Transfer order data from CaseRM to Locker Studio + create dashboards
279 USD It is necessary to transfer order data from casesrm to locker studio + create dashboards. The dashboards should be visual, similar to how we did for calls. I am currently unable to specify the exact format, perhaps we should divide the work into 2 stages: first, integrate all data and display it in a table to verify correct data transfer, then separately create the visualization? I think in the end, we will get something similar to the casesrm dashboard but in a more expanded form: CleanShot 2025-06-29 at 15.12.47
Required metrics
Number of leads (deals/cards in the funnel)
Number of completed orders
Conversion to completion
Order amount
Average check
We will transfer the following fields with the orders
Manager
Status
Payment status
Payment amount
Payment date
Delivery city
Delivery service
Shipping date
Fiscalization status
Fiscalization amount (total check amount per order)
Fiscalization date
Organization
- Add filters on the dashboard by organization, source, manager so that all calls, leads, orders can be filtered by these filters
- Verify the correct transfer of all data for each channel by day/week/month for each channel and write the reconciliation result (a simple dashboard is not enough, a verification report is needed, so I kindly ask to pay more attention to this point so I do not have to re-verify all the work, and I can only perform the final data check)
- It would be great to have the ability to change the linking of phone numbers to channels and add new ones independently
I might have missed some minor details, include in the cost the potential need to additionally display 2-3 fields or add 2-3 metrics to the dashboard, overall all points are covered here.
Client's review of cooperation with Anatoliy S.
Transfer order data from CaseRM to Locker Studio + create dashboardsThank you for the quick work, this is our second time working together, I look forward to further cooperation
Freelancer's review of cooperation with Roman Beznosyuk
Transfer order data from CaseRM to Locker Studio + create dashboardsWe are collaborating with Roman for the second time, and everything is once again at the highest level: tasks are clearly formulated with detailed specifications, payment is timely and fully meets the agreements. Roman is always in touch, responds promptly to requests, and provides necessary clarifications, which significantly speeds up the development. I would like to especially note the constructive feedback and respect for my expertise. I recommend this client to all freelancers — with such a professional approach, projects are implemented quickly and without unnecessary revisions.
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