EspoCRM Developer Needed

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  • toluwaniyi
    Junior Member
    • Apr 2022
    • 9

    EspoCRM Developer Needed

    We need an EspoCRM developer to make the following customizations for us

    1. Customize Kanban Board to display the full form of opportunity (custom fields) when an Opportunity is moved from one stage to another.

    2. Customize Kanban Board to prevent linear movement of Opportunities across each stage (column) without filling all required fields.

    3. Reporting and Analytics
    a. Conversion rate per sales rep at a given time [Lead to Opportunity]
    b. Conversion rate per sales rep at a given time [Opportunity to Closed Won]
    c. Conversion rate per team at a given time [Lead to Opportunity]
    d. Conversion rate per team at a given time [Opportunity to Closed Won]
    e. Conversion rate of Team at a given time
    f. Number of opportunities per sales rep per stage at a given time
    g. Number of opportunities per stage for Team at a given time
    h. Lead/Opportunity time or rate of closing per sales rep
    i. Average time in moving a Lead from one stage to another per sales rep
    j. Average time in moving a Lead from one stage to another for each team
    k. Percentage of deals lost at each opportunity stage/column per sales rep
    l. Percentage of deals lost at each opportunity stage/column for each team

    Note - The reporting data points should be able to be filtered by dates.
    We have purchased the Advanced Pack Extension.


    The developer must have experience in the customization development of Espo.

    I'll be ready to answer any questions for further clarifications.
  • deepvyas
    Junior Member
    • Apr 2019
    • 22

    #2
    Hi Toluwaniyi ,
    I can assist you on the customization needed.
    Please connect further to discuss task


    Regards
    Deep

    Comment

    • toluwaniyi
      Junior Member
      • Apr 2022
      • 9

      #3
      Hi Deepvyas,

      I'll like us to speak. What is your best form of communication so that I can discuss this with you and get this done?

      Regards.

      Comment

      • deepvyas
        Junior Member
        • Apr 2019
        • 22

        #4
        Hi toluwaniyi ,
        Sure we can connect over zoom or skype which ever best suits you.
        Check you inbox once for meet link shared.

        Regards
        Deep

        Comment

        • henryyy
          Junior Member
          • Jan 2021
          • 2

          #5
          Hello toluwaniyi ,

          I would be glad to work with you on this if the requirement is still vacant.

          Please reach me at Henry@cisinlabs.com or connect me over on skype for quick chat.

          Regrds,
          Henry P
          Skype: live:.cid.dc5377d1a462c5b4

          Comment

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