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.
Earnings and projects
Last 6 months ÷ 6
Last 6 months: $13k
Billed in all: $19,629$20k
$13k in the last 6 months
Earnings, last 30 days
Skill rankings: Top 4% in Data Cleaning
Ranked by MRR among everyone on Upwork with the skill.
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