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I will build a google sheets sales tracker and CRM dashboard
Mohammad Ali
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About this gig
Still managing leads across scattered tabs or missing important follow-ups?
I will build a Google Sheets sales tracker or CRM dashboard that helps you organize leads, track deals and see what needs attention.
INTRODUCTORY BASIC OFFER $5
A custom sales tracker with dropdowns, lead status tracking, 5 KPIs, 3 charts and clear setup notes in one Google Sheets file.
Depending on your package, your system can include:
- Lead and deal tracking
- Custom stages, owners and priorities
- Due and overdue follow-up views
- Pipeline, conversion and revenue summaries
- Data validation and clean formatting
- One agreed simple Apps Script automation in Premium
I am a Data Analyst at Cautio, where I have built 8 operational tools, integrated 8 data sources and reduced recurring reporting time by 90%+.
Every package includes testing and handoff notes. Revisions cover the agreed scope. Public samples use synthetic data; your confidential information stays out of my portfolio.
Message me with your workflow and a safe sample so we can confirm the right package, especially for multiple sources or complex integrations.
Get to know Mohammad Ali
Mohammad Ali
Google Sheets and Apps Script Automation Specialist
- FromIndia
- Member sinceFeb 2020
- Avg. response time1 hour
Languages
English
Need a Google Sheet that actually saves time? I build reliable trackers, dashboards, and Apps Script automation for operational reporting. I am a Data Analyst at Cautio, where I have built 8 operational tools, integrated 8 data sources, and reduced recurring reporting time by 90%+. My work includes MIS and KPI dashboards, data reconciliation, CRM and workflow trackers, formulas, validation, and clear handoff documentation. You receive a tested, practical solution with careful data handling. Send your current file and desired outcome, and I will recommend the simplest effective approach.
FAQ
What is included in the $5 Basic package?
A custom sales tracker in one Google Sheets file, with lead status tracking, dropdowns, 5 KPIs, 3 charts and setup notes. Includes one revision. Apps Script automation and external integrations are not included.
Can you customize the tracker for my business?
Yes. I can tailor the fields, sales stages, dropdowns and KPIs to your agreed workflow. Share your requirements before ordering so we can confirm the right package.
Can you improve my existing Google Sheet?
Yes. Send a safe sample and describe what needs improving. I will review the structure, formulas and dashboard requirements to confirm the scope.
What automation is included in Premium?
Premium includes one simple Apps Script workflow with an agreed trigger, action and output. Please discuss the requirements before ordering. Complex integrations need a separate scope.
What does a revision include?
A revision covers adjustments to the agreed deliverable, such as formatting, labels or chart layout. New features, additional data sources or a different workflow require a scope review.
