Looker Studio Dashboard - Financial Consulting Firm
Mário Guedes
A financial consulting firm approached me looking to build a dashboard to track their main KPIs, such as revenue, project status, CSAT and KR status.
Using Python and SQL through Deepnote, I extracted and treated the data from Monday.com, the platform they use to manage both their projects and their sales pipeline. Because of the low volume, I saved the data into Google Sheets and configured an automatic weekly upsert.
Finally, I used Looker Studio to build the visualizations.
Overview
CSAT data
Key Results data
Projects data
Data sources
Table merges
Like this project
Posted Feb 10, 2025
Built a dashboard on Looker Studio for a financial consulting firm to help them track employee productivity and calculate their bonusses.
Likes
0
Views
9
