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Fiverr Pro
Nederlands
$
USD
I will build a sales pipeline dashboard from hubspot, salesforce or pipedrive
Rodrigo Chin
Vetted Pro
Top Rated
Gescreend door Fiverr Pro
Rodrigo Chin is geselecteerd door het team van Fiverr Pro vanwege diens expertise.
Over deze dienst
Top Rated, Vetted Pro. 61 five-star reviews. 160+ data projects. M.Sc. in Quality Management.
Your CRM is full of deals, but you still can't answer simple questions: How much will we close this quarter? Which stage are deals getting stuck in? Which rep needs help? So you rely on your sales manager's gut feeling.
I build a sales pipeline dashboard connected to HubSpot, Salesforce, Pipedrive or your CRM export, so you can see pipeline health and a realistic forecast at a glance.
What you get:
- Pipeline value by stage, with conversion between stages
- Win rate and average sales cycle length
- Forecast for the month and quarter
- Rep performance vs targets (Standard and Premium)
- Alerts when targets or deal velocity slip (Premium)
The numbers are reconciled to your CRM, so your team trusts the dashboard and stops maintaining side spreadsheets.
Review the FAQs below and click 'Request to Order'. Include your CRM, number of sales reps, and how you forecast today, so I can send the right custom offer.
Maak kennis met Rodrigo Chin
Rodrigo Chin
Vetted Pro
Data Analytics and Data Visualization
Top Rated
Rodrigo Chin maakt deel uit van de Fiverr Pro-catalogus en is zorgvuldig uitgekozen door het Fiverr Pro-team vanwege zijn of haar vaardigheden en expertise.
Gescreend voor
Datavisualisatie
Gegevensanalyse
- Afkomstig uitGuatemala
- Lid sindsmrt 2019
- Gem. reactietijd1 uur
- Laatste levering1 maand
Talen
Engels, Spaans, Portugees, Duits
My name is Rodrigo and I am a Data Analyst. I have a B.Sc. in Business Administration and M.Sc. in Quality Management. I have experience in Administrative roles and HR.
My services include:
• Designing modern looking reports that helps making easier to understand results without any clutter.
• Creating dynamic dashboards to have instant access to all your KPI's on a single spreadsheet.
• Extract, Transform and Load (ETL) process accurately on data entry projects to help you make well informed decisions with confidence.
Mijn portfolio
Andere Datavisualisatie diensten die ik aanbied
Veelgestelde vragen
Which CRMs do you work with?
HubSpot, Salesforce, Pipedrive, Zoho and most CRMs with an API or export. If your deals live in spreadsheets, I can work from those too.
Our CRM data is incomplete. Can you still help?
Yes. I show where data is missing, add simple rules so reps fill in the fields that matter, and build the dashboard so gaps are visible instead of hidden.
What happens after Version 1?
Most clients add finance, marketing or operations dashboards next, then keep me on a monthly retainer so the system evolves with the business. You decide the pace.
Why Request to Order instead of instant checkout?
Every business's data is different. Request to Order lets me confirm your sources, scope and timeline first, then send a custom offer that fits. You pay nothing until you accept it, so there are no surprises.
Which package should I choose?
Start with Basic for a quick, low-risk first step. Choose Standard for a working Version 1 and Premium for a connected, automated system. Not sure? Click Request to Order and I will recommend the right one.
Can't I just do this myself with ChatGPT or other AI tools?
You can get part of the way, and I use AI too. The hard part is making the numbers correct, connected to your real systems and trusted by your team. That judgment is what you pay for, and AI is why my work is faster than it used to be.
Is my data safe? Do you sign an NDA?
Yes. I sign an NDA on request, work inside your own accounts with only the access needed, and do not keep copies of your data after delivery.
Who owns the work when we're done?
You do. Everything is built in your own accounts and handed over with documentation and admin access, so you are never locked in to me.
Can I start small and grow later?
Yes. Most clients start with one small step, see results, then add the next piece. Nothing is wasted because each step builds on the last.
What do you need from me to start?
Access or exports from your data sources, the reports you use today, and a short call to hear the questions you want answered. Click Request to Order and I will send a short checklist.
