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Power BI Dashboard Design — Salesforce, QuickBooks Online & Jira Purpose: Create a unified Power BI dashboard combining Finance (QuickBooks), CRM (Salesforce), Service Desk & Projects (Jira). 1) QuickBooks Online (Finance) Cash Flow Visuals: Line chart (Monthly Net Cash Flow), Card (Current Cash Balance). Metrics: Cash In, Cash Out, Net Cash Flow, Current Balance. Open Invoices Visuals: KPI Cards (Open, Overdue, Not Yet Due), Ageing Bar Chart. Metrics: Total Open Invoice Value, Overdue Value, Not Yet Due Value. Sales (FY) Visuals: Column Chart (Monthly Sales), Card (Total Sales). Metrics: Monthly Sales, FY Total Sales. Expenses (FY) Visuals: Column Chart (Monthly Expenses), Card (Total Expenses). Metrics: Monthly Expenses, FY Total Expenses. Profit & Loss Visuals: Combo Chart (Revenue vs Expenses, P&L Line), Cards (Total P&L, Profit Margin %). Metrics: Revenue, Expenses, Net Profit, Profit Margin %. Budget vs Actuals Visuals: Clustered Column (Budget vs Actual per Month), Gauge (Target Attainment %). Metrics: Variance, Attainment %. 2) Salesforce (CRM) Closed Won Opportunities (FY) Visuals: Card (Closed Won Total), Column Chart (Monthly Closed Won). Metrics: Value of Closed Won Opportunities in Current FY. Pipeline & Leads Visuals: Bar Chart (Opportunities by Owner), Funnel (Opportunity Value by Stage), Pie Chart (Leads by Source). Metrics: Open Opportunities, Leads Count by Source, Opportunities by Stage. Client & Opportunity Insights Visuals: Matrix (Closed Opportunities by Client × Month), Stacked Column (Opportunity Type by Quarter). Metrics: Existing vs New Business, Client-Wise Closed Won Values. Client & Lead Counts Visuals: KPI Cards. Metrics: Number of Current Clients, All-Time Clients, Active Leads. 3) Jira (Service Desk & Projects) Ticket Insights Visuals: Bar (Tickets by Assignee), Stacked Bar (Tickets by Status), Line Chart (Created vs Resolved per Month). Metrics: Ticket Counts, SLA Compliance, Open vs Closed Ratios. Active Projects Visuals: Table (Active CRM Projects), Table (Active ICT Projects). Metrics: Project Names, PM, Milestone Progress, Status. Workload & Feedback Visuals: Pie (Workload by Assignee/Client), Bar (CSAT by Client), Card (Average CSAT). Metrics: Workload Capacity, Client Feedback Rates. Project & Ticket Status Visuals: Column Chart (Projects by Type/Status), Funnel (Request Type), Donut (Priority Breakdown). Metrics: Project Status by Year, Work Item Distribution by Request Type & Priority. 4) Company Scorecard (EOS Metrics) Human Resources Metrics: Weekly Leadership Meeting (MD), Monthly Individual Staff Check-ins (Ops Manager). Sales Metrics: New Leads (TechSoup, New Clients, Current Clients). Sales Meetings, Proposals & Quotes Sent. Closed Business. MRR by stream: ICT Retainers, Reseller Internet, Software, VM Hosting, VoIP, Website Hosting. Project Revenues: CRM Projects, Website Development, Hardware, Network, SaaS, Tech Support. Finance & Admin Metrics: Accounts Payable Threshold, Operational Cash Balance Threshold, CRM Updates Completed, Invoice Timeliness. Operations Metrics: All Retainers Serviced, Tickets Resolved Within SLA, Project Milestones On-Time, Customer Satisfaction (CSAT). Visuals: Scorecard Table (Metric | Owner | Target | Actual | Variance | Attainment %), KPI Cards (MRR Streams).
Project ID: 39751626
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58 freelancers are bidding on average $159 USD for this job

As a seasoned and techno-savvy full stack developer for over 7 years, I specialize in cutting edge data visualization tools like Power BI. My affiliation with leading companies Metlife GOSC, DXC Technologies, and Elite Services demonstrates my knack for handling complex data and generating seamless analyses across multiple software platforms. Your project encroaches not just on the analytics side but also on incorporating diverse systems. My wide range of skills from Power BI to Excel formulas, VBA, Macros, verbatim analysis, and Web Scraping cater perfectly to your needs. My practices are always employer-oriented, focused on speed without compromising quality or accuracy. I'm confident in my ability to promptly integrate Salesforce, QuickBooks Online, and Jira systems while adhering precisely to your visualizations and metrics requirements. I strive tirelessly to offer complete employer satisfaction that doesn't just meet but exceeds your expectations. What sets me apart is my proactive and empathic approach towards clients. I believe that project satisfaction is achieved not only through prompt delivery but also through establishing cordial and long-term relationships with clients. My intention is to deliver upon every requirement of your project while providing a certain level of care that ensures your utmost satisfaction.
$180 USD in 3 days
5.2
5.2

