Build an Executive KPI Dashboard for My Business

Posted yesterday

Worldwide

Summary

I'm looking for an experienced Business Intelligence / Dashboard expert to build a KPI dashboard for my business. The goal is simple: I want to open one dashboard every morning and immediately understand the health of my business, identify bottlenecks, and know exactly where to focus to increase sales and profitability. What I Need The dashboard should automatically update daily and pull data from multiple sources, including: Meta (Facebook & Instagram Ads) Excel spreadsheets CRM exports (Pipedrive) Other marketing and sales data sources The dashboard should be scalable so additional data sources can be added over time. The Dashboard Must Include Executive Overview Revenue Marketing spend Leads Calls booked Calls completed Show rate Sales Average sale value ROAS Cost per lead Cost per sale Daily, weekly, monthly and yearly comparisons Campaign Performance For every campaign, I want to see: Spend Leads Cost per lead Calls booked Calls completed Show rate Sales Revenue generated ROAS Cost per sale Conversion rates Ad / Creative Performance For every individual ad: Spend Leads Cost per lead Sales generated Revenue ROAS Conversion rate Ability to identify winning and losing creatives Marketing Platform Comparison Compare performance across different sources like: Facebook Instagram Google TikTok Organic Referral Email Other sources Sales Funnel Show conversion percentages at every stage. Sales Team Performance Sales by closer Close rate Revenue generated Average sale value Calls completed Conversion rates Trends Daily, weekly and monthly charts for: Revenue Leads Marketing spend ROAS Sales Cost per lead Cost per sale Requirements Modern, clean executive dashboard Easy to understand in less than five minutes Automatic daily updates Interactive filters (date, campaign, platform, country, sales rep, etc.) Fast performance even with large datasets Well-organized backend that can easily be expanded Preferred Skills Power BI (preferred) Excel Dashboard Development Power Query Power Pivot Business Intelligence Data Visualization Meta Ads reporting Marketing analytics CRM integrations KPI dashboard design Please Include in Your Proposal Examples of executive dashboards you've built. Experience with marketing and sales dashboards. Which tools you recommend (Power BI, Excel, Looker Studio, etc.) and why. Your estimated timeline. How you would structure this project. I'm looking for someone who thinks like a business owner, not just someone who builds charts. I want a dashboard that helps me make better decisions every day, identify opportunities, and scale the business efficiently. If you've built dashboards that have improved decision-making for CEOs or founders, I'd love to see your work.

  • Less than 30 hrs/week
    Hourly
  • < 1 month
    Duration
  • Intermediate
    Experience Level
  • $5.00

    -

    $15.00

    Hourly
  • Remote Job
  • One-time project
    Project Type
Skills and Expertise
Mandatory skills
Automation
Microsoft Excel
Activity on this job
  • Proposals:20 to 50
  • Last viewed by client:yesterday
  • Interviewing:
    3
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Dec 18, 2018
  • United States
    Scottsdale1:39 AM
  • $15K total spent
    28 hires, 11 active
  • 1,175 hours
  • Mid-sized company (10-99 people)

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