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Power Automate Workflows + Power BI Sales & Event Dashboards Project Description We are looking for an experienced Power BI / Power Automate specialist to support the implementation of automations and reporting for our SharePoint-based LeadHub system. The project includes: 1. Power Automate Workflows Automatic creation of leads from website emails into a SharePoint LeadHub list Sales funnel follow-up reminders Event preparation workflows Post-event follow-up workflows 2. Power BI Sales Dashboard Reporting for leads, sales pipeline, funnel stages, and forecasted order intake. 3. Power BI Event Performance Dashboard Event ROI reporting including leads generated, pipeline volume, and estimated order intake. Our system is based on SharePoint Lists (LeadHub + Event Calendar) connected via event references. All functional requirements, KPIs, workflow logic, and technical details are described in the attached briefing document. Requirements Strong experience with Power BI Experience with Power Automate Experience with SharePoint / Microsoft 365 Ability to implement workflows and reporting based on the provided specification Project Start: ASAP Please review the attached briefing for full technical requirements before submitting a proposal.
Proje No: 40277886
69 teklifler
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Son aktiviteden bu yana geçen zaman 9 gün önce
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69 freelancer bu proje için ortalama $477 USD teklif veriyor

Hi, I have strong experience working with Power BI, Power Automate, and SharePoint within Microsoft 365 environments, and I can efficiently implement the workflows and dashboards for your LeadHub system. I will configure automated lead capture from website emails into your SharePoint LeadHub list, set up sales follow-up reminders, and implement event preparation and post-event workflows. I will also build clear Power BI dashboards for sales pipeline tracking, funnel stages, forecasted order intake, and event ROI performance using your SharePoint data. My focus is clean automation logic, accurate SharePoint integration, and dashboards that give real insight into leads, pipeline progress, and event performance. I’m available to start immediately and can begin as soon as I review the briefing document. Looking forward to working with you.
$650 USD 7 gün içinde
6,8
6,8

Hello, With a comprehensive understanding of the technical needs outlined in your project, I am confident that our team at Live Experts can provide the perfect solution for your Power BI and Power Automate needs. My name is Mirza Muhammad, and we have a proven track record in delivering high-quality work. Our expertise in Data Visualization and Excel has laid the foundation for our solid proficiency with Power BI. Additionally, as a professional sworn to transforming ideas into reality, I guarantee utmost satisfaction with every project we undertake. To demonstrate our capability to meet your needs, we also bring experience in Power Automate in combination with SharePoint/ Microsoft 365, which perfectly aligns with your requirements. We are well-versed with automating workflows such as lead creation from mails and sales funnel reminders. These skills extend to efficient event preparation and post-event follow-up workflows - a key requirement mentioned in your project scope. Lastly, our knowledge in statistical analysis complements the analytics needs of the project, making us well equipped to tackle the creation of detailed and insightful dashboards that will help you keep track of performance across various important business metrics. Let's discuss further how we can transform your Sharepoint based LeadHub system with automated workflows and sophisticated sales and event dashboards using Power BI! Thanks!
$750 USD 3 gün içinde
6,3
6,3

Hello, With over 7 years of experience in Excel, Data Visualization, Power BI, Power Automate, and SharePoint, I have the expertise required to support the implementation of automations and reporting for your SharePoint-based LeadHub system. I have carefully read through the project description and understand the need for Power Automate workflows for lead creation, sales funnel follow-ups, event preparation, and post-event follow-ups. Additionally, I am well-equipped to create detailed Power BI Sales and Event Performance Dashboards to provide insightful reporting on leads, sales pipeline, funnel stages, event ROI, and more. I will ensure seamless integration of Power Automate workflows with SharePoint Lists and develop comprehensive dashboards in Power BI to meet your functional requirements and KPIs as outlined in the briefing document. I am keen to discuss the project further and address any queries you may have. Please feel free to connect with me in the chat for a detailed conversation. You can visit my profile at: https://www.freelancer.com/u/HiraMahmood4072 Thank you.
$275 USD 2 gün içinde
6,2
6,2

Hello, I can implement your Power Automate workflows and develop the Power BI dashboards for your SharePoint-based LeadHub system. I have extensive experience automating processes in Microsoft Power Automate, building interactive dashboards in Power BI, and integrating data from SharePoint / Microsoft 365 environments. For workflows, I will automate lead creation from website emails, sales funnel follow-ups, event prep, and post-event processes. For dashboards, I will provide a Sales Dashboard showing pipeline, funnel stages, and forecasted intake, plus an Event Performance Dashboard covering ROI, leads, and estimated order intake—all fully linked to your SharePoint lists with real-time updates. The project will be fully aligned with your KPIs and specifications, with workflows tested for reliability and dashboards optimized for clear insights. Documentation and guidance will be provided for future maintenance and updates. Thanks, Asif
$750 USD 11 gün içinde
5,9
5,9

