Google Sheets Wizard Needed to Polish and Automate ISO Sales Dashboard (Finance/SaaS Focus) - Contract to Hire
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
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