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The immediate goal is to turn raw data from our CRM software and social media platforms into a single, insight-rich view of how well we are generating quality leads. Using Power BI or Excel/Google Sheets, consolidate the data, clean it, and build an interactive dashboard that spotlights lead quality by channel, campaign, and time period. Key points I need covered: • Reliable data model that auto-refreshes from the CRM and social feeds. • Visuals that make it obvious where high-quality leads are coming from and where they stall in the funnel. • Clear, plain-language commentary on findings plus strategic suggestions to raise lead quality. Deliverables will be: 1. A fully functional .pbix file (or equivalent workbook) with all connections, measures, and visuals in place. 2. A short slide deck or PDF summarising the insights and recommendations. 3. A one-page refresh guide that lets my in-house team update the dashboard without breaking anything. If a particular marketing-strategy framework or further market research will sharpen the analysis, feel free to weave it in—just keep the focus firmly on actionable lead-quality insights.
Project ID: 40198444
17 proposals
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Active 15 days ago
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17 freelancers are bidding on average ₹929 INR/hour for this job

I am an expert statistician, Research Writer, and data analyst with more than eight years of experience. I have full command of Excel analysis, SPSS, STATA, R LANGUAGE, AND PYTHON. I am an expert in creating time series prediction models, working with survey data, conducting marketing analysis, building estimators, and medical analysis. I am a perfect match for your project share other details of the work so I can start working on your project. Will complete task on time.
₹1,000 INR in 10 days
5.5
5.5

With my blend of data analytics, strategy, and digital marketing expertise, I stand well-equipped to deliver the crucial insights you need to optimize lead generation. In my career, I've not only dealt with raw data but transformed it into actionable information that has driven results and revenue for past clients. I am conversant with Power BI and Excel/%Google Sheets which will enable me to consolidate and clean the data from your CRM system as well as social feeds into a reliable and easily-refreshable model. My core capabilities lie in turning complex data into intuitive visuals and clear observations. Thus, you can expect an interactive dashboard that doesn't just present the numbers but tells a compelling story about your lead quality by channel, campaign, and time period. Most importantly, I will not just bombard you with numbers; using plain language commentary I will provide strategic suggestions on how to raise lead quality because true insight goes beyond the calculations on a chart. Lastly, I offer skillful guidance even after project delivery. As evidenced in my proposed one-page refresh guide that accompanies the .pbix file or any equivalent workbook, my work is always scalable and user-friendly, ensuring that your in-house team can seamlessly update and leverage the dashboard post-handover without running into any issues.
₹750 INR in 40 days
3.5
3.5

Hi, I’m building a platform designed to analyze Excel/PDF data such as bank statements, sales reports, and operational data — automatically generating dashboards and insights without manual configuration. I’m currently validating early demand with real users. If this aligns with your requirement, please message me and I can share url where you can find more details. Thank you.
₹1,000 INR in 40 days
3.4
3.4

Hi! I’m an analytics expert and can turn your CRM and social data into a Power BI/Excel dashboard that highlights lead quality by channel, campaign, and time. I’ll provide interactive visuals, actionable insights, and a simple refresh guide. Ready to start immediately.
₹900 INR in 20 days
0.0
0.0

I help teams turn CRM and social media data into a single, clear dashboard that shows where high-quality leads come from, how they move through the funnel, and where value is being lost. How I’ll Do It Data consolidation & modelling: Clean, standardise, and connect CRM + social data in Power BI (or Excel / Google Sheets), handling duplicates, missing values, and inconsistent naming. Set up relationships for funnel and time-based analysis with auto-refresh. Lead-quality dashboard: Intuitive visuals (funnels, trends, KPIs, heatmaps) showing lead quality by channel, campaign, and time, plus funnel drop-offs and quality vs volume comparisons. Insights & recommendations: Plain-language insights on what’s working, where quality drops, and which channels look good on volume but weak on value—plus actionable recommendations your team can use immediately. Deliverables Fully functional dashboard (Power BI / Excel / Google Sheets) All data models, measures, and visuals included Short slide deck or PDF with key insights and recommendations One-page guide for refresh and maintenance Timeline Initial dashboard: 5–7 business days Fast feedback and refinements Built around your definition of a “quality lead” If helpful, I can start with a quick data audit before building the full model. Ready to begin as soon as data access and tool preference are confirmed.
₹750 INR in 10 days
0.0
0.0