Hello, As an established veteran in the IT industry, working towards agile software development, WellSpring Infotech possesses a wealth of specialized software solutions experience that aligns perfectly with your needs. We've spent the past decade refining our skills in using Microsoft products like Power BI, Power Automate and SharePoint; and our proficiency can be seen from real-world applications created for other industries such as healthcare, ecommerce and fintech. With our adaptable know-how, we'll deliver customised workflows eliminating barriers between your website's emails and your LeadHub list whilst improving your sales funnel efficiency. Another crucial aspect of WellSpring Infotech you'll find compelling is our focus on data integrity and security. Given the nature of your project which lies in reporting sales pipeline, event performance and forecasted order intake, it's vital that none of the information crosses over or gets misplaced thereby putting us at an pole position to tackle your project and ensure all aspects harmonize perfectly. Our comprehensive approach guarantees meticulous execution and unrivalled quality - prominent characteristics needed for implementing this project. Consider it a value adding bonus that we've already provided similar solutions featuring various automated workflows intertwined with data visualisations for actionable insights. With Regards!
$750 USD 7 gün içinde
6,0
6,0

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I have successfully implemented similar projects integrating Power Automate workflows with SharePoint lists and created dynamic Power BI dashboards for sales and event performance reporting, streamlining lead management and sales tracking. The most critical part for success is accurately configuring the automated workflows and ensuring seamless data flow between SharePoint and Power BI to provide real-time, actionable insights. Approach: ⭕ Understand full specifications from the briefing document ⭕ Develop Power Automate workflows for lead creation, sales funnel reminders, and event follow-ups ⭕ Design intuitive Power BI dashboards for sales pipeline and event ROI analytics ⭕ Test end-to-end data integration and automation for accuracy ⭕ Provide documentation and support for smooth deployment ❓ Could you please confirm if there are any existing connectors or APIs beyond SharePoint that need to be integrated? I am confident I can deliver impactful automations and dashboards that meet your business needs on schedule and with precision. I look forward to getting started ASAP. Best regards, Nam
$550 USD 5 gün içinde
5,2
5,2

Hi! We are a team of 62 professionals with 9 years of experience in Power BI, Power Automate, and Microsoft 365 solutions. Here's how we can help: * Build Power Automate workflows for lead creation from emails, sales follow-ups, and event preparation/post-event processes * Develop Power BI dashboards for sales pipeline, funnel stages, and forecasted order intake * Create event ROI dashboards tracking leads, pipeline value, and estimated revenue * Seamless integration with SharePoint LeadHub lists and Event Calendar data Could you confirm if website emails already flow into Microsoft 365/Outlook for automation triggers?
$500 USD 7 gün içinde
5,3
5,3

Hey! I have gone through your description. I have done MPhil in statistics. I have expertise in data analysis and data visualization. I have strong command on Power Bi. I have previous experience on DAX and I can also share some samples with you if you message me. I can provide you with quality work that meets all your requirements. I can do this job with full accuracy and on time. Looking forward to see your interest. Thank-you.
$250 USD 1 gün içinde
5,0
5,0

Hello, With a decade of experience to back me up, my name is Abhishek and I couldn't be a better fit for your Power BI/Power Automate project. I have extensive knowledge in Power BI as well as Power Automate, and can enhance your SharePoint-based LeadHub system by creating automated workflows for lead creation, sales funnel follow-up, pre-and-post event tasks. As a specialist in React, Node.js, and Flutter, I have ample experience working with APIs and data integration that would come in handy with your systems connected via event references. My expertise in building SaaS platforms would ensure that your project is not just another prototype, but an easily scalable and high-performance system that would fulfill all your functional requirements and KPIs. Hence, not only can I create the Sales and Event dashboards that you require but also provide valuable insights into your leads, sales pipeline and give accurate estimated order intake reports. I believe my clean coding style along with my technological prowess will enable me to understand deeper the intricacies of your requirement's unique project logic. Let's connect! With Regards!
$700 USD 7 gün içinde
4,7
4,7

I am an experienced Power BI and Power Automate specialist with a proven track record in implementing complex workflows and developing insightful dashboards tailored to business needs. My expertise in Microsoft 365 and SharePoint ensures that I can seamlessly integrate your systems to automate lead management and enhance reporting efficiency. I am committed to delivering high-quality work on time while maintaining clear communication throughout the project. I would be excited to help optimize your LeadHub system and improve your sales and event reporting.
$500 USD 7 gün içinde
4,7
4,7

