You will get Empower Your Team with Dynamic Performance Data.
Top Rated
Project details
This project delivers a comprehensive, interactive dashboard for Call Center operations. Its primary objective is to provide a clear, concise summary of overall call performance, agent activities, and critical customer behaviors.
Key functionalities include:
Call Metrics Visualization: Offers a broad overview of call center health.
Agent Performance Tracking: Illustrates individual agent performance across various metrics.
Dynamic Agent Insights: Enables filtering/selection of agents for detailed analytics (success rates, abandoned calls, products, customer locations).
Monthly Trend Monitoring: Tracks call patterns and performance month-over-month.
Unsuccessful Call Reason Identification: Facilitates easy pinpointing of key reasons for failed calls.
The final dashboard will be simple, professional, and visually appealing, designed to empower management and team members with actionable insights for informed, strategic decisions, thereby enhancing efficiency and understanding.
Key functionalities include:
Call Metrics Visualization: Offers a broad overview of call center health.
Agent Performance Tracking: Illustrates individual agent performance across various metrics.
Dynamic Agent Insights: Enables filtering/selection of agents for detailed analytics (success rates, abandoned calls, products, customer locations).
Monthly Trend Monitoring: Tracks call patterns and performance month-over-month.
Unsuccessful Call Reason Identification: Facilitates easy pinpointing of key reasons for failed calls.
The final dashboard will be simple, professional, and visually appealing, designed to empower management and team members with actionable insights for informed, strategic decisions, thereby enhancing efficiency and understanding.
What's included $250
These options are included with the project scope.
$250
- Delivery Time 3 days
- Professional Training
- Soft Skills Training
- Management Development
Optional add-ons
You can add these on the next page.
Fast 2 Days Delivery
+$10
37 reviews
(36)
(1)
(0)
(0)
(0)
This project doesn't have any reviews.
LS
Luxedesignsco S.
Sep 9, 2026
Accounting and Finance Analysis
Great Talent to work with. Will work with him again when we need more FP&A Services!
KB
Khady B.
Sep 4, 2026
Excel Automation for Monthly Accounting Review Pack
MC
MJ C.
Aug 21, 2026
Excel Expert for Financial Modeling - Need done today
AA
Alia A.
Aug 2, 2026
dashboard
Great experience. Understood the vision behind the project and proposed creative improvements that made the final result even better than I had imagined. Highly professional, easy to work with, and delivered excellent quality. I would definitely work with Romani again
BW
Brian W.
Jul 13, 2026
Excel QA Tool on Calibration Data
My experience with Romani has been the most pleasant. He does very good work with a vision to bring your ideas to light. he made sure at every turn that all the requirements were met with swift responses. I will always use him for my projects.
About Romani
Financial Modeler & FP&A Specialist | Excel, Power Query & Forecasting
100%
Job Success
Minya, Egypt - 7:04 pm local time
Most standard models are fragile, static "black boxes" that break the moment real-world data changes. With 6+ years of hands-on experience and 66+ completed client engagements, I bridge the gap between strict financial rigor and advanced data engineering to build work that is accurate, clean, and built to last.
What I build for you:
📊 Financial Modeling & Forecasting
✅ 3-Statement Models: P&L, balance sheet, and cash flow with monthly and annual views
✅ Valuation & M&A: DCF valuation and LBO models for fundraising and investor presentations
✅ Cash Flow Management: 13-week rolling cash flow forecasts and short/long-term liquidity planning
✅ Startup Models: Built with dynamic drivers, scenario planning, and investor-ready outputs
✅ Corporate FP&A: Multi-currency P&L consolidation with budget vs. actual variance tracking
⚙️ Data Automation & Systems
✅ Advanced Automation: Eliminating manual reporting using Power Query and VBA macros for heavy data processing
✅ Executive Dashboards: KPI reporting and visual analytics built in Power BI, Looker Studio, and dynamic Excel interfaces
✅ Software Integration: Piping raw data from QuickBooks, Xero, CRMs, APIs, and CSV exports into a single reliable model
✅ Google Sheets Workflows: Custom systems for operations coordination, tracking, and automated reporting
Why clients keep coming back:
✅ Work that holds up long after delivery — clean structure, documented logic, no black boxes
✅ I go beyond the brief — adding automation, sensitivity checks, and extra features wherever they add value
✅ Clear communication throughout: no surprises, regular updates, fast responses
✅ I enjoy untangling messy data and complex challenges — the harder the problem, the better
🏆 What clients say 🏆
⭐⭐⭐⭐⭐ "Romani is exactly what our finance function needs. He transforms our raw QuickBooks and eCommerce sales data into executive dashboards, 3-statement financial models, rolling 13-week cash flow forecasts, and scenario-based budgeting across our Amazon, Shopify, and Etsy channels."
⭐⭐⭐⭐⭐ "Romany did thorough work in reverse-engineering and documenting a complex financial model used by a large bank for regulatory compliance. He met all deadlines and we are very pleased with the results."
⭐⭐⭐⭐⭐ "Romany went above and beyond — moving heaven and earth to deliver a dynamic Excel dashboard that exceeded all expectations."
⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process."
Core tools & technologies
Financial Modeling · DCF & LBO Valuation · 3-Statement Models · Cash Flow Forecasting · Scenario & Sensitivity Analysis · Budgeting & P&L Analysis · Excel · VBA & Macros · Power Query · Power BI · Looker Studio · Google Sheets · Dashboard Design · KPI Tracking · Data Automation · QuickBooks · Xero
If you have a project — whether it's a financial model, a reporting automation, a dashboard overhaul, or a tricky macro — send me a message and let's talk through what you need.
Steps for completing your project
After purchasing the project, send requirements so Romani can start the project.
Delivery time starts when Romani receives requirements from you.
Romani works on your project following the steps below.
Revisions may occur after the delivery date.
Project Kick-off & Detailed Requirements Gathering:
Confirm scope & objectives. Deep dive into KPIs (call performance, activity, behavior). Discuss filtering ( success, abandons, products, locations), trend tracking, Clarify aesthetics & data format/frequency.
Data Collection & Preparation:
Client provides raw call center data (logs, reports, interactions). Data is then cleaned, transformed, and consolidated from all sources into a single, accurate, and consistent format for dashboard integration.