AI Chatbot Development for User Engagement

@ludiac

Hi, I have extensive experience building Excel-based reporting solutions by consolidating data from multiple sources, including Salesforce exports, product usage data, and relational datasets. I can create a clean master dataset using Power Query, perform data validation and transformation, and develop interactive dashboards with Pivot Tables, Power Pivot, and advanced Excel formulas to highlight customer adoption, engagement, cancellation trends, and product performance. I've also delivered AI-driven analytics and reporting solutions, including: AI Data Analyst: https://www.freelancer.com/projects/gpt-agent/Data-Analyst-Required/reviews Python Data Analysis Script: https://www.freelancer.com/projects/python/Python-Data-Analysis-Script-39438040/reviews SQL RAG GPT Agent: https://www.freelancer.com/projects/php/SQL-RAG-GPT-Agent-with/reviews SharePoint RAG SQL GPT Agent: https://www.freelancer.com/projects/php/Sharepoint-RAG-SQL-GPT-agent/reviews I can deliver the complete reporting solution within 7–10 days for a fixed budget of $600, including documentation and a refreshable Excel dashboard that business stakeholders can use with minimal effort. I’m ready to get started immediately. Thanks

@leadconcept

Greetings, My understanding is that you need a reliable Excel-based reporting solution that combines product usage, Q&A activity, Salesforce account, and billing data into one clean account-level source of truth. We can consolidate and clean multiple datasets using Account ID, handle duplicates, unmatched records, and missing values, then build a structured master dataset with usage, engagement, billing lifecycle, product, and commercial metrics. We can also create a user-friendly dashboard with Power Query, Pivot Tables, and Power Pivot to show monthly trends, active versus cancelled accounts, declining usage, cancellation patterns, product/SKU performance, and customer engagement insights. - Are all datasets available in Excel/CSV format, and do they share a consistent Account ID across sources? - How frequently should the report be refreshed, and should the refresh process be fully automated through Power Query? For quick response & one-on-one communication, you may click on the chat button, as I am online most of the time. FYI. current bid amount is placeholder to submit the proposal. Look forward to hearing from you thru' chat. Best Regards, Yasir LEADconcept PS: Let me know, if you want to see our team past work to determine our skills/expertise or past customer's references.

@mubeenm5026

With a strong background in Python and data analysis, I believe I am the perfect fit for your project. Through my years of experience at Web Crest, I have honed my skills in transforming complex datasets into actionable insights - the exact task your project demands. My proficiency in Power Query and Power Pivot will enable me to clean, merge, and model your multiple Excel datasets effectively while ensuring data consistency. Moreover, my familiarity with Salesforce exports and integrating them into Excel spreadsheets, coupled with my extensive knowledge of AI applications like chatbots, make me well-equipped to tackle the unique challenges of your business-focused project. As an AI & Automation expert, going beyond predictive modeling and focusing on delivering truly insightful analytics aligns perfectly with what you need. Web Crest is built on the principles of scalable and future-ready solutions; this translates into a clean, user-friendly Excel report that isn't just a standalone solution but can also be refreshed easily by your business stakeholders. If you choose me for this project, you will not only get a reliable reporting solution but also an opportunity to collaborate with an experienced development team that believes in long-term technical support and transparent communication. Let's connect and create something exceptional together!

@corpmember29

Hello, LET'S BUILD A SINGLE, RELIABLE SOURCE OF TRUTH THAT TURNS YOUR SALESFORCE AND PRODUCT DATA INTO ACTIONABLE BUSINESS INSIGHTS. I have 12+ years of experience in data analytics, Excel automation, Power Query, Power Pivot, Salesforce data analysis, and business intelligence. I have developed reporting solutions that consolidate data from multiple sources into accurate, easy-to-use dashboards for business decision-making. I will clean, transform, and validate your datasets using Account ID as the primary key, creating a structured master dataset with one row per account. The solution will include usage metrics, engagement trends, lifecycle milestones, product/SKU analysis, cancellation insights, monthly reporting, account segmentation, and refreshable Excel dashboards using Power Query, Pivot Tables, and Power Pivot. The final report will be optimized for accuracy, scalability, and ongoing business monitoring. I focus on delivering well-structured, documented, and user-friendly reporting solutions that provide meaningful insights without unnecessary complexity. I will provide 2 years of free ongoing support, complete source files, and follow an Agile development methodology with regular progress updates. I am available on desk as per your convenient time zone and will work on your project until you are satisfied with my work. Thanks, Christina

@quan9824

Hello, I have strong experience in data analysis, Excel-based reporting, and building reliable data models from multiple business data sources. I can help consolidate your product usage data, Salesforce extracts, billing information, and engagement records into a single account-level source of truth. My approach will include: * Cleaning and standardizing all datasets using Account ID as the primary key. * Resolving duplicate records, missing values, unmatched accounts, and data consistency issues. * Building a structured master dataset with usage metrics, login activity, lifecycle dates, product/SKU details, and commercial attributes. * Creating a refreshable Excel reporting framework using Power Query, Pivot Tables, and Power Pivot. * Developing dashboards for monthly usage trends, customer engagement analysis, active vs. cancelled account comparison, and product performance breakdowns. * Highlighting declining usage patterns, low-engagement accounts, and behavioral trends before cancellation. For this project, I will deliver a clean, well-documented Excel reporting solution that provides stakeholders with a reliable view of customer adoption and lifecycle performance. I would be happy to discuss your current data structure and reporting requirements to define the best implementation approach.

