Requirements: - The task is to generate an income statement. - The data must be accurate and well-organized. - I would like to have the report in Excel spreadsheet. - The report should be delivered on a monthly basis. Ideal Skills: - Proficiency in financial reporting and analysis. - Advanced Excel skills. - Attention to detail. - Experience in creating income statements. - Timely delivery.

business profit loss reporting excel(Jan, Feb & March)

-The Excel workbook should comprise multiple worksheets showing the models, the regression analysis summary, the comparison of model performance, the decision tree, and the calculations you used to answer the task questions that require you to complete in Excel USING SOLVER. -report should be mainly for the economic order quantity (EOQ) analysis and the answers to the qualitative questions. No introduction -1900 word report -There should be at least FOUR worksheets in the Excel workbook. Two of them should show the following two demand forecasting methods that you are required to use to forecast the demand of 5 kg ice bags at Caltex, a petrol station in Melbourne. 1. Moving average 2. Static method. for the other two: summary of the regression analysis for the static...

...causing any conflicts. - Need to add additional search filter "Industry" before other search criteria and for this to match jobs or candidates in that particular industry. There are a total of 9 industries on this job board. - Need additional search fields for both Company / Employer, Candidate, Job Search and Filter, Post Job. - I would like to know if it's possible to upload job titles from excel into the job fields for search criteria. - I would also like a place for employers to add job title if it's not in the list. Most is setup in templates, just needing a few additions and changes. Would like additional blank fields that I can fill in later as additional requests are made. - Possibly style search and output pages. I'm open to input from previo...

As a small commercial general contractor, I'm seeking professional assistance to improve my Excel workbook used for estimates and bids. The ideal candidate for this task should have: - Top-notch Excel skills, specifically understanding VLOOKUP functions and formulas for summing totals. - Experience in creating automatic calculations to streamline my estimation process. - A knack for designing and customizing Excel templates. - A solid understanding of construction or a similar industry would be a huge plus. Specific tasks include: - Building automated calculations for summing totals and utilizing VLOOKUP functions. - Customizing Excel templates, specifically for the cover sheet, project details sheet, and bid summary sheet. Approach this task with a ...

I am actively seeking 50 dedicated women to assist with part-time digital marketing on Facebook and Instagram. Ideal candidates are those with: -No skills required - 10th pass can also apply - work from home opportunity - Training and guidance will be provided This is an exclusive opportunity for women only. If you're looking to excel in a digital marketing role, please place your bid.

I am making a GANTT chart and need to make it highlighted. the chart is created using highlight formula instead of using basic insert chart option. I need help to do a part of it. Video explanation of the problem: Excel file I am working on is attached: The ideal chart should look like the attached image: Looking for the cheapest service as this is almost done.

I am seeking a skilled web developer to create a dedicated real estate website focused exclusively on houses and rooms for rent. The website should be responsive and user-friendly Key Features: User Account Creation: Users should be able to creat...Upon clicking the "React" button, the user's interest should be sent directly to our email, including details about the specific listing and the user. Search Functionality: An intuitive and easy-to-use search option for users to find properties based on various criteria (location, price range, property type, etc.). Filters and sorting options to enhance the search experience. Admin Dashboard: A backend dashboard for managing listings, user accounts, and tracking user interactions. Ability to add, edit, and delet...

I'm in need of a skilled developer to create a custom video AI app. The app is intended for sending personalized video messages to customers. As emails are sent, the app should automatically regenera...personalized video messages to customers. As emails are sent, the app should automatically regenerate customers names. The ideal candidate should have experience in: - Developing AI applications - Implementing video messaging features - Creating web-based applications Key Features: - AI Integration: The app should be able to regenerate customer names as emails are sent. - CRM Integration: The app should seamlessly integrate with CRM CINC and MOJO sales. - Web-Based: The app should be designed for use on the web. I am to ideas and I am aware that some companies already o...

