B2B FMCG Distribution Dashboard & CRM Build

@ravichedwal

Bridging the gap between technology and FMCG distribution, I am Ankita V., a seasoned full-stack developer with a decade of robust experience, including numerous projects that align perfectly with your B2B grocery distribution business. Harnessing the power of tools such as ODK (which you've mentioned), Google Forms, Microsoft Excel, not to mention Power Query, Pivot, and Business Intelligence (BI), I bring a comprehensive solution to manage your 5k-10k retailers database seamlessly. My deep understanding and practical exposure to ODK / XLSForm, Google Forms, and advanced Excel automation empowers me to breeze through tasks like generating unique retailer IDs, conditional formatting, data validation drop-downs, QR code mapping in Excel spreadsheet - crucial aspects that ensure the reliability and efficiency of your system. In terms of documentation, fret not; my meticulous work ethic extends beyond project delivery. You can expect precisely laid out user manuals, setup guides, data import guides and dashboard guides - ready to assist whoever operates and maintains the system.

@mayankinnovative

As an experienced developer with over 20 years of experience in PHP-based development, I bring a unique blend of skills to tackle your B2B FMCG Distribution Dashboard & CRM Build project. Though my specialties lie in critical WordPress and Laravel work, which includes WooCommerce and payment gateway challenges - I've had a proven track record in building clean, maintainable, and scalable solutions using my advanced Excel knowledge and working knowledge of SQL. These skills are fundamental to providing you with robust and error-proof reporting systems for your retail survey. My expertise also extends to Power BI, Power Query, Power Pivot; capabilities you require for your dashboard development. With the ability to understand requirements quickly while being detail-oriented, I will build a dashboard that offers an inclusive snapshot of your entire distribution business - from KPIs to beat-wise coverage, which reflects my commitment towards delivering reliable end-results. What also sets me apart is my long-term approach to maintenance and support. My goal is to build solutions that stay stable and scalable even as your business expands. Clients often prefer ongoing associations with me post their initial engagement owing to my dependability and deep understanding of their businesses; I hope to establish the same trust-endearing relationship with you as we take on this challenging and vital project.

@shayankhan333

The real challenge here isn't building the survey or the dashboard individually, it's making sure data flows cleanly from ODK into your Excel CRM and then into Power BI without manual reformatting every time a field executive submits a response. I'll build the ODK form with XLSForm (50-70 questions, GPS capture, skip logic, photo upload), structure the Excel CRM so Power Query pulls survey data in automatically, and connect Power BI to refresh from that same workbook. For retailer scoring, I'll set up weighted formulas based on monthly purchase volume, credit terms, and product category mix so A/B/C grades update as new data lands. One thing worth planning early: with 5,000-10,000 retailers, Excel's row limits won't be the issue, but pivot table performance will degrade. Best regards, Shayan

@NEHABHAT92

With over 9 years of extensive experience in web and mobile app development, we are confident in our ability to provide you with the best possible solution for your B2B distribution business. Our expertise in technologies such as ODK, Google Forms, Microsoft Excel, Power Query and Power Pivot make us extremely well-suited to meet all the technical requirements of your project. We especially understand the importance of a simple, scalable and customized solution for managing 5000-10,000 retailers and our skills will ensure that your CRM is not only tailored-made but also built with automation features for easy retailer profiling and score analytics based on respondent data. Having worked on numerous CRM projects before, we have a deep understanding of how crucial it is to have an accurate analysis of the market; this understanding has compelled us to create a unique combination of an Excel CRM (with retailer Master details, Sales Executive Master, Beat Plan, Product Master and more) and a Power BI dashboard (with metrics like total new retailers, district-wise coverage, field executive performance) which will give you a comprehensive real-time overview of your entire business operations. Thus, by choosing us you not only get access to our technological aptitude but also domain expertise as we cater specifically to FMCG businesses. Additionally, our portfolio speaks for itself demonstrating our high level of commitment and delivering results promptly. This co

@sonika1419

**DO NOT PAY ME UNTIL I COMPLETE! :)** Hello my valuable client :) My profile is new over here but I have 7 years of experience in this field. I have completely understood about your project. Also I will provide you free maintenance on your project for 1 year after project completion. I can definitely complete this in your timeframe. Give me one chance to prove myself. Hit the chat button to get started. If you will not like my work then you dont need to pay me any money so dont worry and have faith in me :) I am eagerly waiting for your message.

@robertb297

Scaling a distribution business to 10,000 retailers without a proper data backbone is exactly where most FMCG startups lose control — let’s make sure yours doesn’t. From your description, the real challenge isn’t the survey form; it’s making sure field data from your sales team flows cleanly into a CRM your ops team can actually use, and then into a dashboard that shows coverage, repeat orders, and route performance at a glance. I’ve spent 2 years as a data analyst building exactly this kind of pipeline — ODK/Google Forms → structured Excel CRM → Power BI reporting — with a focus on clean data models that stay fast even as records grow into the tens of thousands. Two quick questions before I map the structure: How many field reps will collect data, and do they need offline capability (ODK) or is Google Forms with mobile data enough? Should the CRM track order history and outstanding payments per retailer, or only retailer profiling and visit logs at this stage? Happy to share a rough architecture sketch — shall we discuss your workflow in chat?

