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
32 reviews
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RM
Rupanshu M.
May 31, 2026
Urgent Requirement – Excel & Databook Expert Needed (Immediate Start)
SS
Shenique S.
Apr 14, 2026
Google Dashboard
Romani was an absolute pleasure to work with and exceeded every expectation we had for this project. He helped us successfully build both an Accounts Receivable (AR) dashboard and a Cancellation Dashboard using Google Sheets tools that are already making a significant impact on how we track and manage our revenue.
What stood out most was his attention to detail and commitment to delivering high-quality work. He took the time to truly understand our business needs and translated that into clean, functional, and easy-to-use dashboards.
Communication was always clear and consistent, and he stayed on track with timelines from start to finish no delays, no confusion, just solid execution.
If you’re looking for someone who is reliable, detail-oriented, and genuinely invested in the success of your project, Romani is that guy. We would absolutely work with him again.
What stood out most was his attention to detail and commitment to delivering high-quality work. He took the time to truly understand our business needs and translated that into clean, functional, and easy-to-use dashboards.
Communication was always clear and consistent, and he stayed on track with timelines from start to finish no delays, no confusion, just solid execution.
If you’re looking for someone who is reliable, detail-oriented, and genuinely invested in the success of your project, Romani is that guy. We would absolutely work with him again.
MS
Martin S.
Mar 27, 2026
Excel sheet creation
TS
Timothy S.
Mar 14, 2026
Macro and dashboard data check and data perfect!
DT
Danny T.
Jan 29, 2026
excel consultant
Great service,
About Romani
Financial Modeler | Excel Expert | DCF & Startups
100%
Job Success
Minya, Egypt - 3:04 pm local time
With 6+ years of hands-on experience and 35 five-star reviews on Upwork, I specialize in work that is accurate, clean, and built to last.
⭐ What I build for you ⭐
✅ 3-statement financial models (P&L, balance sheet, cash flow) with monthly and annual views
✅ DCF valuation and LBO models for fundraising, M&A, and investor presentations
✅ 13-week rolling cash flow forecasts and short- and long-term liquidity planning
✅ Startup financial models with dynamic drivers, scenario planning, and investor-ready outputs
✅ Multi-currency P&L consolidation with budget vs. actual variance tracking
✅ Advanced Excel automation using Power Query and VBA to eliminate manual reporting
✅ Macro development — formatting automation, data processing, graph creation, membership reports
✅ Executive dashboards and KPI reporting in Power BI, Looker Studio, and Excel
✅ Google Sheets systems: CRM tracking, lead follow-up tools, operations coordination
✅ Integration of QuickBooks, Xero, CRMs, APIs, and CSV exports into a single reliable model
⭐ 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 🏆
⭐⭐⭐⭐⭐ "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. He truly understood the brief, worked with a can-do attitude, and delivered results that wowed the entire team."
⭐⭐⭐⭐⭐ "Romani is very solution oriented and communicates clearly throughout the process. He shows strong patience and a calm approach when handling complex requirements, and he genuinely cares about delivering quality."
🛠️ 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.