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charlottewil12

Charlotte wil

@charlottewil12

CRM Dashboard Expert Canva Designer and Document Formatting Specialist

États-Unis
Anglais, Allemand, Espagnol, Français, Italien
Certaines informations sont présentées en anglais.
À propos de moi
Hi, I'm Charlotte Wilson, a CRM Dashboard Expert and Canva Design Specialist dedicated to helping businesses stay organized and present professionally. I specialize in automating CRM dashboards, client and business trackers in Google Sheets and Excel, as well as designing, formatting, and editing documents, reports, proposals, and workbooks. I also create Canva ebooks, journals, planners, worksheets, checklists, and professionally formatted paperback and ebook files. My goal is to deliver efficient, polished, and user-friendly solutions that save time and support business growth. ... Plus d’infos

Compétences

c
charlottewil12
Charlotte wil
hors ligne • 

Voir mes services

Formatage des données
I will automate CRM dashboard client and business tracker in google or excel sheet
De15 $US / projetPlus de détails
Composition et conception de mise en page de livre
I will professional book formatting for paperback and ebook, editable canvapdf
De10 $US / projetPlus de détails

Portfolio

Expérience professionnelle

Microsoft

Microsoft

Temps plein • 7 yrs 9 mos

CRM Dashboard Specialist

Feb 2022 - Jan 2026 • 3 yrs 11 mos

Designed and optimized CRM dashboards, sales trackers, KPI reports, and automated business reporting systems using Microsoft Excel. Created advanced spreadsheets with formulas, pivot tables, charts, and automation that improved data accuracy and reporting efficiency. Worked with business teams to streamline workflows and provide clear, actionable insights for decision-making.

CRM Dashboard Specialist

Jan 2022 - Nov 2025 • 3 yrs 10 mos

Designed and optimized CRM dashboards, sales trackers, KPI reports, and automated business reporting systems using Microsoft Excel. Created advanced spreadsheets with formulas, pivot tables, charts, and automation that improved data accuracy and reporting efficiency. Worked with business teams to streamline workflows and provide clear, actionable insights for decision making.