Custom Sales & Call Tracking Dashboard

Custom Sales & Call Tracking Dashboard (Admin & Company Views)

Overview:We need a custom dashboard solution with two distinct views—Admin View and Company View—to track sales performance, call outcomes, and revenue data over customizable date ranges.

Project Requirements:

1. Dashboard Views

Company View:
Displays overall company performance (no sales rep-specific data).
Date range filters: Most recent 45, 90, 120 days and a custom date range search option
Metrics to display:
Total booked strategy session calls
Total attended strategy session calls
Show rate
Total sales revenue
Revenue per booked call
Total deposits
% of deposits per booked call
Total Paid in Full transactions
% of deposits to Paid in Full transactions

Admin View:
Displays all the same metrics as Company View plus data broken down by individual sales rep.
Ability to sort and rank coaches by any metric (e.g., highest sales revenue, most booked calls, etc.).
Displays data for each sales rep and the total for each metric

2. Data Sources & Integration

Booked Calls Tracking:
Strategy Session call are booked via Go High Level (GHL). Assigned to a sales rep based on availability.
Each booked call and the attendee must be linked to the correct coach and scheduled date of the call.
Sales Transactions:
Captured via Google Form and stored in Google Sheets (“Sales Registry”).
Must connect customer sales transactions to specific sales rep and date.
Transactions include: deposit, additional payment, or Paid in Full.
Only count sales, deposits and “paid in full” transactions if the customer's booked strategy session call took place within the selected date range.
Cancellations & Reschedules:
If a scheduled call is canceled, it must be removed from that coach’s total booked calls.
If rescheduled to a different coach, reassign appropriately and update call date.

3. Technical & UI Requirements
Mobile-optimized, user-friendly dashboard interface.
Admin View: full access to all data.
Company view: limited to company-wide summary only. (No individual sales rep data)
Admin view and Company view are separate from each other. The Company view link will have no access to see the Admin view
password protection for both the Admin View and the Company View
Real-time or near real-time updates from data sources.

Deliverables:
Fully functional dashboard with Admin and Company views.
Data integration and automation from GHL, and Google Sheets.
Clear documentation for dashboard use and maintenance.

Budget for project is $750
Time is of the essence. We need this completed within 4 days.
A $250 bonus will be paid if the job can be completed in less than 4 days
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