Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
The main goal of this project is to create Smartsheet dashboards that display financial, quote, and sales results for analysis, using numbers and graphics for displaying results. The dashboards should be searchable by date, quote/customer/project type, and geographic location, etc.
- What tasks will learners need to complete to achieve the project goal?
-
In order to achieve the project goal, learners will need to complete the following tasks:
- Capture and analyze existing financial, quote, and sales data. This will be mainly from Smartsheet sheets, however automation is the prime goal so Quickbooks and/or CRM integration would be a preferred asset.
- Design and develop Smartsheet dashboards that display the data in a visually appealing way
- Ensure that the dashboard results are searchable by date, quote/customer/project type, and geographic location.
- Test the dashboards for accuracy and usability.
- What is the main goal for this project?
-
The main goal of this project is to create Smartsheet dashboards that display financial, quote, and sales results for analysis, using numbers and graphics for displaying results. The dashboards should be searchable by date, quote/customer/project type, and geographic location, etc.
- What tasks will learners need to complete to achieve the project goal?
-
In order to achieve the project goal, learners will need to complete the following tasks:
- Capture and analyze existing financial, quote, and sales data. This will be mainly from Smartsheet sheets, however automation is the prime goal so Quickbooks and/or CRM integration would be a preferred asset.
- Design and develop Smartsheet dashboards that display the data in a visually appealing way
- Ensure that the dashboard results are searchable by date, quote/customer/project type, and geographic location.
- Test the dashboards for accuracy and usability.
- How will you support learners in completing the project?
-
Will support with phone calls, Teams or Zoom meetings to explain scope and goals, also access to data as needed. Willing to offer feedback while project progresses to ensure efficiency in time taken.
Supported causes
About the company
- https://bowwood.net
- 11 - 50 employees
- Hospital, health, wellness & medical, Manufacturing
Bow Wood is a progressive leader in designing and manufacturing premium cabinet systems and architectural millwork. We collaborate with owners, architects, designers and general contractors to create efficient and functional cabinet systems that transform healthcare and commercial spaces.
From our humble beginnings in 1989, we’ve grown into an industry leader and we’re proud that our clients rely on our special skillset, precision-made cabinet systems, and collaborative project management.