Executive KPI & Revenue Dashboard Setup

Service Scope

One business dashboard in Looker Studio or a supported CRM reporting tool, with up to three pages and 15 KPIs. Includes one existing CRM pipeline and up to two additional supported sources, using one reporting currency.

Give leadership a practical view of leads, pipeline, and recorded revenue. Define the metrics clearly and connect existing marketing and CRM data through supported reporting tools.

Pricing and Service Period

The price is USD 1499.00 for the complete one-time project within the stated scope. Additional websites, accounts, quantities, data preparation, or implementation requirements are quoted separately.

Define the Business Metrics

We agree on lead stages, deal status, revenue recognition for reporting, reporting dates, and the selected funnel measures. Unknown or unavailable values are identified rather than filled with unsupported estimates.

Build the Leadership Views

We configure up to three pages covering the approved acquisition, pipeline, and revenue questions. Supported native or maintained connectors provide access to existing data.

Reconcile the Sources and Train the Owner

We check representative leads, deals, and totals against the CRM and source reports. A metric dictionary and one 45-minute handoff explain the refresh cycle, filters, and data ownership.

Testing and Quality Review

• Trace selected KPIs to source fields and calculation definitions
• Check closed-deal totals and funnel denominators
• Review filters, refresh behavior, and dashboard permissions

What's Included

• 1 dashboard in a supported reporting tool
• Up to 3 pages and 15 KPIs
• 1 existing CRM pipeline and 2 additional sources
• 1 reporting currency and agreed date basis
• Lead, deal, and source-total reconciliation
• 1 metric dictionary and 45-minute handoff
• 1 consolidated correction round

Client Requirements

The client retains ownership of accounts and supplies the information and permissions needed for the approved work.

• Existing CRM data with usable lifecycle, value, and date fields
• Access to supported connectors and the selected reporting tool
• Approved business metric definitions and one reporting owner
• One named contact for approvals, account ownership, and consolidated feedback
• Timely access, usable source data, and approval of the agreed measurement definitions

Delivery and Revisions

Standard delivery is 7–10 business days after all required access, source data, approvals, and supported account capabilities are confirmed. External account approvals, unavailable data, platform processing, and client-dependent development can affect the schedule.

One consolidated correction round is included for the approved definitions, configuration, quantities, or factual findings. New objectives, replacement datasets, extra accounts, changed designs, and additional features require a separate scope.

Important Scope Boundaries

• CRM implementation, historical data entry, or financial-statement preparation
• A custom warehouse, complex ETL, or new source-attribution capture
• Paid connectors, subscriptions, and ongoing management

Software, hosting, cloud usage, phone usage, paid apps, and third-party connector fees are purchased separately. Measurement is limited by available data, platform capabilities, consent choices, and browser behavior. No specific sales result or complete attribution of every customer is promised.