With more than a decade of hands-on experience in Data Analysis and Visualization, including proficient knowledge in Power BI, I am confident that I can create the unified dashboard that your business requires. The advanced reporting systems from QuickBooks Online, Salesforce, and Jira will be seamlessly integrated into clear and visually appealing graphs and charts. As an expert in visualizing financial data through line charts, combo charts, column charts, and more, I am particularly well-suited to presenting Cash Flow related insights, visualizations for open invoices, sales metrics (monthly and total FY sales), expense analysis categorized monthly & overall for FY - all the while showcasing profits & loss along with the detailed budget vs actuals analyses.
$140 USD in 7 days
4.7
4.7

Hi, With years of experience in creating visually appealing and effective dashboards, I am here to provide you with top-notch services tailored to meet your unique needs. My expertise in Power BI, combined with my ability to integrate different data sources, including Excel, QuickBooks, and CSV, allows me to offer a range of services that include: Sales dashboard HR dashboard IT dashboard Financial dashboard Custom dashboard In addition to this, I can also help you clean and transform your data, ensuring that you get the most accurate insights possible. My services include: Data cleaning and preparation Data transformation and integration Data modeling and analysis Dashboard development and optimization Custom Dashboard designing according to company color codes
$220 USD in 7 days
3.7
3.7

Hello, I understand that you are looking to create a unified Power BI dashboard that integrates data from QuickBooks Online, Salesforce, and Jira. My approach to this project involves designing visually appealing and informative dashboards that provide insights into your company's financial performance, CRM activities, and project management metrics. With my expertise in data visualization and experience working with accounting software like QuickBooks Online, CRM systems like Salesforce, and project management tools like Jira, I am confident in my ability to deliver a comprehensive dashboard that meets your requirements. I will ensure effective communication throughout the project to keep you updated on the progress and incorporate any feedback you may have. Best regards,
$140 USD in 7 days
3.8
3.8

Hello! I am Manuel Corbera, Power BI expert with the Microsoft Data Analyst Associate certification, which validates my expertise in all Power BI capabilities. I have over 5 years of experience in data analysis for several leading multinational companies as Power BI consultant. I can show you examples of previous projects and the type of methodology that I follow im this type of projects. Also we can talk about the pricing... Best regards
$250 USD in 7 days
3.7
3.7

Hi there, I am A.R.M. MASUD, with a strong data science background. I am pleased to present this proposal for data visualization and dashboard development services. I specialize in transforming raw data into meaningful, interactive visual representations that provide actionable insights. I leverage cutting-edge tools such as Power BI, Tableau, Looker Studio, and other visualization platforms to create custom dashboards and data visualizations tailored to your unique business needs. I aim to empower your organization with intuitive, user-friendly, and insightful data analytics solutions. I design and develop dynamic dashboards featuring interactive charts, graphs, and reports. I create tailored reports that reflect key performance indicators (KPIs), trends, and metrics based on business objectives. I integrate data from multiple sources, including Excel files and APIs. I build fully functional interactive dashboards with real-time or scheduled data updates and custom visualizations, charts, graphs, and KPIs tailored to your business requirements. https://www.freelancer.com/u/MZITSERVICES Thank you for considering your Microsoft Excel development project. I am confident that our expertise and commitment to excellence will add significant value to your business operations. Thanks A.R.M. MASUD
$140 USD in 7 days
4.1
4.1

Hello, At Busy Associates, we specialize in integrating financial, CRM, and project data into unified dashboards that drive smarter decisions. With a team of Chartered Accountants and BI professionals, we bring together domain knowledge and technical expertise to build powerful reporting solutions. We propose a dynamic Power BI dashboard that connects your QuickBooks Online, Salesforce, and Jira systems into a seamless, interactive workspace. You’ll gain real-time visibility into: - Finance: Net cash flow, P&L, open invoices, budget vs actuals, and key financial KPIs. - Salesforce CRM: Pipeline stages, lead sources, closed-won insights, and client segmentation. - Jira: Ticket workloads, project health, SLA metrics, and CSAT feedback. - EOS Scorecard: Company-wide metrics across HR, sales, finance, and operations—clear, trackable, and centralized. We’ll implement clean visuals, structured drill-throughs, accurate DAX measures, and consistent styling—ensuring your leadership has the right insights at a glance. Our team is fluent with Salesforce APIs, QuickBooks Online integration, and Jira data modeling in Power BI, ensuring a smooth setup with automated refreshes. Would you like us to start with a demo of a similar dashboard we’ve built for another tech-enabled client? Best regards, Busy Associates
$140 USD in 5 days
3.5
3.5

