Custom KPI Dashboard (Standard)

Bright Mike

(0)

Starting at

$

55

About this service

Summary

I offer custom KPI dashboards in Excel tailored to businesses of all sizes, helping you track and visualize your most important metrics without the need for macros or VBA.
From simple dashboards to advanced, fully automated systems, I design solutions that are interactive, easy to update, and visually engaging.
My unique approach lies in delivering highly customized, user-friendly dashboards that empower you to make data-driven decisions—no technical skills required.

Process

1. Initial Consultation
Objective: Understand the client’s business needs and key metrics.
Discussion: During an initial call or email exchange, we’ll discuss the client’s goals, key performance indicators (KPIs), and specific metrics they want to track (e.g., sales, customer feedback, operational efficiency).
Dashboard Tier Selection: Based on the complexity of the client’s needs, we’ll confirm whether the Basic, Standard, or Advanced plan is the most suitable.
2. Data Collection
Objective: Gather the necessary data sources for KPI tracking.
Client Input: The client provides the relevant data for the dashboard. This could include Excel files, CSV exports, or other data sources like financial reports, CRM exports, or web analytics.
Data Review: I review the data to ensure it is clean and suitable for analysis. If data is incomplete or requires further organization, I may suggest simple improvements or ask for clarification from the client.
3. Dashboard Design and KPI Selection
Objective: Define the structure and appearance of the dashboard, ensuring it aligns with the client’s requirements.
KPI Definition: We finalize the specific KPIs to be tracked (e.g., total sales, profit margin, customer satisfaction score).
Layout & Design: I create a preliminary layout for the dashboard, organizing how the KPIs will be displayed (charts, graphs, tables, etc.).
Client Approval: I share the initial design concept for feedback before moving forward with the full build.
4. Dashboard Development
Objective: Build the dashboard according to the selected tier.
Standard Plan:
Build a more interactive dashboard that tracks up to 5 KPIs.
Integrate multiple data sources and include advanced charts (e.g., pie charts, conditional formatting).
Add features such as slicers, filters, and trend analysis.
5. Client Review and Feedback
Objective: Ensure the dashboard meets the client’s needs and make any necessary adjustments.
First Draft: I share the first version of the dashboard with the client for review.
Feedback Session: The client provides feedback on the dashboard’s functionality, design, and accuracy of the KPIs.
Revisions: Depending on the plan, I make revisions (2 for Basic, 3 for Standard, 5 for Advanced) based on the client’s feedback.
6. Final Delivery
Objective: Provide the finalized dashboard and ensure it’s fully operational for the client’s needs.
Final Version: After incorporating revisions, I deliver the final version of the dashboard in Excel format.
Walkthrough: For Standard and Advanced plans, I offer a walkthrough session where I explain how to use the dashboard, manage data updates, and utilize the interactive features.
If the client requests more KPIs, custom reports, or extended support, I can offer these add-ons for an additional fee. I also provide guidance on how to expand the dashboard further if their needs grow in the future.

FAQs

  • What is a KPI dashboard, and why do I need one?

    A KPI (Key Performance Indicator) dashboard is a tool that visually displays key metrics to help you monitor your business's performance. It helps track progress toward goals, identify trends, and make data-driven decisions. Whether you're a small business owner, manager, or entrepreneur, a KPI dashboard ensures you always have insights into critical areas like sales, customer satisfaction, and productivity.

  • What’s the difference between the Basic, Standard, and Advanced plans?

    - Basic Plan (£50): Includes up to 3 KPIs, basic charts and graphs, and manual data entry from one data source.integration of multiple data sources (up to 2), - Standard Plan (£75): Offers up to 5 KPIs, advanced data visualization, integration of multiple data sources (up to 5), and automated data refreshes. - Advanced Plan (£100): Provides full customization, up to 10 KPIs, complex visualizations, automated updates from multiple data sources (up to 7), goal-setting, alerts, and advanced filters

  • How do I know which plan is right for me?

    - Choose the Basic Plan if you have a small business or simple tracking needs (3 KPIs or less). - The Standard Plan is ideal for small to medium-sized businesses that need more customization and automation (up to 5 KPIs). - The Advanced Plan is perfect for larger businesses with complex data tracking needs (up to 10 KPIs, multiple data sources, automation).

  • Do I need to manually input data?

    No. I offer automated data refreshes, meaning the dashboard will update itself when connected to the relevant data source.

  • What if I don’t have any data to provide yet?

    No problem! I can build the framework of the dashboard with placeholder data, and once your real data becomes available, you can easily plug it in following the instructions provided.

What's included

  • Custom KPI Dashboard

    - A more advanced Excel dashboard featuring up to 5 KPIs. - Enhanced visualizations such as pie charts, scatter plots, and conditional formatting for highlighting trends and anomalies. - A well-structured, clean design for improved usability and reporting clarity.

  • Multi-Source Data Integration

    - Integration to data sources (e.g., sales and marketing data, customer feedback and financial data).

  • 3 Revision

    Two opportunities for clients to request adjustments or modifications to the dashboard after delivery.

Duration

3 days

Skills and tools

Data Visualizer
Business Analyst
Data Analyst
Microsoft Excel

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