Google Sheets: Lead Disposition Revamp & Dashboard

@daniyal3214

Hello, I am an experienced Google Sheets and Excel expert holding years of experience with required expertise to perfectly handle this project. I am also available to start on an immediate basis. To make your hiring decision easier, I can share the limited version. before you hire and then you can decide if this fulfills your needs or not. I am an experienced Google Sheets and Excel professional with years of experience in all the tools of Google Sheets and Excel including Visual Basic, Automation, Data Analysis, Complex Formulas, Calculations, Analysis, Financial Modeling etc. Lets discuss more in detail about my previous similar experience and how I am highly suitable for this project. I will be happy to share my portfolio of similar work performed in past.

@purplemaestro

Hi, I'm a skilled Google Sheets expert with experience in data organization and dashboard creation. I can revamp your lead disposition system and build an intuitive dashboard with clear bid tracking. I'll ensure accurate data entry, automate key processes, and provide a user-friendly interface. I'm available to start immediately and can deliver a polished solution within your timeline. Let me know if you'd like to discuss further.

@ameenulhaq66

Hi Robert, Thank you for considering my proposal for the Google Sheets project. I have over 8 years of experience in Excel and have worked extensively on similar projects involving data manipulation, validation, and dashboard creation. I have carefully reviewed the project requirements and am confident in my ability to revamp the lead disposition sheet and create a client reporting dashboard as per your specifications. I am proficient in data validation, pivots, and creating visually appealing and functional dashboards. I would love to discuss this project further with you in a chat to understand your specific needs and how I can best assist you in achieving your goals. Regards

@sareheshak

I can develop fully dynamic visualization Sheet v2 that will provide clear insights tailored to your needs About me ADVANCE Spreadsheet , more 10 years experience I am a CERTIFIED VBA Programming

@ShaikhAneesa

Hello, I have reviewed the project details and fully understand the need to rework your lead disposition sheet while building a clean, automated client reporting dashboard in Google Sheets. I have extensive experience designing complex Sheets systems for lead management, reporting automation, and executive dashboards, and I can handle both the data restructuring and analytics layer with precision. I will first create Disposition Sheet v2 as a safe copy, implementing structured data validation with dependent dropdowns using Google Sheets formulas and named ranges. I will enforce conditional logic so reasons and notes are required only when applicable, and migrate historical data from the legacy dropdown into the new Stage and Reason fields without breaking existing records. The logic will be transparent and easy to maintain. Next, I will build a separate reporting dashboard using IMPORTRANGE, QUERY, pivot tables, and charts to deliver scorecards, funnel views, rejection root cause analysis, aging metrics, and automated QC exceptions. The dashboard will be protected, printable, and client ready. Would you like the dashboard optimized for weekly client reviews or real time internal monitoring so I can tailor the visual layout accordingly? Lets chat and discuss further! Best Regards, Aneesa.

@vikrant12112

Hi , I have gone through your project, Google Sheets: Lead Disposition Revamp & Dashboard, and I am ready to start working as soon as you confirm. I offer best quality and highest performance at a reasonable price, with on-time delivery. I’m well-versed in PHP, Python, CSS, HTML, JavaScript, jQuery, Bootstrap, Angular, AJAX, Laravel, WordPress, PHP, Data Management, Software Architecture, HTML, Google Sheets, Excel, Data Visualization and Data Analysis. I am checking your attachment, I'll update you shortly... I’d love to discuss the project further to ensure we’re aligned on the scope, timeline, and deliverables. Please let me know a convenient time for us to connect, and I’ll be happy to accommodate. Looking forward to hearing from you soon

@koolvishruth

Hello,I have 8 years of experience in Google Sheets,Data Analysis.I can work & deliver as mentioned.I would like to connect via chat to know more in detail

@toriquldev123

Hello Dear! I write to introduce myself. I'm Engineer Toriqul Islam. I was born and grew up in Bangladesh. I speak and write in English like native people. I am a B.S.C. Engineer of Computer Science & Engineering. I completed my graduation from Rajshahi University of Engineering & Technology ( RUET). I love to work on Web Design & Development project. Web Design & development: I am a full-stack web developer with more than 10 years of experience. My design Approach is Always Modern and simple, which attracts people towards it. I have built websites for a wide variety of industries. I have worked with a lot of companies and built astonishing websites. All Clients have good reviews about me. Client Satisfaction is my first Priority. Technologies We Use: Custom Websites Development Using ======>Full Stack Development. 1. HTML5 2. CSS3 3. Bootstrap4 4. jQuery 5. JavaScript 6. Angular JS 7. React JS 8. Node JS 9. WordPress 10. PHP 11. Ruby on Rails 12. MYSQL 13. Laravel 14. .Net 15. CodeIgniter 16. React Native 17. SQL / MySQL 18. Mobile app development 19. Python 20. MongoDB What you'll get? • Fully Responsive Website on All Devices • Reusable Components • Quick response • Clean, tested and documented code • Completely met deadlines and requirements • Clear communication You are cordially welcome to discuss your project. Thank You! Best Regards, Toriqul Islam

