Reporting & Data Visualization: Real Time Custom Dashboards by Tom Krassowski

Reporting & Data Visualization: Real Time Custom Dashboards

Tom Krassowski

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About this service

Summary

I build custom dashboards to track LTV, customer acquisition cost, funnel potential, conversion rates, and sales performance: All in one place. Gain real-time insights into individual sales reps' performance, activities, and deal progress to optimize your funnel, improve decision-making, and scale efficiently.

Process

1️⃣ Data Integration – Connect CRM, marketing, and sales tools via APIs & automation. 2️⃣ Custom Dashboard Setup – Organize key metrics & insights for real-time tracking. 3️⃣ Performance Analysis – Monitor conversion rates, rep activity, and sales efficiency. 4️⃣ Ongoing Optimization – Adjust & scale based on data-driven insights.

Get full visibility into your sales funnel to improve decision-making and scale efficiently.

FAQs

What kind of data can I track with this dashboard?
You can track everything you currently have data on, including LTV (Lifetime Value), Customer Acquisition Cost (CAC), funnel potential, conversion rates, individual sales rep performance, activities, and overall sales efficiency—all in one place.
Can you help me track new data points?
Yes! We also help you add new tracking, such as UTM links, event tracking, and custom attribution models, so you get a full picture of your funnel performance especially if you're expanding into new channels.
How do you collect and integrate the data?
We use APIs, Zapier, Google Sheets, and direct CRM integrations to pull live data from your sales, marketing, and fulfillment systems.
Can this dashboard connect to my CRM and marketing tools?
Yes! We can integrate with Salesforce, HubSpot, Pipedrive, Close, Google Ads, Facebook Ads, Stripe, and other sales & marketing platforms.
Can I customize the dashboard based on my needs?
Absolutely! We tailor the dashboard to track the specific metrics and KPIs that matter most to your business.
How long does it take to build the dashboard?
It depends on complexity, but most dashboards take 1-3 weeks from setup to final optimization.
What tools do you use to build the dashboard?
We use Google Sheets, Looker Studio, Figma (for design), and Framer (for hosting). More advanced setups can include Notion, Airtable, or custom-built platforms.
Can I see real-time data in the dashboard?
Yes! We automate data collection so your dashboard updates in real-time or at scheduled intervals.
Can it track the performance of individual salespeople?
Yes! You can track closed deals, response times, activities, follow-ups, and individual rep performance to optimize sales efficiency.
What if I need additional features later?
We can adjust, expand, or automate more processes as your business grows. Your dashboard is built to scale with your operations!
How do I get started?
Let’s discuss your needs! Reach out, and I’ll help you set up a dashboard that makes data-driven decision-making easy.

What's included

100% Custom Sales Funnel Dashboard: Track Conversions & Insights
Need to track LTV, customer acquisition cost, funnel potential, and conversion rates? We build dashboards that display all key sales data in one place!

Skills and tools

Data Analyst

Data Modelling Analyst

Data Scientist

Data Analysis