Freelance Power BI & Data Analytics Specialist (SQL/CRM Integration)
226 USD
1. Project Overview
The objective is the continuous optimization and expansion of a reporting ecosystem integrated with a central CRM system.
Data is synchronized from the CRM to a dedicated SQL Database, where it is exposed via SQL Views to a Power BI environment.
The project tracks research lifecycle data, including financial invoicing, cross-departmental utilization, and team performance metrics.
2. Core Responsibilities
- Report Engineering: Refine existing dashboards and architect new visualizations focusing on research project valuation, user activity, and departmental KPIs.
- Database Synchronization & Coordination: Collaborate with the SQL Database Administrator to modify or extend database Views and schema structures to accommodate shifting business requirements.
- Knowledge Transfer: Conduct advanced training sessions for internal staff. Focus on self-service BI, report navigation, and leveraging Power BI’s native functionalities for agile decision-making.
- Strategic Optimization: Perform a technical audit of the current architecture (1-2 months in) to identify bottlenecks in data modelling, DAX efficiency, or UX/UI design.
3. Technical Requirements
- Power BI Mastery: Expert-level proficiency in DAX, Power Query (M), and data modelling (Star/Snowflake schemas).
- SQL Proficiency: Advanced capability in querying and understanding SQL Views, stored procedures, and relational database logic.
- CRM Data Logic: Experience mapping complex CRM entities (entities, owners, financial timestamps) to analytical reports.
- Consultative Approach: Ability to translate vague business requirements into precise technical specifications.
4. Engagement Details
- Type: Freelance / B2B Contract.
- Work Model: Remote with scheduled synchronization meetings.
- Collaboration: Direct reporting to the Project Lead; tight integration with the SQL DB Admin and end-user stakeholders.
5. Candidate Evaluation (Selection Criteria)
- Technical Assessment: Demonstrated ability to optimize existing SQL-based Power BI reports.
- Pedagogical Skill: Proven track record in corporate training or mentoring on BI tools.
Systems Thinking: Ability to propose architectural improvements rather than just executing requested tasks
-
14 days226 USD
524 1 0 14 days226 USD
Good day! I am interested in your project. I have experience working with analytical systems, CRM, SQL, and business reporting. I am skilled in working with requirements, analyzing data, identifying bottlenecks, and suggesting improvements. I work carefully, responsibly, learn quickly, and focus on quality results. I am ready to collaborate.
-
10 days226 USD
302 10 days226 USD
Hello! I have reviewed the project for optimizing the BI ecosystem based on CRM. I have experience working with Power BI (DAX, Power Query, data modeling) and SQL views, optimizing dashboards, and aligning data schemas with business requirements. I have also conducted internal training and consulting. I am ready to join the task, please contact me in private messages for collaboration.
-
14 days226 USD
586 1 0 14 days226 USD
I have about two years of experience in data analytics, particularly in building and optimizing reports of various complexity in Power BI.
-
14 days248 USD
277 1 1 14 days248 USD
Hello! I can complete this task! I have experience and am ready to collaborate!
-
Вакансії треба публікувати в іншому розділі
-
Current freelance projects in the category Databases & SQL
Need a Power BI specialist to build management reporting based on BAS Accounting CORP
About the CompanyWe are a distributor of international sports brands in Ukraine. Accounting is maintained in BAS Accounting CORP.We are looking for a specialist who can help build a management reporting system for the company's management based on Power BI.Important: we are… Databases & SQL, Accounting Services ∙ 3 days 7 hours back ∙ 6 proposals |
Technical task: Integration of Telegram chatbot with BAS1. General Description It is necessary to implement the integration of the chatbot with the BAS system for the transfer and recording of data about products (orders). 2. Input Data (sent by the chatbot): Group ID Product name (with product code) Product price 3. Logic of… Enterprise Resource Planning (ERP), Databases & SQL ∙ 3 days 10 hours back ∙ 19 proposals |
1C data integration
Organize quality preparation and data transfer from 1C to BigQuery for further use in Looker:Organize the data according to the required fields.Prepare a clear structure of tables and intermediate datasets on which dashboards will be built.Set up data loading, gather key… Databases & SQL, Data Processing ∙ 5 days 1 hour back ∙ 9 proposals |
Development of a simple controlling and management record system in Google Sheets "turnkey"
Task name: Development of a simple controlling and management record system in Google Sheets "turnkey" for a construction company in Poland (+ online training and implementation assistance) About the company, context, and my main problem Hello, I am looking for an experienced… Databases & SQL, Accounting Services ∙ 6 days 6 hours back ∙ 36 proposals |
Development of an analytical Power BI dashboard
45 USD
This is our request, we need a person who understands Power BI: Screen 1: Strategic Cockpit (Financial Health of the Plant) Goal: To understand in 5 seconds, "where are we losing money and how much?". KPI Tiles (Top Bar): Overall margin (Actual vs Plan) in %. Amount of "lost… Databases & SQL ∙ 6 days 10 hours back ∙ 13 proposals |
Kyiv