Hello there,, I have advanced experience in Data Mining, Statistics, Statistical Analysis and Data Science. With my vast background in data analysis and management, I am confident in my ability to handle your categorical data project effectively and efficiently. I have extensive experience in collecting, cleaning, analyzing, and visualizing data using Python programming, an invaluable asset for a project of this nature. Additionally, I am well-versed with CRISP-DM framework and adept at identifying patterns within datasets Choosing me means benefitting from not only my expertise but also my personal approach to projects. I understand that each task is unique, requiring tailored skills, and so I'm willing to go the extra mile to provide you with results that meet and exceed your expectations. Let's join forces in this project as our combined strengths will surely produce a result that's efficient, elegant and insightful! Let's not waste any more time! Together, we can mine this data efficiently and answer the questions to achieve your goals. Best Regards, Thanks
$250 USD 2 gün içinde
4,4
4,4

Greetings, With over 15 years of experience as a technology and business professional, I am confident that I can help you with Power Automate and Power BI. I have a deep passion for SharePoint and have worked extensively with all versions, including SharePoint Online (Office 365). I have expertise in related Microsoft technologies such as Power Automate (Flow), Power BI, and Power Apps. I have had the privilege of serving as a Project Lead for prestigious organizations such as: -Ministry of Education Dubai, -Ministry of Social Affairs Dubai, -Public Portal for EmiratesAirlines, -Ministry of Finance Portal for the Diplomatic -Institute of Qatar, Office 365 Portal for LogicalOutcomes Canada. Come over and chat to discuss the deliverables and deadline. Rahim
$500 USD 7 gün içinde
4,7
4,7

Hi there, I’m confident I can deliver a robust, fully automated Power Automate workflow integrated with Power BI dashboards that streamlines your data, ensures accurate reporting, and provides actionable insights. With extensive experience in Microsoft automation, I specialize in connecting Excel, SharePoint, Dataverse, or other sources to dynamic, refreshable Power BI reports. My approach will start with a detailed audit of your existing data sources and workflow requirements, mapping key triggers, actions, and dependencies. Then, I’ll architect modular, resilient Power Automate flows with error handling, logging, conditional branching, and notifications to ensure reliability at scale. Next, I’ll build Power BI dashboards with optimized data models, interactive visuals, calculated measures, and scheduled or near real-time refresh, ensuring insights are accurate and actionable. Finally, I’ll perform thorough testing, validate flows against sample data, and provide complete documentation with best practices for maintenance and future scaling. Deliverables: Fully implemented Power Automate flows, connected Power BI dashboards with refresh setup, documentation for logic and dashboard structure, and guidance for future updates. QUESTION: Are your data sources primarily Excel, SharePoint, or Dataverse, and do you want the dashboards to refresh in real time or on a schedule? Let’s get started now and make your data seamless and actionable. Regards, Shehwani.
$250 USD 1 gün içinde
3,8
3,8

With over five years of experience working with Microsoft Office tools, particularly Excel and Power BI, I am confident that I can deliver a robust solution for your SharePoint-based LeadHub system. My proficiency in Power Automate will ensure seamless automation for lead creation, sales funnel management, and event preparation and follow-up workflows; while my Power BI skills will guarantee accurate reporting for all your functional needs including leads, sales pipeline, funnel stages, estimated order intake and more. Working in the field of data entry and analysis has honed my skills to create meaningful dashboards that communicate business intelligence clearly. My expertise ranges from creating sophisticated yet actionable Excel formulas to designing interactive PDFs. Having undertaken many similar projects in the past, I can assure you an efficient workflow and timely completion of this project without any compromise on quality. My goal is to provide satisfaction by delivering high-quality work that meets or exceeds your expectations. Your project will receive my utmost attention and dedication to detail. Let's collaborate to turn your briefing document into a powerful reality for your business.
$250 USD 2 gün içinde
3,5
3,5

Hello there, With extensive experience in statistical and predictive analytics, My proficiency in SPSS combined with my programming skills in Python will not only ensure an effective data analysis but also allow for flexibility and automation, optimizing efficiency throughout the process. Throughout my career, I have consistently proven my problem-solving mindset transforming complex datasets into clear and actionable insights that clients can use to drive their business forward. Data cleaning and transformation is an often-overlooked area of importance; however, it's where precise analysis begins. My vast experience in this area ensures thorough sorting of your data for accurate analysis - leaving no stone unturned. Lastly, I recognize that clear communication is vital to successful project completion. I assure you of my commitment in communicating regularly and effectively throughout this project, leaving no room for ambiguities. Trusting me with this project will not just avail you of a qualified individual but also someone who is dedicated in leveraging their knowledge and experience for unparalleled client satisfaction.
$250 USD 2 gün içinde
3,5
3,5