I'm in need of a developer in United States who has experience working with the 'Get Bonzo' CRM and can assist with integrating it with other systems. The main task involves connecting an application form with the CRM, which should capture and send user information accurately. Key responsibilities: - Integrating the apply form with the 'Get Bonzo' CRM. - Ensuring the form correctly captures and sends user information (Name, Email, Phone number). Ideal skills and experience: - Proven experience working with 'Get Bonzo' CRM. - Strong background in system integrations. - Attention to detail to ensure accurate information capture. - Excellent communication skills to understand and meet the needs of our project.

I'm looking for an experienced professional who can create a custom Microsoft Excel spreadsheet for me. This spreadsheet will be designed to generate GUIDs (Globally Unique Identifiers) in a random fashion. The GUIDs will be used for database record identification. Key Requirements: - Development of a custom Microsoft Excel spreadsheet. - Implementation of a random GUID generation mechanism. - Ensuring the functionality for database record identification. Ideal Skills & Experience: - Proficiency in Microsoft Excel, particularly in custom formula creation. - Strong understanding of GUIDs and their usage in database systems. - Previous experience in developing similar solutions. I'm looking for someone who can deliver a well-functioning and efficient sol...

...authenticity of the references provided by the employee. User Interface: - The UI of this system should be interactive and engaging. This will ensure that the system is not only functional but also user-friendly. Reporting System: - The system should generate reports in two ways: - **Downloadable PDF Reports**: The system should be able to generate downloadable PDF reports. - **Dashboard View**: There should be a dashboard within the system where the verification results can be viewed. Ideal Skills: - Experience in developing similar employee pre-verification systems. - Proficiency in creating interactive and engaging user interfaces. - Strong background in generating reports within systems, specifically PDF reports. - Familiarity with referral check systems would ...

I'm seeking an experienced Excel professional to assist with a small data entry project. Key Responsibilities: - Data entry with formulas: You should be proficient in Excel and comfortable working with spreadsheets that require formulas. - Handling digital data: You will be provided with data in a digital format, likely an Excel or CSV file. Ideal Skills: - Advanced Excel skills: You should be well-versed in Excel, particularly in data entry and formulas. - Attention to detail: Precise data entry is crucial for this project. - Efficient and organized: I'm looking for a freelancer who can manage their time and workload effectively. Please note that this is a straightforward project with no requirement for data analysis or visualization. A h...

Hi, apologies again for the delay. Here is a renewed project. Let me know if you have any questions.

I am seeking an experienced Excel expert to help resolve an issue with a percentage calculation in my Excel spreadsheet. Despite following standard procedures, the result is incorrect, and I need assistance to identify and correct the problem. Details: I am working with the following data in my spreadsheet: Total Costs for the Job (Cell V14): $241,779.50 Total Collected (Cell V17): $289,844.00 Profit (Cell V15): Calculated as =V17 - V14, resulting in $48,064.50 I need to calculate the profit as a percentage of the total costs, and this should be displayed in cell V16. The formula I am using is: = ( ? 15 / ? 14 ) ∗ 100 =(V15/V14)∗100 Given the values: = ( 48 , 064.50 / 241 , 779.50 ) ∗ 100 = 19.88 % =(48,064.50/241,779.50)∗100=19.88% However, i...

I need a CRM solution designed around the latest version of Odoo, Odoo 13 or Zoho. I'm looking for developers with specific skills and experience customizing Odoo CRM or Zoho Creator (CRM). Key features I need to integrate: - Contact management - Management of the Contracted Services pipeline - Customer support tickets - Agenda management with confirmations via automation via email and Whatsapp - Patient Medical Records - Integration and Management of WhatsApp messages - Built-in video calling appointments Additionally, the project requires specific design and branding elements that will be explained in more detail during the selection process. An eye for detail and a creative mindset are required to meet the specifics of the project. Thanks.

