Project description
We're looking for a set of template dashboards that can reflect the movement in our sales pipeline on a weekly basis.
Currently, every week our sales reps are exporting their data (from our CRM in Salesforce) and sending basic reports to colleagues (the export is fairly small, around 1500 lines of data).
I would like a consultant to setup an automated set of visual templates (in Power BI or Tableau) that tell a story on the weekly sales pipeline report.
Upon completion of the templates, the consultant should also provide guidance on how to make adjustments to the templates should there be any tweaks in the data sources in the future.
In your expression of interest, please send a link to some example dashboard templates you've created in the past in either Power BI or Tableau to get a feel for your visualization skills.
About us:
We are a digital enabler of client and regulatory technology for financial services. We provide Client Lifecycle Management (CLM) software solutions for Financial Institutions including; Corporate & Institutional Banking, Commercial & Retail Banking, Asset Management, Private Banking & Wealth Management. Counting 70 global Financial Institutions as clients, its award-winning CLM suite digitally transforms how Financial Institutions manage clients; from initial onboarding to KYC/AML and regulatory compliance, to data management and ongoing lifecycle KYC reviews and refreshes.
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