Create interactive dashboards in Power BI

We are looking for an experienced specialist to create reports in Power BI:

1. Development of a technical specification (TS) for a financial report for managers.
2. Creation of an interactive dashboard in Power BI for lead analysis.
3. Setting up cross-analytics in Google Analytics, as currently the data is not displayed quite accurately (not a very important point) 

1) TS for the financial report for managers

1.⁠ ⁠What needs to be done?

Create an automated report that shows:

✔️ How much payment each manager received for the selected period

✔️ What is the total turnover of the company for this period

✔️ Through which payment systems the payments were made

2.⁠ ⁠Where do we get the data from?

✔️ Keeping CRM – this is where client deals and payments are stored

✔️ 1C – information about actual payments made

(Data is extracted via API, access to endpoints will be provided)

3.⁠ ⁠What should be in the report?

Main data

✔️ Manager's name

✔️ Amount of paid deals

✔️ Filters

Period:

✔️ Current month (by default)

✔️ Previous months

✔️ One day

✔️ One week

✔️ Any other period

Payment type:

✔️ Cash in the office

✔️ Individual entrepreneur

✔️ Other options

✔️ Total

Total amount of paid deals

Additional features

✔️ Ability to export to CSV/XLS

✔️ Flexible filters (new ones can be added)

✔️ Simple, understandable interface

4.⁠ ⁠How will it work?

✔️ Data from CRM and 1C is automatically pulled into the report

✔️ The manager can select the required period or payment type

✔️ In real-time we see amounts, filter information

2) Create an interactive dashboard in Power BI for lead analysis 

Main indicators:

    •    Overall statistics: number of leads, new ones for the period, dynamics of changes.

    •    Lead sources: marketing campaigns, share of each source.

    •    Lead statuses: number and % in each status (“New”, “In progress”, “Paid”, etc.).

    •    Target/non-target leads: number and % of the total volume.

    •    Conversion: number of payments, % conversion overall and by sources.

Functionality:

    •    Filters: period, sources, managers.

    •    Export: to Excel/CSV.

Integration:

    •    Connection to the API of CRM KipinG.

    •    Auto-update (once a day).

Please provide the cost of work and deadlines.