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Fiverr Pro
English
$
USD
I will build custom CRM dashboards and sales analytics reports
AI Workflow Automation Expert
I'm a No-Code Automation Specialist (Zapier & Make Expert) focused on engineering streamlined workflows that save businesses time, eliminate manual errors, and deliver tangible ROI.
My mission: Stop ...
About this Gig
Stop manual reports. See your sales clearly. I build custom dashboards that pull live data from your CRM and update automatically.
Check my work first: https://bit.ly/emRan
Works with:
HubSpot | Monday | Salesforce | Pipedrive | Zoho | Kajabi | GHL | Airtable | Sheets
What you get:
- Sales pipeline every deal and stage
- Team performance who is closing
- Deal tracking where deals get stuck
- Revenue forecasts predict future sales
- Custom filters view data your way
Recent client work:
Built a HubSpot dashboard showing pipeline value ($78.5K), deal stages, win rate (40%), and lead sources. Client saves 15+ hours/month on manual reporting.
How it works:
- Share what metrics matter most
- I connect to your CRM
- I build custom charts and filters
- You get live dashboard + video walkthrough
Perfect for:
Sales teams | Business owners | Ops managers | Anyone tired of manual Excel
Why automate?
Manual reports = outdated data, hours wasted
Automated dashboards = realtime, oneclick access
All packages include free support:
Basic: 7 days, Standard: 14 days, Premium: 30 days.
Ready to see your sales clearly? Order or message me your CRM.
Device:
Desktop
•
Laptop
•
Server
•
Mobile
•
Tablet
Operating system:
Windows
•
Linux
•
IOS
•
Android
•
OSX
My Portfolio
FAQ
Which CRMs do you work with?
I work with HubSpot, Monday.com, Salesforce, Pipedrive, Zoho, Kajabi, GHL (GoHighLevel), and more. If you use something else, ask me.
Do I need technical skills to use the dashboard?
No. Once set up, you just open a link and see your data. Filters are click-and-go.
What kind of metrics can you show?
Sales pipeline by stage, team performance, deal values, win rates, lead sources, revenue forecasts, monthly trends, and anything else in your CRM.
Will this work with my existing CRM data?
Yes. I connect directly to your CRM and pull live data. No exporting or manual work needed.
Can I filter by date, team member, or deal type?
Yes. I build custom filters so you can view data exactly how you need.
How is this different from standard CRM reports?
Standard reports are often limited. I build exactly what you want, combined from multiple sources, with custom calculations.
Do you offer updates if I need changes later?
Yes. Revisions included. For ongoing changes, we can discuss a maintenance package.
Do I need to give you access to my CRM?
Yes — view‑only access speeds up the build. You can revoke it after delivery.
What if my CRM is not listed?
Message me. I work with most CRMs that have APIs.