We are seeking a skilled freelance writer to create comprehensive documentation and set up demo data for our company's Customer Relationship Management (CRM) processes. The primary responsibility will be to research and document our existing CRM workflows, procedures, and best practices, as well as create sample data for demonstration purposes. Responsibilities: Collaborate with our CRM team to understand our current processes and requirements. Conduct thorough research and gather necessary information. Write detailed, step-by-step instructions and guidelines for various CRM processes. Ensure documentation is easy to understand and follow for both new and experienced users. Organize and structure the content logically for efficient reference. Maintain con...

I need to make updates to userform so that empty dates do not affect filter on table. Right now leaving date field empty hides all the rows of table. Few more updates needed and more details will be shared with selected freelancer.

I'm in need of a skilled developer who can create a chatbot SaaS platform. ...easily adaptable and integrable for both educational institutions and businesses. - AI-powered Chatbot: The chatbot should be equipped with AI capabilities to facilitate efficient and effective customer service. - Integration Capabilities: The chatbot should seamlessly integrate with CRM software for customer management and live chat support. Ideal Skills: - Proficiency in chatbot development, particularly SaaS platforms. - Expertise in AI and machine learning to deliver an AI-powered chatbot. - Experience with CRM software and live chat support integration. Your input will be crucial in creating an impactful solution for enhancing customer support. Please include your relevant experience and...

I'm looking for a data scraping specialist proficient in leveraging social media platforms, business directories and website scraping. The goal is to create an Excel sheet with approximately 500 entries for market research purposes. Skills & Requirements: - Proficient in data scraping from multiple sources - Capable of filtering and sorting data - Able to extract and compile the following data fields: zip codes, locations, contact information, business name and industry. The successful candidate should demonstrate experience in similar projects, showcasing their ability to find and compile information efficiently and accurately for market research purposes.

Company Overview: We specialize in providing innovative automation solutions for small businesses, including CRM, marketing automation, graphic design, and print solutions. Our goal is to streamline operations and drive growth with smart, reliable, and professional tools. Design Guidelines: Concept and Style: Modern and Professional: The logo should reflect a contemporary and professional look. Innovative and Smart: Emphasize the innovative and intelligent nature of our automation solutions. Fluidity and Flow: Incorporate elements that suggest smooth operations and efficiency. Color Palette: Primary colors: Consider using blues, greens, or grays to convey trust, innovation, and reliability. Accent colors: Orange or silver can be used as accent colors to add vibrancy and modernity...

Hi Faisal F., I noticed your profile and would like to offer you my project. We can discuss any details over chat.

I'm in need of a skilled LAMP programmer who can complete various form activation tasks and make minor improvements to our UI. This project has a strict deadline, and must be completed within a single day. Your main responsibilities will be focused on form activation, including validation, submission, and integration. Dashboard view and Notification and reports. We need these actions to be seamless, reliable, and in accordance with industry standards. For the UI design, we're looking for someone with an eye for detail to refine the layout and color scheme. The improvements should be subtle yet effective, enhancing the overall user experience. Successful candidates should: - Have extensive experience working with LAMP stack, particularly in form development. - Be able...

This is my website link I have used "Classima – Classified Ads WordPress Theme" theme. I want to upload date from xls sheet. Excel attached for your reference. Raduus Theme is not providing support and they only provides category and location import options. Can you help me to import data

...robust outgoing predictive dialer system for our call center operations. The ideal candidate will have a strong background in telephony systems, database management, and CRM integration. The dialer should support dynamic caller ID, IP whitelisting, multiple campaigns, and a minimum of 10 representatives. **Responsibilities:** - Develop an outgoing predictive dialer system that integrates with our existing telephony infrastructure. - Implement dynamic caller ID functionality. - Ensure the system supports IP whitelisting for added security. - Configure the dialer to handle multiple campaigns simultaneously. - Integrate a basic CRM to manage and search client information efficiently. - Ensure the system can support a minimum of 10 representatives. - Provide the capability to...

I have an protected password .mpz format that I need to have the program can unlocked and converted into a readable format, preferably Excel or CSV. - The file contains both textual and numerical data, so I need the converted file to maintain this integrity. - I intend to use the data primarily for reporting purposes, so it is essential that the conversion is accurate and all data is preserved. I'm seeking a skilled professional with experience in file format conversion and data handling. The ideal freelancer should be proficient in Excel and adept at handling mixed data formats. This project is crucial and I'm looking for someone who can deliver a high-quality and precise conversion.

