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Dashboard Developer Needed: Real-Time Marketing Scorecard Integration with JobNimbus CRM
Project Overview: We're seeking an experienced dashboard developer to create an automated marketing performance tracking system for Schoenherr Roofing. We have comprehensive documentation detailing our current manual scorecard process, and we need to transform this into a real-time, automated dashboard solution that pulls data directly from our JobNimbus CRM. Project Scope: Dashboard Development Create a real-time marketing scorecard dashboard based on our detailed specifications Implement all metrics, calculations, and visualizations from our existing scorecard methodology Design responsive interface accessible on desktop and mobile devices JobNimbus Integration Set up secure API connection to JobNimbus CRM Configure real-time or scheduled data synchronization Map all required fields from JobNimbus to dashboard metrics Key Metrics to Track: Lead generation and source performance Appointment setting rates (current month and future) Estimate conversion rates Sales close rates and revenue Cost per lead/appointment/estimate/sale Marketing ROI by source Automated Reporting Daily summary emails Weekly performance reports Monthly comprehensive scorecards Quarterly trend analysis Customizable refresh intervals Technical Requirements: Experience with JobNimbus API or similar CRM integrations Proficiency in dashboard platforms (Power BI, Tableau, Looker, or custom solutions) Strong background in data visualization and business intelligence Ability to implement complex calculations and date-based filtering Experience with automated email reporting systems Deliverables: Fully functional dashboard matching our scorecard specifications Documentation for dashboard maintenance and updates Training materials for our team 30-day support period post-launch