Skip to content
BackNov 7
SARA MARIA B.
Upwork badge

SARA MARIA B.

Dashboards & CRM Automation | Power BI, Excel, HubSpot & Make

I build dashboards and CRM automations that give growing teams clear numbers and less manual work, so they can spend their time on decisions instead of updates. As Chief of Staff at a US AI startup, I built the company’s CRM pipeline dashboard, eight automated workflows with more than 26,000 runs, and custom AI assistants in Claude to manage the daily warm-introduction process. Previously, as a Brand Manager for US and Spanish brands at a consumer goods distributor, I built the sales, inventory, and budget reports that the CEO, the commercial manager, and the brand owners relied on to make decisions. I can help you with: - Sales, inventory, and budget dashboards - CRM setup, cleanup, and pipeline reporting - Workflow automations that connect forms, spreadsheets, CRM, and email - Spreadsheet audits and fixes For reporting, I use Power BI, Excel, Google Sheets, and SQL. For CRM and automation, I work with HubSpot, Attio, Make, and Claude. I adapt quickly to the tools your team already uses. I work during US business hours. Before handoff, I validate every figure and test every automation. You also get clear documentation, so your team can maintain everything independently. Whether you need clearer insights from your data or less manual work for your team, I’ll tailor the solution to your tools and your needs. Send me a message, and let’s find the best place to start.

🇧🇴Santa Cruz de la Sierra, Bolivia$35/hr100% JSS5.00 (2)Since Sep 2021

Earnings and projects

MRR
$2.2k

Last 6 months ÷ 6

World#20,142 / 412k
🇧🇴Country#26 / 397
Revenue, last 30 days
$2k

Last 6 months: $13k

World#21,338 / 412k
🇧🇴Country#28 / 397
Total earnings
$20k

Billed in all: $20k

World#142,218 / 412k
🇧🇴Country#179 / 397
Per project
$9.8k

$13k in the last 6 months

World#16,343 / 412k
🇧🇴Country#47 / 397
Projects, last 6 months
1
100% fixed0% hourly
World#128,095 / 412k
🇧🇴Country#138 / 397
Projects in all
2
50% fixed50% hourly
World#328,889 / 412k
🇧🇴Country#288 / 397

Earnings, last 30 days

$19.6k+$2k earned in the last 30 daysBilled in all, before Upwork's fee · drag across the chart to see what was earned in any stretch
$17k$18k$19k$20kOct 8Oct 23Nov 7

Skill rankings: Top 4% in Data Cleaning

Ranked by MRR among everyone on Upwork with the skill.

  1. #29Sales Analytics367 freelancers · 🇧🇴 #1Top 8%
  2. #29Retail & Consumer Goods313 freelancers · 🇧🇴 #1Top 9%
  3. #64Power Query958 freelancers · 🇧🇴 #1Top 7%
  4. #73Process Documentation883 freelancers · 🇧🇴 #1Top 8%
  5. #142Data Cleaning3,952 freelancers · 🇧🇴 #1Top 4%
  6. #150ETL1,556 freelancers · 🇧🇴 #1Top 10%
  7. #179Business Intelligence1,802 freelancers · 🇧🇴 #1Top 10%
  8. #221Dashboard2,955 freelancers · 🇧🇴 #1Top 7%