@jackson325

Hello, I understand you need a revamped lead disposition sheet along with a comprehensive client reporting dashboard using Google Sheets. Having successfully completed similar projects, I've enhanced lead management systems by implementing structured data validation and creating dynamic dashboards that provide insights with clarity. ✅My Plan: - Create a copy of your existing disposition sheet, ensuring the original remains intact. - Normalize dispositions by establishing dropdown menus for stages and reasons, integrating mandatory notes for specific cases. - Migrate historical data into the new structure while maintaining legacy info. - Build a separate reporting dashboard that utilizes IMPORTRANGE to pull data from the revamped sheet, including comprehensive scorecards and charts. - Ensure a clean, printable design with protected formulas to maintain data integrity. Could you clarify if there are any specific visual styles you prefer for the reporting dashboard? Also, would you like real-time updates to the dashboard? Best regards, Hongqiang Chen

@MSaadJaved

Hello Robert G., I will copy your sheet and build Disposition Sheet v2: add Disposition Stage dropdown and conditional Disposition Reason (visible when Stage=Rejected), require notes for Rejected and Reversed (include “Reversed from: …”), migrate historical rows while keeping the legacy column, and normalize data. Then I’ll create a protected client dashboard in a new Sheet using IMPORTRANGE with a scorecard, funnel breakdown, Pareto + trend rejection charts, aging bins (24/48/72), and an exceptions/QC table. I’ve built similar lead-funnel dashboards, pivots and IMPORTRANGE reports. I can implement data validation, pivots, charts and formula protection. Please inbox me to discuss details and access. Regards, Saad J.

@TheSecondSource

Warm greetings, this project is a perfect fit for structuring lead data and building a clean, actionable client dashboard that supports decision-making and quality control. We are a team of 62 professionals with over 9 years of experience designing Google Sheets workflows, dashboards, and data validation systems for sales and marketing pipelines. We specialize in normalizing data, automating reporting, and creating clean, printable dashboards that clients can rely on. Here's how we can help: * Rework your Disposition Sheet: create a v2 copy with Stage and Reason dropdowns, notes validation, and historical data migration while preserving the legacy column * Implement data validation, conditional notes, and rules for Rejected and Reversed dispositions * Build a separate Client Reporting Dashboard in Google Sheets using IMPORTRANGE from v2 * Include scorecards, funnel breakdowns, rejection root-cause charts (Pareto + trend), aging metrics, and QC tables for exceptions * Ensure clean, printable design with formula protection and error-proof pivots * Provide examples of similar Sheets projects demonstrating dashboards, reporting, and data validation To align fully, can you confirm the total number of leads in the historical data, the frequency of new updates, and whether you want real-time dashboard refresh or manual updates via IMPORTRANGE?

@GdevDataSceince

Hi there, I am a Data Scientist,I specialize in advanced data visualization and reporting using Power BI, DAX formulas, Tableau, and Looker Studio to transform raw data into meaningful insights. My expertise includes creating custom dashboards, KPI tracking, interactive reports, and automated data models that help businesses make data-driven decisions with clarity. With strong command over DAX calculations, drill-through reports, and cross-platform integration, I ensure accuracy and actionable outcomes. I focus on delivering clean, visually appealing, and performance-optimized dashboards tailored to your business goals. My commitment is to provide scalable, insightful, and user-friendly solutions that empower stakeholders and enhance decision-making. Let's discuss this further via chat, and I'll start your project right now. Thank you. Gdev

@maximg10

⭐Hi, I’m ready to assist you right away!⭐ I believe I’d be a great fit for your project since I have extensive experience in working with Google Sheets, data validation, and building detailed dashboards for client reporting. My technical expertise in HTML, PHP, and data visualization will ensure a seamless revamp of the disposition sheet and the creation of the client reporting dashboard. I have successfully worked on similar projects involving the restructuring of lead disposition processes and developing complex reporting systems. By normalizing dispositions, adding dropdowns for stages and reasons, and including detailed notes, I can enhance the accuracy and efficiency of your lead management. This project addresses your pressing needs by streamlining lead disposition tracking, providing insightful analytics, and ensuring data accuracy for better decision-making. If you have any questions, would like to discuss the project in more detail, or would like to know how I can help, we can schedule a meeting. Thank you. Maxim

