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
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.
Who should sign up to MeasureMatch?
On one side, MeasureMatch is for independent consultancies, agencies, systems integrators and independent consultants with outstanding technology, data or analytics skills and experience to provide services. On the other, the platform is for companies that need to solve, address and advance marketing, commerce, customer experience technology & data challenges, and they are open to embracing service providers located anywhere across the globe via the MeasureMatch marketplace platform.
Why book consultants or consultancies via MeasureMatch?
It's easy and incredibly fast to find and book a pro via the MeasureMatch marketplace platform. And, because we interview all service providers, we're at a 100% contract success rate. Clients are happy and many are re-booking or extending contracts.
Whether it's Salesforce, Microsoft Dynamics, HubSpot, Intercom or Freshsales skills you're after - to name a few in our hottest category of services - MeasureMatch has pros you need. That just the very beginning of 1,000s of skills and services on-demand.
Our end-to-end platform provides clients with direct, seamless and flexible access to a highly-skilled, verified workforce of independent consultants and consultants armed with the skills to advance data collection, marketing analytics, business performance insight, personalization, programmatic media targeting and much more.
It's never been easier to find and book a consultant or consultancy to get important systems or data work done.
Which services can clients contract via the MeasureMatch marketplace platform?
The consultants, consultancies, agencies & SIs in our global network, approaching 4,000 in 60+ countries (as of early July 2020), execute important systems and data project work including, but not limited to: CRM systems deployments and revamps, CRO, data cleaning, marketing performance reporting, identity resolution setup, machine learning for predicting and optimizing customer behaviors, marketing automation systems implementations, social media analytics, CX analytics, web analytics and much much more.
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.