You will get Google Sheets KPI Dashboard for Lead & Deal Tracking (Auto-Updated)
Project details
This Google Sheets dashboard is designed to give business owners and sales teams a clear, reliable view of leads, deals, and performance KPIs — without manual updates or constant fixing.
The system is built with a clean, structured data layer first, using controlled inputs and dropdowns. On top of that, I create automated dashboards powered by pivot logic, so metrics stay accurate as your data grows.
What this dashboard helps you do:
• Track total funded volume, deal counts, and key performance metrics
• Monitor monthly trends and performance changes over time
• Break down results by source, region, category, or deal type
• Safely hand off maintenance to an assistant without breaking formulas
This project was built based on real Upwork client requirements for lead and deal tracking, with an emphasis on long-term reliability rather than one-off reporting.
Deliverables:
• Fully structured Google Sheets file
• Controlled data input sheet (dropdowns, validation)
• Automated KPI dashboard (charts + tables)
• Pivot-based logic (no manual updates required)
• Clean formatting and layout ready for daily use
The system is built with a clean, structured data layer first, using controlled inputs and dropdowns. On top of that, I create automated dashboards powered by pivot logic, so metrics stay accurate as your data grows.
What this dashboard helps you do:
• Track total funded volume, deal counts, and key performance metrics
• Monitor monthly trends and performance changes over time
• Break down results by source, region, category, or deal type
• Safely hand off maintenance to an assistant without breaking formulas
This project was built based on real Upwork client requirements for lead and deal tracking, with an emphasis on long-term reliability rather than one-off reporting.
Deliverables:
• Fully structured Google Sheets file
• Controlled data input sheet (dropdowns, validation)
• Automated KPI dashboard (charts + tables)
• Pivot-based logic (no manual updates required)
• Clean formatting and layout ready for daily use
Data Entry Type
Data CleansingData Entry Tool
Google Sheets, Microsoft ExcelWhat's included $199
These options are included with the project scope.
$199
- Delivery Time 2 days
- Formatting & Clean Up
- Graph & Table Creation
About Adel
Supply Chain Engineer | Excel, BOM, MRP, SAP S/4HANA, Python
Oran, Algeria - 12:09 am local time
I work daily with Excel- and SAP-based planning systems, managing raw and packaging materials across multiple SKUs, building reliable planning logic, and making sure sales, production, and purchasing data actually make sense and support decisions. My strength is turning messy, unreliable data into clear, structured planning tools that teams can use immediately.
How I help clients:
Fix broken or messy inventory & planning Excel files
Build clear material planning tools (forecast, safety stock, reorder logic)
Identify stockout and overstock risks early
Create simple dashboards for tracking sales, production, and inventory
What I can do for you:
✔ Inventory & material planning (Excel-based or SAP logic)
✔ Safety stock, reorder point & MOQ calculations
✔ Excel automation (advanced formulas, Power Query, dashboards)
✔ Data cleaning & validation (SKUs, BOMs, consumption)
✔ Demand & supply analysis
✔ KPI tracking (stock coverage, OTIF, inventory health)
Tools
Advanced Excel (planning models, dashboards, automation)
SAP S/4HANA (MM / PP logic)
Python & SQL (forecasting, data analysis tools)
Power BI
Steps for completing your project
After purchasing the project, send requirements so Adel can start the project.
Delivery time starts when Adel receives requirements from you.
Adel works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements & Data Review
I review your current Google Sheet (or requirements) to understand how data is entered, what needs to be tracked, and which metrics matter most. This ensures the structure and dashboards are built correctly from the start.