Fleet Operations Dashboards & Quotation Generator Creation

@Microlent

Hi, this looks straightforward at first, but in my experience there’s usually a key detail that can cause issues later. I’ve handled similar projects before and can outline a practical approach for you. For similar work and case studies, feel free to check my profile: https://www.freelancer.com/u/microlent Let me know if you'd like me to walk you through the plan. ~ Rajesh

@EightVeer

Hi there, we can support the fleet operations dashboard and quote generator build with a clear focus on Power BI, DAX, Power Query, and data modelling. We will map Fleetx telematics and Tally invoices/receipts into a single reporting layer, then produce operational dashboards for utilisation, trip status, outstanding ageing, and a quote workbook or generator that uses enquiry inputs and vehicle availability. Our initial assumption is that sample exports or API/ODBC access for both systems will be available at the start, along with the pricing rules for the quote logic. One point to confirm is whether the operational KPI set should prioritise fleet utilisation and pending payments, or customer-wise ageing and quote turnaround first. Best Regards, 8veer

@vishal1145

Your quote generator will fail if the pricing logic isn't synced with real-time vehicle availability from Fleetx. I've seen this break when availability checks run on cached data while quotes pull live pricing - customers get quoted vehicles that aren't actually free. Before I map the architecture, two questions: What's your current data refresh frequency between Tally and Fleetx? And does your Tally plan support ODBC connections or will we need to work with XML exports? Here's the technical approach: - POWER BI + DAX: Build star schema data model with fact tables for trips, payments, quotes and dimension tables for vehicles, customers. Implement row-level security if multiple users need filtered views. - FLEETX API INTEGRATION: Set up Power Automate flow to pull telematics data every 15 minutes, transform JSON responses and load into SQL staging tables before Power BI ingestion. - TALLY ODBC/XML SYNC: Configure scheduled data extraction for invoices, receipts and outstanding using TDL scripts or ODBC bridge. Build reconciliation queries that flag mismatches between Tally amounts and Power BI aggregations. - QUOTE GENERATOR: Use Power Apps form connected to your data model - captures enquiry details, runs availability check against live Fleetx data, applies tiered pricing rules based on trip duration/vehicle type, generates PDF quote with company branding. - AUTOMATED REFRESH: Schedule Power BI dataset refresh 4x daily, set up email alerts when reconciliation checks detect discrepancies over 2% threshold. I've built similar fleet dashboards for 2 logistics companies in Bangalore that scaled from 50 to 200+ vehicles. I don't take projects where data sources aren't clearly mapped - let's have a 20-minute call to review your Tally schema and Fleetx API docs before locking scope.

@NEHABHAT92

As a Bengaluru-based freelancer, I am ideally placed to tackle your project for fleet operations dashboards and quotation generators. My nine years of experience in web and mobile development, particularly with PHP and MySQL, give me a strong foundation for constructing the Power BI dashboards and quote generator functionalities that you need. I can also bring API and data connector integration to the table to ensure seamless communication between your Tally system and Power BI. Moreover, my familiarity with SQL, Excel, Power Automate and Power Apps will help me create intelligent reconciliation checks so your data remains consistent. To demonstrate my capabilities you need only look at the range of projects I have successfully completed. I have developed eCommerce solutions, CMS based websites and even involved in Mobile app testing . This variety of work has honed my skills in problem-solving, detail orientation, and timely delivery— qualities crucial to your project. Moreover, having worked on E-commerce projects i have build dynamic prising ,Quote adding features that would be very helpful with quotation generator too. I propose working on a fixed-price basis but am open to discussing hourly rates if you prefer. My proposed timeline includes a detailed discovery phase during which we can thoroughly understand your requirements before getting started. Given my extensive experience in integrating disparate systems, delivering customized solutions this project.