⚠️!!NB!! ⚠️ YOU NAME THE PRICE — I’LL DOUBLE THE IMPACT As a Power BI expert with proven skills in integrating Salesforce, QuickBooks Online, and Jira, I'll create a clean, automated, and user-friendly unified dashboard showcasing all your key metrics. A few reviews? That’s your edge. While others coast, I’m hungrier. I execute fast, sharp, and with something to prove. This project isn’t just work — it’s my statement. Your success is my reputation. I bring expertise in Salesforce, QuickBooks Online, and Jira, ensuring seamless data integration. Let's give your analytics a competitive edge! I'd love to chat more about your project! Regards, Casper
$150 USD in 7 days
3.2
3.2

As a Full-Stack Developer, Data Analyst, and Virtual Assistant, I possess the versatility that your project requires. I have in-depth experience with various data visualization tools including Power BI, and this equipped me with the skills to craft comprehensive dashboards like the one you need. I am well-versed in integrating different data sources into a unified view, which is key for your project involving QuickBooks Online, Salesforce, and Jira. Drawing actionable insights from complex data sets is my forte. I can help you obtain valuable metrics and visuals, such as cash flow analysis, budget tracking, pipeline management, and more. In addition to technical expertise in HTML, CSS, JavaScript, React, Python, Node.js - skills that will enable me to visualize your requirements effectively - I am also skilled in managing projects and using tools like Xero. Not only can I streamline and automate your workflows by consolidating your crucial data but also help you identify trends and areas of improvement across all departments including HR, sales, finance, and operations. Furthermore, as an adept virtual assistant I can provide proactive support by monitoring KPIs against targets and updating real-time dashboards efficiently. So let’s bring your business to soaring heights with its own personalized dashboard!
$200 USD in 3 days
2.9
2.9

Hi Tech Phillip, Instead of long proposals, let me show you value upfront as I can deliver a free interactive mock-up of your Power BI dashboard (QuickBooks + Salesforce + Jira) within 3 days so you see results before committing. Here’s how I’d structure it: ✅ Finance (QuickBooks): Cash flow, P&L, open invoices aging, budget vs actuals. ✅ CRM (Salesforce): Pipeline funnel, closed-won analysis, client insights. ✅ Projects (Jira): SLA compliance, project status, workload distribution, CSAT. ✅ Company Scorecard: MRR streams, operations KPIs, HR check-ins, sales performance. The dashboards will be executive-friendly yet drillable, well-documented, and scalable for future metrics. My goal is to give you a single, unified view that saves leadership hours every week. If you’re open, I’ll start with the free mock-up so you can test-drive the solution right away. Best,
$230 USD in 7 days
3.0
3.0

I can build your unified Power BI dashboard integrating QuickBooks Online, Salesforce, Jira, and EOS metrics with clean visuals, performance metrics, and drilldowns — all optimized for web and mobile viewing. ✅ Finance (QuickBooks): Monthly P&L, Cash Flow, Budget vs Actuals ✅ CRM (Salesforce): Pipeline by stage, Leads by source, Client insights ✅ Service Desk (Jira): Ticket SLA stats, Project tracking, CSAT dashboards ✅ Company Scorecard: Owner-wise targets, actuals, variances with attainment % ? I’ve created complex multi-source dashboards (e.g., Zomato-style explorer, sales tracker, MRR dashboards) with slicers, KPI cards, multi-tab views, and DAX-powered measures. Can also handle data transformation, API connectors, and performance tuning. Do you already have the data sources (via API or Excel exports), or should I guide the integration setup? Let’s build something insightful and scalable — I’m ready to start right away.
$150 USD in 7 days
2.5
2.5

Hello, I am primed to exceed your expectations for this Power BI Dashboard Creation project. My expertise in systems such as Microsoft Dynamics 365, Salesforce CRM, and SAP uniquely positions us to manage the unified integration of all your platforms (Salesforce, QuickBooks Online, and Jira), enabling real-time data analysis at a single glance. My skillset includes gap-fit analysis, functional design, prototype development, testing, user training, and migration, all essential components to ensure a seamless transition to Power BI Dashboard and maximize its full potential. Let's discuss details on chat. Regards, Sahanaj
$300 USD in 2 days
2.6
2.6

