Custom KPI Dashboard (Premium)
Starting at
$
115
About this service
Summary
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
