Data & Reporting

CRM Reporting Automation

Automated performance reports and KPI calculations with Google Sheets, SQL and Zoho Analytics.

An automated reporting system that combines CRM and call center data. With consultant-level analyses, date-based KPI calculations and data matching automations, performance reports stay up to date without manual effort.

Highlights

Automated performance reports.
Consultant-level analyses.
Date-based KPI calculations.
Data matching automations.

Technologies used

Google Sheets
SQL
Zoho Analytics