@maryam951

Hello Robert G., I am Maryam Abbas, a seasoned freelancer with 4 years of experience in PHP and HTML. I have carefully reviewed your project requirements regarding revamping the lead disposition sheet and creating a client reporting dashboard in Google Sheets. To achieve this, I will first create a new version of the disposition sheet with normalized dispositions and migrate historical data accordingly. Additionally, I will develop a separate client reporting dashboard that includes various metrics like lead scorecard, rejection root-cause charts, aging analysis, and an exceptions table. I have a proven track record of delivering successful projects and possess expertise in data validation, pivots, and creating interactive dashboards. You can review my portfolio here: https://www.freelancer.pk/u/maryam951 Let's discuss your project further. Best regards, Maryam Abbas

@piyushg200

⚠️ If you’re not happy, you don’t pay ⚠️ Hello, My risk reversal guarantee stems from successfully transforming numerous lead disposition sheets similar to yours. Using Google Sheets, I'll revamp your Disposition Sheet into v2, splitting dispositions into clear dropdown options and ensuring data integrity. As a Senior Web Developer, I recently built a complex data visualization system using Tableau, displaying real-time sales analytics for a large e-commerce platform. Project Phases: 1. Audit and rework disposition sheet 2. Build client reporting dashboard 3. Testing and final delivery Can we clarify if the rejected Stage requires a multi-select dropdown for the Reason field? Best regards, Piyush Gupta Senior Web Developer | Data Visualization Expert

@Ivanor1505

Hi, you need a safer v2 of your lead sheet where dispositions are split into Stage and Reason, and the rules enforce clean data, then a separate client dashboard that reads only from v2 and stays printable. The main risk is breaking your inbound lead feed or losing history, so v2 should be a copy with the legacy column preserved and a one time migration that maps old values into the new fields. I would build Stage and conditional Reason validation, add required notes rules for Rejected and Reversed, then migrate historical rows with an auditable mapping so nothing is lost. After that, I’d create a new reporting sheet with IMPORTRANGE, scorecards, rejection Pareto and trends, aging flags, and a QC table for missing notes and bad reversals, with protected formulas. I’ve built similar lead dashboards where strict validation reduced client errors fast. Next step is access to the current sheet so I can read the existing disposition values.

@habib1433

Hello, I can help you rework your lead disposition sheet and build a clean client reporting dashboard in Google Sheets. I have solid experience with data validation, dropdown logic, historical data migration, IMPORTRANGE setups, pivot-based reporting, and professional dashboards that are accurate and easy to read. I have worked on similar Sheets projects involving lead tracking, disposition normalization, QC checks, and client-ready reporting, and I can deliver a clean, protected, and printable setup without touching your original sheet. Feel free to message me to discuss the details and get started right away. Kind regards, Habib

@mayankinnovative

Hello, INCONSISTENT LEAD TRACKING AND LIMITED VISIBILITY Your current Google Sheets setup lacks a clear structure for handling lead dispositions and visual insights, making it hard to understand lead progress, agent performance, and key conversion metrics. Without a refined system and dashboard, tracking leads becomes manual, error-prone, and unfocused. REVAMP LEAD DISPOSITION WORKFLOW & BUILD DASHBOARD I will restructure your **lead disposition sheet** with standardized status categories, automation formulas, dropdowns for consistent entry, and dynamic rules that minimize manual edits. I’ll also design a clean, interactive dashboard that highlights lead counts by status, conversion rates, agent activity summaries, and trend views so insights are visible at a glance. CLEAR INSIGHTS AND STREAMLINED LEAD MANAGEMENT You will receive a polished Google Sheets solution that simplifies lead tracking and offers a visual dashboard to monitor performance metrics. The final setup will improve consistency across entries, make analysis easier, and help you quickly identify bottlenecks or high-performing channels. Thanks

@thomasb726

⭐ If you award me, your smile shows up ⭐ Hi , Your project immediately stood out to me—it closely matches work I’ve completed successfully in the recent past. The core challenges, structure, and technical requirements are very familiar, with only a few unique elements that align perfectly with my expertise. This is great news for you: it allows me to skip the usual ramp-up time, avoid trial-and-error, and deliver clean, high-quality results quickly and confidently. I bring hands-on experience with HTML, Data Analysis, Data Visualization, Data Management, Excel, PHP, Google Sheets and Software Architecture, along with proven workflows and best practices refined through multiple similar projects. You can view a directly relevant example in my portfolio here: https://www.freelancer.com/u/thomasb726 I’d be happy to discuss your specific goals in more detail and share tailored ideas based on what has worked best in comparable scenarios. Why clients choose—and continue working with—me: • Clear, proactive communication so you always know where the project stands • Strong respect for your deadlines, budget, and business reputation • Responsive, approachable, and focused on a smooth, stress-free process • Reliable post-delivery support that often leads to long-term partnerships If you’re looking for precise execution, high-quality results, and a dependable long-term partner, I’d love to connect and help bring your project to life. Best regards, Tom