Set Up a Business Intelligence Dashboard Using Google Workspace + Zapier

Posted 3 weeks ago

Worldwide

Summary

Overview I run a construction and remodeling company with several divisions. I want a central business intelligence setup that pulls my key numbers into one place, so I can see what's happening across financials, sales, and marketing without exporting spreadsheets by hand every week. This is unfamiliar territory for me, so I'm looking for someone who can architect the whole thing, recommend the right approach, set it up, and explain it in plain language. I don't want to add a pile of new software. I already have Google Workspace and Zapier, so I'd prefer to build on tools that connect to those (Looker Studio, Google Sheets / BigQuery) rather than introduce new platforms. If a different approach within that world makes more sense, tell me why. Data sources I want to bring together Financial metrics from QuickBooks (P&L, cash flow, job costing by division) Bank account balances and activity Lead sources (where inquiries are coming from) Estimates sent / bid activity Some proprietary internal metrics I'll share with the right person Anything already flowing through my existing Zapier integrations Preferred stack Looker Studio for the dashboards (free, already in my Google account) Google Sheets or BigQuery as the place data lands and accumulates over time Zapier to move data from each source into that hub A sensible solution for QuickBooks financial reporting — open to a purpose-built connector if that's smarter than building it from raw exports Deliverables A working dashboard (or set of dashboards) covering the sources above The data pipelines / automations feeding it, documented A short walkthrough (recorded video or live call) so I understand how it works and can make small changes myself I'd prefer to phase this: financial + core dashboard first, then lead / estimate / operational metrics About you Experience building BI dashboards in Looker Studio (or similar) for small businesses Comfortable with Zapier and Google Sheets / BigQuery Bonus: experience with QuickBooks data, and with construction, trades, or service-business metrics Able to explain technical choices to a non-technical owner To apply Briefly describe a similar setup you've built and the tools you used Note specifically how you'd approach connecting QuickBooks and bank data Give a rough estimate of hours/cost and a timeline

  • Less than 30 hrs/week
    Hourly
  • 3-6 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Zapier
Looker Studio
Data Visualization
Activity on this job
  • Proposals:50+
  • Last viewed by client:yesterday
  • Interviewing:
    16
  • Invites sent:
    84
  • Unanswered invites:
    53
About the client
Member since May 14, 2017
  • United States
    Yukon6:05 PM
  • $157K total spent
    136 hires, 47 active
  • 8,283 hours
  • Sales & Marketing
    Mid-sized company (10-99 people)

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