Export data and set up dashboards for data from the table and Amocrm.

Databases & SQL, Client Management & CRM — incorrectly specified categories?

446 USD

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Organize automatic data export from:

Internal table (Google Sheets / Excel).
AmoCRM (via API).

The collected data should be used to build dashboards (Google Data Studio / Power BI).

Tasks

Integration of sources
- Set up connection to AmoCRM via API.
- Set up data export from the table (Google Sheets or database).
- Ensure regular updates (for example, once every hour / once a day).
Data composition
From AmoCRM, it is necessary to export:
- deals (id, name, stage, amount, creation date, closing date, responsible manager, status),
- contacts (id, name, phone, email, linked to deal),
- tasks (id, name, status, due date, executor).
- From the table:
- (list key fields: for example, sales plan, marketing expenses, KPI).
Data storage
- Determine storage format: SQL database / BigQuery / separate tables.
- There should be an option to connect BI tool directly.
Dashboards
Minimum set of metrics for visualization:
- Sales funnel (by deal stages).
- Plan vs actual sales.
- Dynamics by managers.
- Number of new deals and contacts by periods.
- Task completion.
Technical requirements
- Automatic updates without manual export.
- Documentation for connection and updates.
- Scalability (add new fields/sources).

Proposals 5

Oleksandr Stinkovyi

117 0

Budget: 20000 UAH Deadline: 10 days

Hello.

I am a NodeJS developer. I have experience with Google Sheets API and AmoCRM. I am ready to take on the project. Write to me, and we will discuss.

Yurii Shtibel

8 0

Budget: 20000 UAH Deadline: 7 days

I have experience working with Google Sheets API and AmoCRM. Write to me, we can discuss the details, I can start today.

Vladislav S.

102 0

Budget: 20000 UAH Deadline: 7 days

Good day. I have the necessary experience and skills. Reviews are available in the profile. I will be happy to help.

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