B2B FMCG Distribution Dashboard & CRM Build
Publicada el 2026-07-28
Descripción de la oferta
# Project Title Build ODK/googleform Survey + Excel CRM + Power BI Dashboard for B2B Grocery Distribution Business ## Project Overview I am starting a B2B grocery/FMCG distribution business in Odisha, India. I need an experienced developer or data analyst to build a complete retailer survey, CRM, and reporting system for my field sales team. The solution should be simple, scalable, and suitable for managing 5,000–10,000 retailers. ## Scope of Work ### 1. Retailer Survey * Build a professional retailer survey using **ODK (preferred)** or **Google Forms**. * Approximately **50–70 questions**. * Mobile-friendly with offline capability (if using ODK). * Capture GPS location. * Capture shop photo. * Mandatory field validation. * Skip logic where applicable. Survey sections should include: * Retailer profile * Shop information * Business details * Monthly purchases * Product categories * Existing suppliers * Competitor analysis * Credit terms * Retailer pain points * Interest in becoming our customer * Field executive observations ### 2. Excel CRM Develop an automated Excel CRM containing: * Retailer Master * Survey Data * Sales Executive Master * Beat Plan * Product Master * Order Tracker * Visit Tracker * Follow-up Tracker * Payment Tracker * Competitor Analysis * Complaint Register * Dashboard Automation required: * Automatic Retailer ID (ODM000001, ODM000002...) * Duplicate mobile number detection * Data validation drop-downs * Automatic retailer scoring (A/B/C) * Conditional formatting * Pivot reports * Easy import of survey data ### 3. Power BI Dashboard Create an interactive dashboard showing: * Total retailers * New retailers * District-wise retailer coverage * Beat-wise coverage * GPS map of retailers * Sales potential * Retailer grading (A/B/C) * Competitor analysis * Product category analysis * Field executive performance * Daily and monthly KPIs * Follow-up status ### 4. QR Code System * Generate unique Retailer IDs. * Generate QR codes for each retailer. * Maintain QR code mapping in Excel. ### 5. Documentation Provide: * User manual * Setup guide * Data import guide * Dashboard guide ## Technical Requirements Preferred Skills: * ODK / XLSForm * Google Forms * Microsoft Excel (Advanced) * Power Query * Power Pivot * Power BI * SQL (preferred) * FMCG or Distribution industry experience ## Deliverables * ODK Form (or Google Form) * XLSForm source file * Excel CRM (.xlsx) * Power BI Dashboard (.pbix) * Documentation * Source files ## Budget Please provide: * Fixed price quotation * Estimated timeline * Portfolio of similar projects * Screenshots or demo if available Only apply if you have experience building survey systems, CRM dashboards, or FMCG/distribution solutions.
Skills
Fuente original: freelancer