Job Description, Responsibilities & Requirements
About the Position
We need an experienced EspoCRM Developer to customize the Kanban Board and implement advanced reporting and analytics features.
Responsibilities
- Customize the Kanban Board to display the full form of opportunity (custom fields) when an Opportunity is moved from one stage to another.
- Customize the Kanban Board to prevent linear movement of Opportunities across each stage (column) without filling all required fields.
- Implement reporting and analytics features, including:
- Conversion rate per sales rep at a given time [Lead to Opportunity]
- Conversion rate per sales rep at a given time [Opportunity to Closed Won]
- Conversion rate per team at a given time [Lead to Opportunity]
- Conversion rate per team at a given time [Opportunity to Closed Won]
- Conversion rate of Team at a given time
- Number of opportunities per sales rep per stage at a given time
- Number of opportunities per stage for Team at a given time
- Lead/Opportunity time or rate of closing per sales rep
- Average time in moving a Lead from one stage to another per sales rep
- Average time in moving a Lead from one stage to another for each team
- Percentage of deals lost at each opportunity stage/column per sales rep
- 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.
Requirements
- Experience in the customization development of EspoCRM.
- Ability to implement advanced reporting and analytics features.
We Offer
- Opportunity to work on challenging and impactful projects.
- Collaborative environment with a team of experienced professionals.
About the Company
[Company description if present]