You have experience creating CEO-ready visually appealling dashboards in Klipfolio. Our CRM is SuiteCRM and you have knowledge of the SuiteCRM API and cloud storage of tables (see below).
We have a number of reports in SuiteCRM that require visualization for our retail operations including (but not limited to):
- dollar value of quotes today
- number of quotes today
- number of leads today
- number of converted leads today
- win:lost ratio of converted leads vs total lead
... replace the word today with 'this week', 'this month' and so on.
Possible Cloud Storage of Tables
Note Klipfolio doesn't store data longer than a month and we would be interested in comparing month-over-month and eventually year-over-year. This would require storing data on a service to access by Klipfolio as opposed to SuiteCRM directly.
We'll start with a number of Dashboards all related to SuiteCRM. A CEO view and a branch manager view and a marketing view that tracks leads through their sales funnel/journey.
Mention the phrase 'spring equinox' in your reply.
If you have experience with CRM dashboards this is all common and you've done this before and this will be a quick job except perhaps the ability to use Klipfolio to compare month over month. If you've never done a CRM dashboard especially for CEOs then this isn't the job for you.