Custom KPI Dashboard (Premium)

Bright Mike

(0)

Starting at

$

115

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: For Standard and Advanced plans, 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.
Advanced Plan:
Develop a highly customized and automated dashboard that tracks up to 10 KPIs.
Implement advanced visualizations (e.g., heat maps, dynamic sparklines).
Set up full automation for data updates and custom reporting.
Include drill-downs, goal tracking, and alert notifications.
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: 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

  • Can you integrate live data into the Excel dashboard?

    Yes, I can integrate live data via API or external sources like Google Sheets or databases. I offer automated data refreshes, meaning the dashboard will update itself when connected to the relevant data source.

  • Will the dashboard work on both Windows and Mac?

    Yes, the Excel dashboard will be compatible with both operating systems.

  • 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).

  • How will the dashboard be delivered?

    Once the dashboard is complete, I will send you an Excel file with the custom-built dashboard. You will also receive instructions on how to use and update the dashboard if needed. I provide support and revisions based on your plan to ensure everything is working as expected.

  • What if my business grows and I need a more complex dashboard in the future?

    If your needs grow over time, I can upgrade your existing dashboard or create a new, more advanced version. I’ll make sure your dashboard scales with your business to accommodate new KPIs or data sources.

What's included

  • Comprehensive Custom KPI Dashboard

    - A fully customized Excel dashboard featuring up to 10 KPIs, tailored specifically to the client’s needs. - Professional and intuitive layout for complex data tracking and business insights.

  • Multiple Data Source Integration

    Integration to different data sources (e.g., CRM, ERP, financial reports, customer analytics). Seamless linking of data across multiple files with automated updates for real-time performance tracking. Web embedded

  • Custom Reports

    Automated report generation based on user-defined criteria (e.g., weekly, monthly, or quarterly reports exported to Excel or PDF format)

  • Goal Setting and Alerts

    Custom targets for each KPI, with conditional formatting to highlight when targets are met or missed. Alert notifications built into the dashboard to signal when performance is below a set threshold.

  • User Documentation and Training

    Comprehensive user manual that covers every aspect of the dashboard’s functionality, including how to manage data sources, interpret charts, and generate reports.

  • 4 revisions

    Up to 4 rounds of revisions to fine-tune the dashboard to the client's exact specifications.

Duration

5 days

Skills and tools

Data Visualizer
Data Analyst
Microsoft Excel

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