AtomicB2B Reporting Template Development
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About this role
PHP, JavaScript, Website Design, Microsoft Exchange, HTML, Data Visualization, Data Analysis, Data Integration, Data Management · AtomicB2B Master Client Reporting Template
Build a reusable and flexible master reporting template for AtomicB2B that can serve as the foundation for current and future client accounts.
Phase 1 - September
Set up the master report structure and reusable framework Establish standardized dashboard/front-page KPIs Build detailed and summarized reporting for inbound and outbound calls Include REHASH, Happy/CX, and FOLLOW UP call types within the reporting structure Capture call type, day/time, TRACKING1 results, booking details, producer, and booked revenue where available Ensure detailed underlying data can be summarized into comparable front-page metrics Make the framework flexible enough to accommodate differences in future client data sources Initial validation using existing client data
Phase 2 - October
Refine the master framework using new client data Adjust the structure for real-world source-data differences Finalize comparable reporting across clients Complete validation and polish the reusable template Prepare the framework for efficient onboarding of future AtomicB2B accounts
The goal is to create a scalable reporting foundation that can be reused for future clients w