Transfer data from the CRM to a separate database, then to the dashboard visualizer
And already from the database to transmit information to a visualizer that will be able to display our data/meters in the form of a dashboard, such as https://lookerstudio.google.com/ or https://databox.com/
You need to find out which platform we can use as a secure database, such as Amazon AwS, is an account. To set the data transmission according to the logic given using webhooks.
The list of metrics that I need to transmit - I will send the executive in personal, but for understanding - here are a few:
Number of seals - calls for today
The number of customers who have come/not come to the call
Number of contracts signed
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988 30 0 Good day ,
I have experience in setting dashboards in Looker Studio. I can choose the desired option for the dashboard. Write in a personal message we will discuss everything.
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