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Full Stack Dev: Multi-Client CEO Dashboard with GoHighLevel, Zoho & Xero APIs

Contract
HOURLY / PART_TIME
Client
Singapore · ★ 5.00 (24)
Live feed
Upwork

web-application, javascript, api-integration, database-development, python, zoho-books-tool, xero, data-visualization

Preferred qualifications

  • Experience: Expert
Title: CEO Dashboard Build: Xero / Zoho Books, Zoho People & Meta Ads (Phase 1) Smooth Sailing is a business performance consultancy in Dubai. We’re building a CEO dashboard product that we’ll set up for each of our clients: one build, configured per client through settings. Our first client is a therapy and training centre. We’re looking for a full-stack developer for Phase 1, with more phases to follow for the right person. Phase 1: three connections (read-only) Accounting: Xero or Zoho Books. Different clients use different systems, so build this as one accounting slot that can take either. It brings in the P&L by account, invoices, bills and bank balances. Zoho People. Staff, roles, working hours and leave, used for practitioner capacity and utilisation. Meta Ads. Spend, clicks and leads by campaign and day. All three feed one standard set of data tables. The dashboard reads only from those tables, never directly from a client’s systems, so adding a client means filling the same tables, not changing the dashboard. Phase 1 screens CEO Overview: Revenue, gross profit, EBITDA and net cash. Daily sales against monthly target, with the gap and the amount needed per day. Revenue by business line. Each number shows its owner, its source and when it was last updated. Financials: P&L by month and year to date, using our standard cost groups: People, Software, Marketing, Office, Admin, Regulatory, Payment fees. Gross margin by revenue line, and costs against budget. Cash today, receivables, payables, and cash expected in the next 30 days. Marketing: Meta ad spend, leads, cost per lead and cost per acquisition, by revenue line. Practitioner utilisation: sessions delivered against capacity from Zoho People, by practitioner. Logins and admin Client logins: each client only ever sees their own data. Roles for CEO, finance and manager, with two-step verification. Admin login for our team: Switch between clients. Set each client’s accounting system (Xero or Zoho Books) and cash or accrual basis. See whether each connection is working and when it last ran. Gaps in the data show a dash and a reason, never a fake zero. What we handle Cleaning up each client’s financial data. Mapping their chart of accounts to our standard P&L lines. You’ll receive the mapping. Targets and owner names for each number. A full build brief and a clickable mockup, shared once shortlisted. Later phases (not in this job) GoHighLevel CRM. Revenue line funnels, client retention and lifetime value, and sales commission. Requirements Proven work with the Xero or Zoho Books APIs. Meta Ads or Zoho People experience is a plus. A clean, mobile-friendly dashboard with clear charts. Smooth Sailing owns the code, data and hosting accounts. Weekly progress demos. In your proposal, please include: Examples of dashboards or integrations you’ve built with any of these tools. Your suggested tech stack and hosting, including any monthly running costs. Your fixed price, split into milestones, and your timeline. Start with the word “Tiller” so we know you read this. The deck’s connectors slide still lists GoHighLevel as a Phase 1 connector. I can update it, the data slide and the 30-day plan to match this job post. If you meant GoHighLevel to stay in Phase 1 alongside these three, tell me and I’ll add it back to both.
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