Hello, I’m excited about the opportunity to contribute to your project. With strong experience in Microsoft 365, Power BI, and Power Automate, I can implement the workflows needed for your SharePoint-based LeadHub system, including automated lead creation from email, sales funnel follow-up reminders, and event preparation and post-event processes. I will also build clear Power BI dashboards for both sales pipeline performance and event ROI, connecting directly to your SharePoint lists to track leads, funnel stages, pipeline value, and forecasted order intake. My approach focuses on reliable automation, clean data models, and intuitive visualizations so your team can monitor performance and act quickly on insights. Once completed, I will provide documentation and a short walkthrough so your team can easily manage and extend the workflows and reports. Best regards, Juan
$500 USD 3 gün içinde
2,9
2,9

Hello, With over 6 years of experience in Excel, Power BI, and Power Automate, I am well-equipped to assist with your project. I have carefully reviewed your requirements for automations and reporting in the SharePoint-based LeadHub system. I understand the need for Power Automate workflows such as lead creation, sales funnel reminders, and event workflows, along with Power BI dashboards for sales and event performance. My expertise in Power BI, Power Automate, and SharePoint align perfectly with the project scope. I am currently seeking opportunities to apply my 6 years of hands-on experience effectively. I assure you of clear communication throughout the project and am excited to collaborate with you on this initiative. Looking forward to hearing from you. Best regards, Ivica
$500 USD 7 gün içinde
2,4
2,4

Hi there, I'm Alema, a Power BI and Analytics Consultant with over seven years of experience. I specialize in creating insightful and interactive Power BI Dashboards that help businesses turn raw data into meaningful insights and solve problems. I have completed 300+ projects with a 100% Positive Rating, If you are looking for Quality work, look no further. We are always available 24/7 to help employers without limitations, and delivery is guaranteed on time. Your faithfully. Eng. Alema Akter
$250 USD 2 gün içinde
2,5
2,5

Hello, After reviewing your project on domestic charter flight analysis, I clearly understand that this requires not just data processing, but strategic insight that supports financial and operational decision-making. As a Data Scientist with strong expertise in Python, R, and advanced Excel analytics, I specialize in transforming complex datasets and transcripts into structured, decision-ready insights. For your project, I will: ✔ Conduct structured qualitative and quantitative analysis aligned with your objectives ✔ Clean, validate, and structure raw datasets for analytical accuracy ✔ Apply statistical modeling and exploratory data analysis (EDA) using Python/R ✔ Identify key patterns, cost drivers, and performance indicators ✔ Deliver a clear analytical report with visualizations and actionable recommendations My focus is not just on analysis — but on delivering insights that directly support smarter, data-driven decisions. You can expect: • Well-documented methodology • Transparent working files (Python/R scripts or Excel models) • Clear visual dashboards (if required) • On-time delivery with professional communication I am ready to begin immediately and would welcome the opportunity to review your dataset to ensure the analysis fully aligns with your strategic goals. Looking forward to delivering measurable value to your project. Best regards,
$250 USD 2 gün içinde
3,2
3,2

Hello, Your project focuses on implementing structured workflows and reporting for a SharePoint based LeadHub system using Power Automate and Power BI. The key will be connecting the SharePoint lists with reliable automation so leads, event preparation tasks, and follow up activities move smoothly through the process without manual tracking. I can assist with building the workflow logic for automatic lead creation, follow up reminders, and event related processes while keeping the automation organized and easy to maintain. On the reporting side, the dashboards can be structured to clearly display sales pipeline status, funnel stages, forecasted order intake, and event performance metrics. My focus is on clear data structure, reliable workflows, and dashboards that present information in a practical way for decision making. Best Regards, Shabahat Habib...
$500 USD 7 gün içinde
2,2
2,2

Zurich, Switzerland
Haz 30, 2025 tarihinden bu yana üye
$10-15000 USD
₹12500-37500 INR
$15-25 USD / saat
₹12500-37500 INR
£2-5 GBP / saat
₹4500-6000 INR
£250-750 GBP
€12-18 EUR / saat
$30-250 USD
₹400-750 INR / saat
$250-750 USD
$30-250 USD
$20000-50000 USD
$450 USD
$30-250 USD
$3000-6000 USD
$30-250 USD
$8-15 USD / saat
₹600-1500 INR
$8-15 USD / saat
₹750-1250 INR / saat