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.
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.
Frequently asked questions
Which services can clients contract via the MeasureMatch marketplace platform?
The consultants, consultancies, agencies & SIs in our global network execute important systems and data project work including, but not limited to:
- Select and deploy a data warehouse solutions like Snowflake, BigQuery and others
- Set up dashboards in Power BI, Tableau or Google Data Studio
- Power customer data collection using RudderStack, Segment, Tealium or similar
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- Build data pipelines in Azure, AWS and Google Cloud
- Transform data using dbt, Fivetran and similar
- Plus heaps of data & analytics services reaching into complex AI/ML initiatives
The MeasureMatch global network of professionals is highly skilled, many are certified service providers with proficiencies across more than 3,000+ tools and products including the Adobe Experience Cloud stack, the Google Marketing Platform and Google Cloud suite of tools, Segment, Mixpanel, Intercom, Hubspot, DOMO, Power BI, Tableau and 1,000s more.
Does MeasureMatch quality control new service providers?
Every one of the MeasureMatch network of service providers has been through a stringent application process, including an interview to ensure relevance of Service providers and quality of delivery. And each is fully aware of the how the platform works, including the commercial framework.
Why book consultants or consultancies via MeasureMatch?
It's easy and incredibly fast to find and book an incredibly valuable professional services partners through the MeasureMatch marketplace platform.
And, because we handpick and screen all service provider applicants, or they are invited by technology vendors participating in the MeasureMatch Partner Exchange, we're seeing more than 95% of contracts rated 5 full starts by clients (as of September 2023).
Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you need - to name a few in one of our most popular services categories (CRM & Marketing Automation), MeasureMatch has the skills and pros you need.
3,000+ skills across 10,000+ systems & data services professionals are accessible via the MeasureMatch marketplace and partnerships platform.
You'll have direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants, consultancies, agencies and even system integrators, each armed with the skills to advance customer and product data collection, data engineering, data pipeline management, marketing analytics, marketing automation, personalization, programmatic media investment management and much more.
Who should sign up to MeasureMatch?
On one side, through a Client account, the platform is for business leaders who need to solve for, address and advance any number of cloud software systems and/or data challenges, and they are open to embracing service providers located anywhere across the globe to get the work done.
On another side, with a Service Provider account, MeasureMatch is for consultancies, agencies, system integrators and independent consultants to provide exceptional systems & data professional services.
The third entry point into MeasureMatch, the Partner Exchange, is for SaaS and enterprise software vendors, and a growing number of other types of organizations, to use a set of tools grow and deepen service provider relationships for customer success, go-to-market partnerships, and more.