Thank you!

I have a ...plan drafted on which I want to have converted into Excel. The Excel file should mirror the plan in all aspects, including costs, expenses, revenue, and financial projections. Key Requirements: - The Excel file should be a faithful recreation of the original financial plan, ensuring that all details are accurately transferred. - It should include all costs, expenses, revenue figures, and financial projections. - You will need to have experience in financial planning, specifically in converting plans from to Excel. To be clear: I do not need business plan development, I need mostly technical work of converting one form of financial plan to the other (Excel file). Specifics: - I do not need any charts in the Excel file, but the use o...

I'm in need of a skilled WordPress plugin developer who can create a Wo...in need of a skilled WordPress plugin developer who can create a WordPress plugin for me. The plugin will be used to integrate Gravity Forms with our custom SaaS CRM. Key Requirements: - Integration of Gravity Forms with a custom SaaS CRM: The plugin should seamlessly connect the data collected from Gravity Forms to our custom CRM system - Urgent Timeline: I need this project done ASAP, so I'm looking for someone who can commit to this timeline Ideal Skills and Experience: - Proven experience in WordPress plugin development - Strong knowledge in integrating WordPress with external systems - Familiarity with Gravity Forms and CRM systems. It's beneficial if you have worked...

I'm looking for a CRM automation expert to optimize and automate our daily processes in Monday.com. The aim is to streamline our operations, increase data accuracy, and improve task allocation in order to enhance efficiency and productivity. Key Requirements: - Automation of Sales Pipeline Management - Automation of Task Management - Automation of Communication Tracking Current Pain Points: - Manual data entry errors - Inefficient task allocation Expected Outcomes: - Streamlined processes to reduce manual effort - Increased data accuracy and reduction of errors - Improved task allocation and productivity Ideal Skills and Experience: - Extensive experience in CRM automation, particularly with - Proven track record in process optimization and efficiency improvements -...

I'm in search of a professional to create monthly sales reports in Excel. We need to create several tables starting from the attached files starting from input file 1 1- In input file 1 you need to filter the data in column B and take into consideration only "Pagamento ordine" and "Rimborso". Make the sum using the formula in column J "totale ordine" of the attached “esempio output” file 2- Filter the rows of input file 2 (attached), column D "Dettagli prodotto" so that the different product details appear only once and report them in the VAT output file so as to have only 2 Product Name columns (in which the "dettagli prodotto”of input file column 2 are listed. (example VAT file attached) 3- The app must check th...

Currently, I'm using Fluent as my email service provider and need a professional to automate our newsletter and welcome emails. We're a small company with less than 1000 subscribers, looking to improve engagement. Desired Skills: • Fluent CRM proficiency • Email marketing expertise • Experience with automation of newsletters and welcome emails Responsibilities: • Setting up automation for newsletter and welcome emails • Training our team on how to maintain and update these automated systems Only serious freelancers with solid references are encouraged to bid. Please include evidence of similar projects undertaken in your proposal.

...easily navigate and execute trades. - Experience with creating intuitive and user-friendly UIs is a plus. If you're well-versed in blockchain development, particularly in the Solana ecosystem, and have a track record of creating effective trading bots, I'm eager to hear from you. Neat description: The bot should have a login page. Where the admin can login with his password and email. And the dashboard where it should show select dex. And the admin selects between raydium and Jupiter. And enter the coin address. It should only work on sol coins. As it will be using only sol blockchain. And then next, he is prompted to enter the number of wallets he want to perform the transactions from. And how much capital to include for each wallet. And the bot generates that num...

I have an Excel sheet that requires data filtering. From One sheet i want the following 1) Deletion of few records with some keywords 2) Make one sheet with unique data 3) No of repeated records. 4) Mobile number format to be changed