CSV Sales Dashboard Starter
Build a starter dashboard from CSV sales/order/payment data with agreed metrics and simple visualizations.
Reporting checklist
Dashboard Source Of Truth Checklist
Choose the metric owner, source data, refresh path, filters, definitions, and handoff notes before building a Looker Studio, CRM export, CSV, or Google Sheets dashboard.
Define the business question first
- Write the decision the dashboard should support, such as sales review, lead follow-up, campaign tracking, or customer handoff.
- Name the person who owns the number and the person who acts on it.
- Avoid adding charts until metric definitions are clear.
Confirm the source of truth
- Identify the source file, CRM export, Google Sheet, ecommerce report, or dashboard dataset.
- Define date fields, statuses, revenue fields, pipeline stages, owners, and exclusions.
- Record when the data refreshes and who is responsible for updating it.
Check metric definitions
- Write plain-language definitions for leads, opportunities, sales, refunds, failed payments, booked calls, revenue, and conversion rates.
- Check filters and date ranges before comparing tools.
- Keep a handoff note for assumptions and known data gaps.
Choose the next gig
- Use AI-093 for a CSV sales dashboard starter.
- Use AI-094 for a CRM export search and dashboard demo.
- Use INT-090 for CRM to Google Sheets reporting automation.
Fixed-scope next steps
Related gigs for this problem.
CRM Export Search And Dashboard Demo
Create a searchable CRM export dashboard using sanitized CSV data and agreed fields.
CRM To Google Sheets Reporting Automation
Set up or specify one CRM-to-Google-Sheets reporting workflow for agreed fields and update pattern.