PowerBI and PipeDrive integration
There is a custom PowerBI dashboard that is integrated with bitrix. You need to replace the integration with Bitrix on PipeDrive, logic and reports leave the previous ones. If it is not possible to transfer integration, but we need to make a new, we take the base 100% of the already existing.
The report includes:
Stages of transactions
Conversion from lead to quality lead
Conversion from a transaction to a successful transaction etc.
Example of the report - https://prnt.sc/xMIBIDspr4xG
Also in the dashboard are present filters on dates, transaction names, etc.
-
1118 5 0 Good day . I have been an analyst for 5 years. I do reports from any complexity and from any source.
P&L, CashFlow, Balance Sheet, CRM reports and any niches.
Some of the works were made from 1C. It was Rotel and EcoMars business.
I also work with Facebook&Instagram Ads and Google ADS.
My presentation is https://docs.google.com/presentation/d/1Edb0RPJ8Gg6VCh9eaIkLIrCnww8_j6k1ACpcXr7CMkw/
…
The final cost after discussing the TZ is both in the smaller and in the greater.
Current freelance projects in the category Databases & SQL
Accounting, planning, and sales system for a mushroom farm
600 USD
Here is the complete, final text of the Technical Assignment (TA). It combines all your requirements: 16 chambers, 20 contractors, a schedule by days, accounting for containers, profitability calculation, and a mandatory division into three grades of mushrooms. You can fully… Databases & SQL, Client Management & CRM ∙ 1 day back ∙ 49 proposals |
External report 1C 8.3 — forecast of goods balances
22 USD
An external report (.erf) is needed for 1C:Enterprise 8.3 (configuration to be specified). What it should do: Extract product balances from the database Analyze sales history for the last 30 days Calculate the average sales rate for each product Determine how many days until the… Databases & SQL, Client Management & CRM ∙ 1 day 1 hour back ∙ 10 proposals |
Web Application & Database Security Audit for Custom CRM — BaaS / Database-as-API Specialist (PenetrProject Overview We operate a custom-built customer relationship management (CRM) platform that runs two service businesses on a single system. It is a modern JavaScript web application backed by a backend-as-a-service (BaaS) database and deployed on a serverless hosting… Databases & SQL, Testing & QA ∙ 1 day 13 hours back ∙ 9 proposals |
Database synchronizationSynchronization of Microsoft Access programs and CRM SalesDrive. Data transfer from CRM to Microsoft Access in the first stage (changing the funnel status). Data transfer from Microsoft Access to CRM in the second stage (changing the status in the program). Databases & SQL ∙ 1 day 19 hours back ∙ 10 proposals |
Setting up a backup system and optimizing server infrastructureObjective of the work: Ensure reliable data storage for the CRM system and application by implementing an automated backup system, as well as carry out a series of server improvements to enhance the stability, security, and performance of the infrastructure. DevOps, Databases & SQL ∙ 2 days 17 hours back ∙ 23 proposals |