As an experienced data analyst with a specialized focus on statistical analysis and data visualization, I am perfectly suited to tackle the complexities of your unified Power BI dashboard creation. My background in descriptive statistics, survey analysis, and econometrics aligns seamlessly with the detailed metrics and visualizations required in this project. Kindly contact me so that we can discuss more about it. Thanks.
$140 USD in 7 days
2.2
2.2

Hi, I’d be thrilled to design your unified Power BI dashboard that pulls together Finance (QuickBooks), CRM (Salesforce), Service Desk & Projects (Jira), and EOS company scorecard metrics. With strong expertise in Power BI, DAX, Power Query, and API integrations, I’ve built dashboards that combined ERP, CRM, and ticketing systems into a single, interactive view for leadership teams. Here’s how I’d approach: • Connect Power BI to QuickBooks, Salesforce, and Jira APIs for automated refresh. • Build intuitive visuals for each area—cash flow, sales pipeline, ticket SLA, workload, and EOS scorecard—matching the KPIs you outlined. • Design interactive drilldowns so leadership can move from high-level KPIs (e.g., MRR, CSAT) to transaction-level details. • Ensure role-based access so finance, sales, and operations teams see the right views. • Deliver a polished, documentation-backed dashboard with scheduled refresh and easy extendability. This will give you a single source of truth for financials, sales, projects, and operations, accessible in real time. Best regards, Mohammed Athar
$200 USD in 30 days
4.3
4.3

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
$30 USD in 1 day
1.4
1.4

Looks like you need help with building Power BI dashboards. After reading your project description, I can create a Power BI report with some pages for your Finance, Salesforce, Jira, and Company Scorecard. I have worked on similar projects with transforming data, and creating dashboard with some visuals as needed. I’ve previously worked on projects that required data modeling, transformation, and custom visualization in Power BI, and I’m confident I can deliver this in a structured and insightful way. Finally, I can offer you a free revision after delivering the project!! I'm happy to chat! Best Regards, Al Muataz Al Kharusi
$120 USD in 7 days
1.4
1.4

I am a seasoned software developer with 13 years of experience, holding a degree from IIT Delhi. My expertise aligns perfectly with the required skills for your project. I have successfully delivered complex solutions across diverse domains with a focus on quality and scalability. I bring strong problem-solving ability, hands-on technical depth, and client-centric delivery. I am confident I can add value to your project and deliver results within timelines.
$140 USD in 7 days
0.5
0.5

With a unique blend of technical acumen and marketing insight, I'm confident in my abilities to build your unified Power BI dashboard. My name is Mucas, a Full-Stack Developer with an immersive knowledge of data management and automation. Partnering with me means streamlining workflows, developing intelligent dashboards and automating complex tasks. One of my key strengths is my proficiency in Advanced Excel and VBA Macros. These skills will enable me to not only create dynamic reporting mechanisms for your diverse data sources from Salesforce, QuickBooks Online, and Jira but also reduce any manual work required. Additionally, my Python scripting capabilities coupled with an MBA background make me astute at turning raw data into profound insights—allowing you to make real-time, informed decisions. Working with me also guarantees attention to detail, accuracy, and a keen understanding of business growth dynamics. For over five years, I've successfully supported startups and small businesses in transforming their data challenges into opportunities for exponential growth and now I'm excited to do the same for you. I deliver efficient solutions that translate to cost-effective operations, happier customers and ultimately higher profitability. Let’s discuss how we can bring these transformative results to your power BI project together.
$100 USD in 5 days
0.0
0.0

Hi, Tech. I have just completed a very similar project using Data Analysis, so I already have ideas brewing for your Unified Power BI Dashboard Creation project. I would like to ensure that my solutions align perfectly with your requirements. As a full-stack developer with over 5 years of experience in Data Analysis, I am confident in my ability to deliver a high-quality and comprehensive Power BI dashboard that integrates Finance, CRM, and Service Desk data from QuickBooks Online, Salesforce, and Jira. My portfolio showcases my expertise in creating visually appealing and informative dashboards that provide valuable insights for decision-making. I would love to connect with you in a chat to discuss your project further and tailor my approach to meet your specific needs. Best regards, Vlad
$140 USD in 7 days
0.0
0.0

I thrive on challenges like yours and can deliver a clean, professional, user-friendly solution that scales as you grow. I see you need a unified Power BI dashboard combining Finance (QuickBooks), CRM (Salesforce), and Service Desk & Projects (Jira). In a similar project, I successfully boosted data-extraction efficiency by 65%. Although I'm new here, I've spent 4+ years working with Power BI, Salesforce, QuickBooks, and Jira on similar projects. Could we hop on a 10-minute call to align on your priorities? Regards, Christopher Venter
$150 USD in 30 days
0.0
0.0

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