We’re building a high-performing sales and revenue tracking dashboard for a rapidly growing ISO (Independent Sales Organization) operating in high-risk verticals (e.g. cannabis, peptides, psilocybin, subscription e-commerce).
The Excel version is already created with all key tabs — we now need an expert to:
What You’ll Do:
• Convert Excel into a polished Google Sheets dashboard
• Clean up formulas and add calculated fields (e.g. ROI %, capital allocation, revenue growth)
• Create visual charts: monthly revenue, volume growth, referral partner metrics
• Add dropdowns, status indicators, and conditional formatting
• Optional: Add Google Sheets automations or basic App Script triggers (e.g., alerts, email reminders)
• Optional: Create shareable dashboard views for partners or internal stakeholders
Ideal Candidate:
• Strong background in financial modeling, sales ops, or startup SaaS dashboards
• Skilled with Google Sheets automation, scripting, and clean UI/UX layouts
• Bonus: Familiarity with ISO/payments, high-risk merchant tracking, or SaaS metrics
Budget:
• Flat rate preferred: $150–$300 (depending on scope)
• Please include samples or screenshots of past dashboards you’ve built
