Google Sheets Automation for Multi-Agent Sales Dashboard System

Job Description

Project Objective:
We are looking to hire a Google Sheets automation expert to build a fully functional, real-time multi-agent sales reporting system. The system should enable sales agents to simply input raw data, while all performance metrics, dashboards, and analytics are automatically calculated and centralized in a Super Admin dashboard.

The primary goal is to eliminate manual reporting from agents and give both agents and admins automated, real-time performance visibility through dynamic dashboards and charts.

Expected Outcome:
Each sales agent will have their own Google Sheet to input data.

A centralized Super Admin dashboard will automatically pull and process all data from agent sheets.

All key metrics, performance analytics, and visual dashboards should update in real time.

Agents will not be required to generate or manage any reports.

Admins will have complete access to monitor performance, conversion trends, and lead source data.

Each agent will also have access to a personal dashboard showing only their data and performance summary.

Project Scope:
1. Agent Sheets:
Each agent has a separate Google Sheet file (not just a tab).

Data entry is manual — agents fill in raw lead/sales data only.

Google Workspace is not used. Agents will use personal Gmail accounts.

Each sheet includes:

A raw data entry tab

A dynamic, auto-updating dashboard showing performance metrics and visualizations based only on their data

2. Super Admin Sheet (Master Sheet):
Centralized dashboard for Super Admins and Sales Managers.

Automatically aggregates data from all agent sheets.

Key features:

Full database of all entered leads across agents

Automatically calculated KPIs, such as:

Total messages, prospects, leads, and conversions

CPM, CPL, CAC, ROAS

Average ticket size, total ticket amount

Conversion rates and time to convert

Monthly breakdowns

Lead source and ad set performance

Visual reports using:

Pie charts

Bar charts

Line graphs

Filters for:

Monthly view

Agent-wise comparison

Timeline tracking

Fields Entered by Agents:
Contact No.

Email

Parent Name

Student Name

Subjects

Grade

Month

Lead Source

Agent

Status

Conversion Month

Ad Set

Comments

Day when the lead came in

Trial Date

Invoiced Date

Converted Date

Ticket (Total Amount)

Fields Automatically Calculated:
Total Messages

Total Prospects

Total Leads

Total Conversions

Total Ad Spend (only Admin enters this)

CPM

CPL

CAC

Ticket Average

Total Ticket Size

ROAS

Time durations (Initial Contact to Trial, Trial to Invoicing, Invoicing to Conversion, Total Days to Convert)

Features Required:
Real-time syncing between all sheets

No reporting required from agents

Central dashboard with agent-wise and overall summaries

Agent-specific dashboards inside their own sheets

Clean and interpretable charts and tables

Monthly and agent-wise filters

Scalable design (easy to onboard new agents)

Access Control:
Agents: Access and edit only their own sheet

Sales Managers: Access their respective agents’ sheets and the Grand Sheet

Super Admin: Full access to all sheets and dashboards

Timeline:
We would like the project to be completed within 7 to 10 days from the start date.

What We Will Provide:
Agent list and their email addresses

Exact field structure and data entry formats

Access to sample sheets for testing

Monthly ad spend data (entered manually by Admin)

Ideal Candidate:
Proven expertise in Google Sheets and Google Apps Script

Experience in building real-time reporting dashboards

Understanding of sales KPIs and lead pipelines

Can deliver clean, scalable, and user-friendly solutions

Good communication skills and attention to detail

Job Skills

Google Sheet

Who Applied Average Bid: $69.78

Work History