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Business & Finance accounting & finance

KPI Dashboard Setup (Basic)

$50/hr Starting at $25

Track Your Key Metrics Visually & Easily

Monitor the health of your business at a glance. I will set up a simple, customized dashboard (typically in Excel or Google Sheets) to track 3-5 Key Performance Indicators (KPIs) that matter most to you.

What's Included:

  • Consultation to identify the 3-5 specific KPIs you want to track.
  • Understanding your existing data sources for these KPIs.
  • Setup of a dashboard with basic charts and visualizations.
  • Instructions on how to update the dashboard with new data.
  • (Focus is on setup using existing data; does not include complex data integration or ongoing maintenance unless scoped separately).


Benefits:

  • Easily monitor key business drivers.
  • Visualize trends over time.
  • Improve focus on critical performance areas.
  • Facilitate data-driven discussions.


Requires you to identify KPIs and have data available. Let's build your performance snapshot!

About

$50/hr Ongoing

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Track Your Key Metrics Visually & Easily

Monitor the health of your business at a glance. I will set up a simple, customized dashboard (typically in Excel or Google Sheets) to track 3-5 Key Performance Indicators (KPIs) that matter most to you.

What's Included:

  • Consultation to identify the 3-5 specific KPIs you want to track.
  • Understanding your existing data sources for these KPIs.
  • Setup of a dashboard with basic charts and visualizations.
  • Instructions on how to update the dashboard with new data.
  • (Focus is on setup using existing data; does not include complex data integration or ongoing maintenance unless scoped separately).


Benefits:

  • Easily monitor key business drivers.
  • Visualize trends over time.
  • Improve focus on critical performance areas.
  • Facilitate data-driven discussions.


Requires you to identify KPIs and have data available. Let's build your performance snapshot!

Skills & Expertise

BudgetingCashflowDashboard DesignData ManagementFinancial AnalysisFinancial ReportingMicrosoft ExcelMicrosoft Excel DashboardProfit and Loss AnalysisReportingReports

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