Hello, I’ve carefully reviewed your requirement to turn CRM and social media data into a single, insight-rich lead generation dashboard. This is exactly the kind of analytics work I specialize in. I will build a clean, reliable data model (Power BI / Excel / Google Sheets) that auto-refreshes from your CRM and social platforms. The dashboard will clearly show lead quality by channel, campaign, and time period, making it easy to identify where high-quality leads come from and where they drop off in the funnel. What I will deliver: Fully functional dashboard with cleaned, consolidated data Clear visuals highlighting lead quality, conversion stages, and bottlenecks Plain-language insights with actionable recommendations to improve lead quality Complete .pbix / workbook with all measures and connections A short PDF/slide deck summarizing insights One-page refresh guide so your team can update data safely I focus not just on visuals, but on business decisions—helping you understand why performance changes and what to do next. I can also apply proven marketing analytics frameworks if it strengthens actionable insights. I’d be happy to discuss your CRM source, social platforms, and success metrics before starting. Looking forward to working together. Best regards, Arshaj Dhende Data Analysis | Excel | Power BI | Google Sheets
₹900 INR in 40 days
0.0
0.0

I have delivered similar analytics projects by integrating Shopify and QuickBooks via REST APIs, handling authentication, pagination, and end-to-end data validation. I write Python ETL scripts to auto-refresh data and build reliable Power BI data models for insight-driven dashboards. While my past projects were not CRM-specific, the same API-based approach applies to CRM and social platforms, and I am fully comfortable implementing it. I can consolidate CRM and social data into a single lead-quality view, build interactive funnel dashboards, and provide plain-language insights, recommendations, and refresh documentation for your internal team.
₹900 INR in 30 days
0.0
0.0

I can build a clear, automated lead-quality dashboard that brings your CRM and social media data into one reliable model using Power BI or Google Sheets/Excel. I’ll handle data cleaning, transformation, and relationships so the dashboard auto-refreshes and accurately tracks lead quality by source, campaign, and time period. The visuals will highlight where strong leads are generated, where drop-offs happen in the funnel, and which channels deliver the best ROI. Along with the dashboard, I’ll provide plain-language insights, practical recommendations to improve lead quality, a summary slide deck/PDF, and a simple refresh guide so your team can maintain the system confidently. I’ll start by reviewing your CRM and social media data sources to understand structure, lead stages, and quality indicators, then connect them to Power BI or Excel/Sheets and clean the data by removing duplicates, fixing formats, and standardizing fields; next, I’ll build a structured data model with relationships and calculated measures so the data can auto-refresh reliably, then design an interactive dashboard showing lead quality by channel, campaign, and time period along with funnel drop-offs; after validating accuracy, I’ll analyze trends, add clear written insights and actionable recommendations to improve lead quality, and finally deliver the working dashboard file, a summary slide/PDF of findings, and a simple refresh guide for your team.
₹1,000 INR in 40 days
0.0
0.0

I’ve reviewed your objective and this aligns perfectly with the analytics work I deliver. I consolidate CRM and social media data, clean and model it for auto-refresh, and build Power BI or Excel dashboards that clearly surface lead quality by channel, campaign, and time. I focus on funnel visibility—where leads convert, stall, or drop—using intuitive visuals and robust measures. You’ll receive a fully functional dashboard, a concise insight summary with strategic recommendations, and a simple refresh guide your team can follow confidently. Happy to apply proven marketing frameworks to sharpen lead-quality decisions.
₹1,000 INR in 40 days
0.0
0.0