@juanpablomacf

I have strong experience consolidating multi‑source datasets and building account‑level reporting systems in Excel using Power Query, data modeling and structured transformations. I’ve worked with usage logs, Q&A activity, Salesforce exports and billing data, cleaning and merging them through Account ID, resolving duplicates, unmatched IDs and missing fields to produce a single, reliable master dataset. My approach is to create a clean, validated table with one row per account enriched with usage metrics, engagement indicators (last login, activity trends), lifecycle dates (billing start, cancellation, close), product/SKU information and commercial fields. From there, I build a refreshable reporting framework using Pivot Tables, Power Query and Power Pivot to highlight adoption trends, monthly usage, differences between active vs cancelled accounts, and early signals of declining engagement. I’ve delivered similar descriptive analytics dashboards for SaaS products, combining operational data with CRM sources to give teams actionable insights without predictive modeling. I can complete the full consolidation, modeling and reporting setup and leave a clear, documented workflow your team can refresh anytime. If you prefer, I can start by focusing on data consolidation, account‑level modeling, or Excel reporting design.

@muneeb6767

I can build a refreshable Excel reporting solution using Power Query, Pivot Tables, and data modeling to consolidate Salesforce and product usage data into a single account-level dashboard with validated metrics, lifecycle tracking, engagement analysis, and actionable business insights.

@emilesd617

Hi, I am a full-stack AI developer with 8 years of rich experience in software development, with a background in data analytics, business intelligence, and reporting automation. I am familiar with Microsoft Excel, Power Query, Power Pivot, Data Analysis, Data Analytics, Python, Salesforce Data Integration, Data Modeling, Pivot Tables, and ETL. I understand you need to consolidate multiple Excel and Salesforce datasets into a single, reliable reporting solution with account-level insights and refreshable dashboards. I can build a clean data model, automate data transformation and validation, create interactive Excel reports with Power Query and Pivot Tables, and deliver actionable usage, engagement, and cancellation analysis for business stakeholders. I'm an individual freelancer and can work on any time zone you want. Please contact me with the best time for you to have a quick chat. Looking forward to discussing more details. Thanks. Emile.

@mattafareed4848

Hello I can build a clean, refreshable Excel reporting solution using Power Query, Pivot Tables, and Power Pivot to consolidate your usage and Salesforce data into a reliable account-level dashboard with accurate data cleaning, reconciliation, lifecycle analysis, engagement trends, and actionable business insights. Regards Muhammad

@maxscender

I can help you. I will build your master dataset using Power Query to automate the cleaning and merging of Salesforce exports with your usage logs, specifically addressing unmatched IDs and duplicate records. I’ll focus on creating a robust data model in Power Pivot that links product SKUs to account activity, allowing you to isolate churn patterns and engagement trends instantly. This approach creates a refreshable, reliable source of truth that translates raw account-level metrics into clear visibility for your stakeholders.

@mobimubasir

Hi, I can handle this Excel reporting project for you. I’ll merge your usage data, Q&A activity, and Salesforce exports into one clean master file using Account ID, then build an easy-to-refresh Excel dashboard with Power Query and Pivot Tables. The report will show account-level usage trends, engagement, cancellations, and product performance so your team can easily track active vs churned accounts. I have strong experience with Excel, data cleaning, and Salesforce data.

@kareemmaize

Hi, I reviewed the actual scope carefully. The core deliverable is a refreshable, account-level Excel model that reconciles product usage, question activity, Salesforce account data, and billing history without hiding duplicates or unmatched records. I’d build separate Power Query staging layers for each source, normalize IDs and dates, apply documented deduplication rules, and create exception tables for missing or conflicting records. The final master table would contain one controlled row per account, with adoption metrics, last activity, lifecycle dates, product/SKU, commercial fields, cancellation status, and engagement indicators. From that model, I’d create monthly usage trends, active-versus-cancelled comparisons, pre-cancellation activity views, low/declining engagement segments, and product-level reporting using Pivot Tables or Power Pivot measures. The workbook would include validation totals and a simple refresh process for ongoing use. Relevant work includes production analytics dashboards with time-series metrics and ERP data synchronization where field consistency, validation, and auditability were critical. I recommend beginning with a clearly defined first milestone covering source profiling, field mapping, and the master dataset. If it aligns with you, let's discuss in detail via private chat.

