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Metabase Loan Dashboard

We've recently brought on a new lending CRM system with a built-in Metabase analytics tool. I need help converting 6-10 of our previous reports (all manually built in Excel) to an automated dashboard inside of Metabase. If this shorter-term project goes well, I'd like to explore building additional reporting functionalities and integration into our HubSpot/Gsheet accounts. We are a financial services nonprofit that provides loans to small businesses.