You will get Custom CRM Dashboards to Show Real-Time Sales & Revenue KPIs
Project details
If your CRM dashboards are confusing, inaccurate, or missing key metrics, we will rebuild your reporting system so you get clear, reliable visibility into your revenue engine. Most companies struggle with reporting because their CRM data is inconsistent. Stages are misaligned, fields are duplicated, and dashboards pull from sources that do not reflect reality. We fix that first, then build accurate executive dashboards you can use to run your business.
You will get a clean data foundation, mapped KPIs, and dashboards that show real-time performance across pipeline, revenue, and team activity. We validate all metrics against historical data and provide a full walkthrough so your team knows exactly how the system works. The final result is reporting you can trust and dashboards that finally match what is happening in your business.
You will get a clean data foundation, mapped KPIs, and dashboards that show real-time performance across pipeline, revenue, and team activity. We validate all metrics against historical data and provide a full walkthrough so your team knows exactly how the system works. The final result is reporting you can trust and dashboards that finally match what is happening in your business.
Data Tool
Google SheetsWhat's included
| Service Tiers |
Starter
$1,000
|
Standard
$1,800
|
Advanced
$3,000
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 14 days |
Number of Revisions | 1 | 2 | 2 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$200 - $500
Additional Dashboard View
(+ 2 Days)
+$350
KPI Definitions & Reporting Framework
(+ 1 Day)
+$250Frequently asked questions
About Oriol
Revenue Growth Engineer | Clay.com Expert | RevOps & CRM Automation
Barcelona, Spain - 7:34 pm local time
💡 Right now, we’re offering underpriced system builds here on Upwork while we collect client reviews and proof for this channel. You’re getting the same work we deliver to larger clients, at a fraction of our direct pricing.
We've helped dozens of tech and service companies clean, automate, and scale their GTM engines, cutting admin time by 60% and increasing total revenue generated through smarter systems and cleaner data.
Most teams aren’t broken, they’re buried in busywork.
SDRs still researching leads manually.
CRMs full of duplicates and bad data.
Hot leads going cold because routing is slow or missing.
Reps wasting hours on admin instead of selling.
We fix that.
I design and deploy revenue systems that automate your GTM workflows end-to-end:
CRM Cleanup & Optimization → Clean data, better visibility, faster reporting
Clay Workflows & Data Infrastructure → Enrichment, lead scoring, routing, and attribution
RevOps Automations → Smart triggers for renewals, upsells, and lifecycle management
Dashboards & Reporting → Live revenue insights with zero spreadsheet exports
Think of it as building your GTM engine, but without adding more people.
We’ve implemented these systems for fast-growing teams across the US, UK, and Europe, from SaaS startups to consultancies, helping them scale smarter, not harder.
If you want to audit or automate your GTM workflows, click “Invite to Job” or send a message, and I’ll reply personally with a custom plan.
Steps for completing your project
After purchasing the project, send requirements so Oriol can start the project.
Delivery time starts when Oriol receives requirements from you.
Oriol works on your project following the steps below.
Revisions may occur after the delivery date.
KPI intake and CRM audit
We review your CRM structure, fields, lifecycle stages, and current dashboards. We confirm the KPIs you need and identify what must be cleaned or mapped before building accurate reporting.
Data cleaning and field mapping
We clean fields, fix naming inconsistencies, update lifecycle stages, and map reliable data sources so KPIs and reports are accurate.