Hello, I can help you consolidate CRM and social media data into a single, auto-refreshing Power BI (or Excel/Google Sheets) dashboard focused on lead quality and funnel performance. What I’ll deliver: Clean, reliable data model with scheduled refresh Interactive dashboard showing lead quality by channel, campaign, and time Funnel visuals highlighting where leads drop or stall Clear, plain-language insights with actionable recommendations Outputs: ✔ Functional Power BI (.pbix) or workbook ✔ Short PDF/slide summary of insights ✔ One-page refresh guide for your team I have hands-on experience with Power BI, Excel, statistics, Google Analytics, and data cleaning, and I focus on accuracy and business-driven insights—not just visuals. Ready to start immediately. Best regards, Abhishek Devarmani Data Analyst | Power BI | Excel | Statistics
₹750 INR in 40 days
0.0
0.0

I’m a data analyst with strong experience in Excel and Power BI, specializing in transforming raw CRM and marketing data into clear, decision-ready insights. I have worked extensively with large datasets, data cleaning, modeling, and dashboarding to help leadership understand performance and take action. For this project, I will consolidate CRM and social media data into a reliable, auto-refreshing data model, ensuring clean relationships and scalable measures. I’ll build an interactive dashboard that clearly highlights lead quality by channel, campaign, and time period, while visually exposing funnel drop-offs and conversion bottlenecks. Beyond visuals, I focus on plain-language insights—what’s working, what’s not, and why. I’ll include strategic recommendations using proven marketing and funnel frameworks to improve lead quality and efficiency. You’ll receive: • A fully functional Power BI (.pbix) or Excel/Sheets dashboard • A concise insight and recommendation deck (PDF/Slides) • A simple one-page refresh guide so your team can update safely I ensure accuracy, clarity, and actionable outcomes—and I can start immediately.
₹800 INR in 40 days
0.0
0.0

I will transform your data into an interactive Power BI dashboard that accurately identifies the source of your highest-quality leads. My approach ensures an automated data model and funnel visualizations that detect critical bottlenecks, complemented by a strategic insights report. I will deliver a working .pbix file, an actionable recommendations presentation, and a one-click technical guide so your team can maintain complete system autonomy.
₹1,250 INR in 40 days
0.0
0.0

Hello, I will consolidate data from your CRM and social media platforms into a single, insight-rich dashboard using Power BI or Excel/Google Sheets, with a clean, reliable data model designed for automated refreshes so reporting stays accurate and up to date. The dashboard will focus on lead quality rather than just volume, clearly showing which channels, campaigns, and time periods generate the strongest leads and where prospects stall in the funnel through intuitive, interactive visuals. Alongside the dashboard, I will provide clear, plain-language insights and practical recommendations to improve lead quality, supported where useful by funnel and campaign performance analysis. Deliverables will include a fully functional .pbix file or equivalent workbook with all connections and measures in place, a short slide deck or PDF summarizing key findings and recommendations, and a simple one-page refresh guide enabling your in-house team to update the dashboard confidently without breaking anything.
₹800 INR in 40 days
0.0
0.0

I’d love to help you build a clear, insightful Power BI dashboard that turns your data into actionable insights. I’m a freelance Power BI developer with experience in: Designing interactive dashboards and reports Data modeling and relationships DAX measures and calculated columns Connecting and transforming data (Excel, SQL, APIs, SharePoint, etc.) Performance optimization and clean visual design What I’ll deliver: A fully interactive Power BI dashboard tailored to your business needs Clean, well-structured data model Key KPIs and metrics clearly visualized Filters, slicers, and drill-downs for easy analysis Ongoing support and revisions based on your feedback My approach will be to Understand your business goals and data sources Clean and model the data properly Build intuitive visuals focused on decision-making Review, refine, and finalize the dashboard.
₹1,000 INR in 20 days
0.0
0.0

Greater Noida, India
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