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Fiverr Pro
English
$
USD
I will build an operations tracker, KPI dashboard and sop
Operations and Client Delivery Specialist
I help accountancy firms, consultancies and nonprofits turn scattered work into clear workflows, ownership and deadlines. I bring 15+ years of international programme, project and B2B client-managemen...
About this Gig
I will build a practical operations tracker in Excel or Google Sheets so your team can see owners, deadlines, status, risks and next actions in one place.
Depending on the package, I can add a KPI dashboard, reporting view and concise SOP explaining how the system should be maintained. The deliverable will use your approved terminology and business rules, with a structured handover so it is usable after delivery.
This is ideal for professional-services firms, consultancies, agencies and nonprofits managing recurring client or programme work.
I bring more than 15 years of international programme, operations and B2B client-management experience and hands-on experience with advanced Excel, Google Sheets, QuickBooks, Xero, ERP and CRM systems.
Please contact me before ordering if the assignment requires complex formulas, large-scale data cleaning or integration with other software.
This service does not include custom software, API development, bookkeeping, accounting judgement, legal advice, regulated compliance decisions or bulk data migration.
Domain:
Business
Industry:
Business services & consulting
•
Financial services
Language:
English
My Portfolio
FAQ
Will the tracker be built in Excel or Google Sheets?
Either. Please specify your preferred format when ordering. I can structure the tracker and dashboard for Excel or Google Sheets.
Can you connect the tracker to my CRM or other software?
Custom integrations and API development are not included in this gig. A separate manual import or implementation can be scoped where appropriate.
Can I send live client or programme data?
I prefer anonymised or sample data and only the minimum information needed to build the system. Please do not send passwords or unnecessary personal data.