@Praveenkmr583

Hi Greetings, I reviewed your project "Fleet Operations Dashboards & Quotation Generator Creation" and can help you complete it efficiently and professionally. I have experience with PHP, Excel, SQL, Microsoft Access, MySQL, API, Data Visualization, Power BI, Power Automate and have worked on similar projects before. Based on your requirements, I can deliver a reliable solution with clean, well-structured work. • Bid Amount: ₹12,875.00 INR • I will deliver on time • Quick communication and regular updates • Post-delivery support included I can start immediately and would be happy to discuss any specific requirements or questions you may have. Looking forward to working with you. Best regards, Praveen Kumar

@bpatidar2793

I can help build a complete fleet operations reporting solution combining Power BI dashboards, Fleetx integration, Tally financial reporting, and a dynamic quotation generator. My approach would start with understanding the Fleetx and Tally data structures, creating a centralized data model, and then building executive and operational dashboards covering fleet utilization, vehicle availability, trip status, customer outstanding, ageing analysis, pending payments, and KPI tracking. For the quotation module, I would design an automated workflow that captures enquiry details, validates vehicle availability, applies configurable pricing rules, and generates professional quotations. The solution will include automated refresh, reconciliation checks, documentation, training, and deployment support.

@jagratip3

We can take this on starting 10th July with a 7–10 day delivery window. We’ll build Power BI dashboards covering fleet operations (tracking, utilization, trip status, availability, KPIs, payments, and ageing reports) using a structured data model in Power Query + DAX. Data will be integrated from Fleetx (API/export/connector) and Tally (ODBC/API/export), with automated refresh and reconciliation checks to ensure consistency. We’ll also develop a dynamic quote generator using Power BI + Power Apps/Power Automate (or SQL-backed logic), enabling enquiry capture, vehicle availability checks, and pricing-based quote output. Deliverables: dashboards, integrated data pipeline, quote tool, documentation, and handover/training. Fixed-price and hourly options available, with prior fleet analytics + API integration experience.

@jabulanix

I understand that hiring a freelancer without reviews requires trust. One advantage of working with someone building their reputation is that you get their full attention and commitment. Before submitting this proposal, I took the time to understand what success looks like for this project. For your Fleet Operations Dashboards & Quotation Generator Creation project, I will approach it by leveraging my expertise in Power BI, data integration, and dynamic tool development. I have experience in building custom dashboards, integrating diverse data sources, and creating automated processes. How do you envision the integration of Tally data and Fleetx sensor data into the Power BI dashboards? I am new to Freelancer.com but have a proven track record in delivering quality work, meeting deadlines, and ensuring client satisfaction. I'd love to chat more about your project! The worst that can happen is you walk away with a free consultation. Regards, Jabu

@sugamkumar27

Hello, I reviewed your requirements for the Fleet Operations Dashboards and Dynamic Quote Generator. I have experience with Power BI, API integrations, SQL, and business reporting solutions involving operational and financial data. I can help integrate Fleetx and Tally data, build the required dashboards, automate data refresh processes, and develop a quotation workflow based on your business rules. I am available from 10th July and would be happy to discuss the project scope, timeline, and implementation approach. Looking forward to connecting. Best regards Sugam

@iterativeTech

As a Bengaluru-based freelancer, I am thrilled to offer my comprehensive skills in Power BI and data integration to successfully meet your project objectives. My past projects entailed designing dynamic dashboards, implementing data connectors, delivering real-time analytics, and incorporating similar intelligent quote generation software. In a recent project for a logistics firm, I developed customized Power BI dashboards similar to what you are seeking, depicting vehicle status, utilization rates, operational KPIs, among others. One area where I can particularly add value is in Tally integration. Having worked with both Power BI and Tally in the past, I can help bridge the gap between your financial operations in Tally and your vehicle fleet performance on Power BI. I am also experienced in SQL/Excel/Power Automate which could enhance operations further. In summary, I have all the requisite skills and proficiency that match your project demands. My approach centers around ensuring my technical expertise delivers tangible ROI. Moreover, my drive for tangible outcomes aligns perfectly with your goal of streamlining fleet operations through efficient dashboards and a dynamic quote generator. Let's join forces to turn your vision into an impactful reality!