@Abror86

Hi, "ODK SURVEY + EXCEL CRM + POWER BI DASHBOARD" — you need one reliable workflow that captures field data, keeps retailer records organized, and turns them into reports without manual work. I would use ODK with offline support, GPS, photo capture, and skip logic, then connect it to an automated Excel CRM using Power Query, validation rules, retailer scoring, duplicate checks, and QR code generation. Power BI will refresh directly from the CRM to provide live KPIs, retailer coverage, executive performance, and competitor insights while remaining scalable for 10,000+ retailers. One question: do you already have the survey questionnaire (50–70 questions), or should I help design the XLSForm structure as well? Looking forward to working with you.

@dushyant317

Hello, I have experience building ODK/XLSForm survey systems, Excel CRM automation, Power Query/Power Pivot solutions, and interactive Power BI dashboards for sales and distribution workflows, and I can deliver a complete offline-capable retailer survey, automated CRM, QR code system, and executive dashboard. I can also share a similar demo/screenshot of CRM and reporting solutions, along with a fixed-price quote and implementation timeline after reviewing your detailed requirements.

@rohank2502

Managing 5,000 to 10,000 retailers by hand is where field-sales data goes to die: one survey in ODK, another list in Excel, a dashboard that is a week stale. The fix is one connected pipe from the field to your screen. Here is how I would build yours: Retailer survey in ODK: mobile, offline-capable, with GPS and shop-photo capture, mandatory validation and skip logic across your 50 to 70 questions, so your field team collects clean data even with no signal. Excel CRM: every submission flows into one structured retailer master, deduped, so you have a single source of truth for all 10,000 rather than scattered sheets. Power BI dashboard: coverage, sales-team activity, and retailer status live and sliceable by area and rep, refreshing as new surveys come in. I build exactly these field-to-dashboard data pipelines. The offline GPS-plus-photo capture and the survey-to-CRM-to-dashboard flow are standard work for me, and I will keep it simple enough that you run it day to day without a developer. What is the single most important thing you need to see on day one, retailer coverage by area or sales-team activity? Tell me and I will structure the dashboard around it.

@gunjan1711

- I have hands-on experience building end-to-end business intelligence solutions using Excel, Power BI, SQL, Power Query, and workflow automation for sales and operational reporting. - My expertise includes advanced Excel automation, Power BI dashboards, SQL, data modeling, survey data integration, KPI reporting, and CRM-style reporting systems. - I can develop a complete solution including an ODK/Google Form survey, automated Excel CRM, QR-based retailer identification, and an interactive Power BI dashboard tailored for your FMCG distribution business. - I have experience designing automated data validation, duplicate detection, dynamic scoring models, Power Query ETL, KPI dashboards, geographic reporting, and executive-level business reports. - In a recent project, I developed a PHP API, integrated database data into Power BI, and created automated real-time dashboards for business performance monitoring. - The solution will support retailer master management, beat planning, follow-up tracking, payment monitoring, competitor analysis, GPS-based reporting, and configurable dashboards designed for future scalability. - Deliverables will include the survey source files, automated Excel CRM, Power BI (.pbix) dashboard, QR code generation workflow, documentation, and setup guides for seamless deployment. - I am available to start immediately and can work closely with you through implementation, testing, and future enhancements. Reference work is available in my profile.

@mikhailmikhail80

Hi, I read your project carefully and I can deliver exactly what you need. I can start immediately and show you the first preview in a few hours. Let’s discuss the details

@EnriqueHR

IF YOU’RE NOT HAPPY, YOU DON’T PAY I recently completed a similar project for a B2B FMCG distributor, where I developed a mobile-friendly survey, an automated Excel CRM, and a Power BI dashboard that increased their retailer engagement by 30%. With over 5 years of experience in data analytics and CRM systems, I specialize in creating solutions tailored for the FMCG sector, ensuring they are user-friendly and scalable. I understand your goal of effectively managing 5,000–10,000 retailers. I will design an intuitive survey and CRM system, ensuring seamless data flow and insightful reporting through Power BI. My focus will be on precise execution, clear communication, and long-term success, ensuring your team has the tools they need to thrive. I am confident that my expertise will deliver outstanding results for your project. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, EnriqueHR

@aakashsahu31

Hello, I am excited to submit my proposal for your B2B grocery/FMCG distribution management system. Your project requires an integrated solution covering retailer data collection, CRM automation, and business intelligence reporting, and I can deliver a structured, scalable system designed for efficient field operations. ## Understanding of Your Requirements I will develop a complete solution consisting of: ### 1. ODK Survey (Preferred) Survey sections will include: * Retailer Profile * Shop Information * Business Details * Monthly Purchase Details * Product Categories * Existing Suppliers * Competitor Information * Credit Terms * Retailer Challenges * Customer Interest * Sales Executive Observations ### 2. Advanced Excel CRM Automation features: * Automatic Retailer ID generation (ODM000001, ODM000002...) * Duplicate mobile number detection * Drop-down validation lists * Automatic A/B/C retailer scoring * Conditional formatting * Power Query-based data import * Pivot Tables and summary reports * Easy survey data import ## Why Choose Me? * Strong experience with Excel automation, Power Query, and Power BI * Experience designing structured data collection systems * Clean, scalable solutions suitable for 5,000–10,000+ retailers * Focus on data accuracy, automation, and ease of use * Clear communication and timely delivery Thank you for considering my proposal.

@PWpumped

I can help you achieve your goal of building a comprehensive retailer survey, CRM, and reporting system for your B2B grocery distribution business. I understand you need a clean and professional solution that is user-friendly, scalable, and capable of managing thousands of retailers. The focus on seamless automation and integrated data management is essential for your team’s efficiency. With extensive experience in developing survey systems, CRM dashboards, and reporting solutions for the FMCG sector, I am well-equipped to deliver exactly what you need. Let’s chat about how I can bring your vision to life. Regards, Pieter.