Monday.com CRM Sales Dashboard Development

Budget: $25 - $50/hr

Professional Sales Dashboard in my Monday.com Workspace CRM using the new Vibe app builder

Overview: Develop a professional sales dashboard within the user's Monday.com Workspace CRM. Ensure the dashboard displays relevant sales metrics, data visualization, and integrations as needed.

Scope of Work:

• Access and evaluate the existing Monday.com workspace and CRM setup.
• Design and implement a sales dashboard.
• Integrate necessary data sources to populate the dashboard with real-time sales data.
• Configure visual components such as charts, graphs, and KPI widgets.
• Optimize dashboard layout for usability and clarity.
• Test dashboard functionalities across devices and user roles.
• Document the setup process and provide instructions for ongoing management.

Timeline: 2-3 Weeks

See below information, happy to provide anything else

Job Pack Video Explainer: https://www.loom.com/share/e3be9eadf80f4707b74fcd5df73b1627

Sales Dashboard Design Mockup: https://docs.google.com/spreadsheets/d/12toMsrJPOcgDjkpjWKpVh28m03cAVGEPadGECUBISwY/edit?gid=XXX-XXX-XXXX#gid=XXX-XXX-XXXX

Customer Journey Map: https://www.canva.com/design/DAHDf7vnLko/aAHYC4MKVOvFuOked0OVyw/edit?utm_content=DAHDf7vnLko&utm_campaign=designshare&utm_medium=link2&utm_source=sharebutton