@EightVeer

Hi there, We can help consolidate the usage, Q&A, and Salesforce extracts into a clean account-level source of truth, then shape it into a refreshable Excel reporting framework with Power Query, Pivot Tables, and data validation checks. Our focus will be on reliable joins by Account ID, clear handling of duplicates and missing values, and decision-ready views of adoption, engagement, and cancellation patterns. Our initial assumption is that the source fields and account definitions are consistent enough to build a single master dataset with one row per account. Best Regards, 8veer

@TheSecondSource

Hi There! We have a team of 62 professionals with over 9 years of experience building Excel reporting solutions that turn complex datasets into reliable business insights. Here’s how we can help: 1. Consolidate Salesforce, usage, and Q&A data using Account ID with full validation. 2. Build a clean Power Query/Power Pivot master dataset and refreshable dashboard. 3. Deliver adoption, engagement, cancellation, SKU, and trend analysis. Will the Salesforce exports and usage data follow a consistent format each month?

@Aaleen110

I understand you need an experienced Data Analyst to build a comprehensive reporting solution in Excel, combining product usage and Salesforce account/billing data to provide clear visibility into customer adoption, engagement trends, and cancellation patterns. I've previously built similar structured, account-level Excel reports that successfully consolidated disparate data sources for actionable insights. I will develop this reporting solution by consolidating your Excel datasets and Salesforce extracts. Using Account ID as the key, I'll create pivot tables and calculated fields within Excel to visualize customer adoption, engagement, and cancellation trends. The final output will be a dynamic, account-level Excel report with clear tables and charts. What is the expected frequency for updating this reporting solution once the initial build is complete? Ready to start as soon as you confirm scope.

@trm66614

I am excited about the opportunity to develop a comprehensive reporting solution for your organization. With my extensive experience in Excel, particularly in using Power Query and data modeling, I can ensure that your datasets are merged seamlessly into a single, reliable source of truth. I will focus on data cleaning, transformation, and validation to handle any discrepancies like duplicate records and unmatched IDs, creating a structured master dataset that provides clarity and insight into customer adoption and engagement trends. I will develop a user-friendly Excel report or dashboard that emphasizes monthly usage trends, customer engagement metrics, and a clear differentiation between active and canceled accounts. This will enable stakeholders to monitor account performance effectively and surface underlying patterns, particularly in usage leading to cancellations. Moreover, my aim will be to present this information in a clear and actionable format to facilitate insightful decision-making. Could you clarify the preferred format for the final Excel report or dashboard? I am looking forward to the possibility of collaborating on this project and delivering actionable business insights that will aid your team significantly. Best regards, Talha

@sekai1116

With your project's evident emphasis on data consolidation, I believe my expertise as a Senior AI and Software Engineer perfectly aligns with your needs. Over the years, I have honed my skills in data analysis, Natural Language Processing (NLP), and Python programming to create intelligent systems that can cleanly amalgamate complex datasets - just what your project demands. My in-depth knowledge of Excel using Power Query and data modeling will also help me build a reporting dashboard that aligns well with the objective of your project and can be easily refreshed for ongoing monitoring. Above all, my mission-driven approach emphasizes translating complex datasets into meaningful business insights. For your project, this would mean creating a report that is not just accurate but actionable as well. Focusing on descriptive analytics and business insights rather than extensive statistical modeling also strongly resonates with my methodology. I will ensure the final deliverable provides a well-structured master dataset with one row per account enriched with usage metrics, engagement indicators, lifecycle milestones, etc. Together, let's empower you with decisive reports that will enable you to make better-informed business decisions!

@vladang

Getting the Account ID joins right is the part that determines whether this report becomes a reliable source of truth or a collection of mismatched datasets, especially once duplicate records and missing IDs start appearing across the Salesforce extracts and usage files. I'd start by validating each source independently, then build a clean account-level master table before creating any reporting layer. Using Power Query for the transformation pipeline keeps the import, cleaning, merges, and refresh process repeatable instead of relying on manual Excel steps. I'd also add validation checks after each merge so unmatched Account IDs or unexpected row increases are easy to spot before they affect the dashboard. For the reporting side, I'd structure the workbook around account adoption, monthly usage trends, engagement metrics, lifecycle milestones, and active vs. cancelled comparisons, with Pivot Tables/Power Pivot where they make the most sense for fast filtering by product or SKU. One question: are the usage files generated in a consistent format each month, or do the column names and structure change between exports?

@MZITSERVICES

As an accomplished Data Scientist with robust skills in Python, Natural Language Processing (NLP), and Data Analysis, I am eager to bring my expertise to your AI Chatbot Development project. My extensive experience in extracting insights from complex data, a skill you have identified as central to this project, makes me confident that I will successfully deliver the structured Excel report you need. I have tackled intricate data challenges and transformed them into meaningful, actionable insights using my excellent command of tools such as Excel, Power Query, Power Pivot, and Python libraries like Pandas. Relational datasets and Salesforce exports are second nature to me; handling discrepancies, cleaning messy data sets filled with duplicates or missing values, validating data for consistency - these are all in my wheelhouse. Making sense out of a tangled web of data points comes as naturally to me as weaving a persuasive argument out of scattered thoughts. Choose me for not just a perfectly executed project but also for an intuitive analytical power tool for future monitoring and decision-making needs. Thanks ARM