Insight
Data Foundations Setup
A small cloud data warehouse in BigQuery or Postgres with up to 4 business tools synced daily, 10 cleaned reporting tables and…
Insight
Business KPI Dashboard Build
One dashboard that pulls your key numbers from up to three tools and refreshes on schedule, with every metric defined.
Many weekly meetings start with someone rebuilding a spreadsheet by hand. Business KPI Dashboard Build replaces that with one dashboard in Looker Studio or Power BI. We agree up to 20 KPIs with you and connect up to three data sources. Then we build up to three pages with filters and set a scheduled refresh. A data check log shows the totals match your sources.
- Up to 20 KPIs agreed and defined in a metric dictionary
- Up to three data sources connected and refreshed on schedule
- Dashboard totals checked against source totals in a log
$3,225
12–22 working days
Optional maintenance $199/mo
What it is
Business KPI Dashboard Build is a one-time service that builds one business dashboard in Looker Studio or Power BI. It includes a written KPI questionnaire, a metric dictionary for up to 20 KPIs and up to three connected sources. You also get scheduled refresh, viewer access, a data check log and a written walkthrough.
Why businesses buy it
When numbers live in accounting, CRM and store tools, nobody sees the whole picture without manual work. Copying figures into a spreadsheet each week takes time, and small mistakes creep in. Different people also define the same metric in different ways. This build starts by agreeing what each KPI means and where it comes from. Then the dashboard pulls the numbers on a schedule, so the meeting starts from the same figures for everyone. The data check log shows how dashboard totals compare with your source systems.
Problems this solves
Someone rebuilds the same report by hand every week
Up to three data sources are connected to one dashboard through native connectors or Google Sheets. A scheduled refresh keeps the numbers current without copying.
People define the same metric in different ways
A written KPI questionnaire agrees up to 20 KPIs, and a metric dictionary records each formula, source and owner. Your KPI owner approves it before the build.
Nobody trusts the totals on existing reports
A data check log compares dashboard totals with source totals for the same period. Any gap is explained, so your team knows the figures can be relied on.
A good fit if
You run the business on spreadsheets plus two or three SaaS tools, such as accounting, CRM and a store.
Someone builds the same report by hand every week or month.
Your tools have native connectors for Looker Studio or Power BI, or can export to Google Sheets.
You can name one person who owns the KPIs and approves their definitions.
Not the right fit if
Your data sits in four or more tools and needs one clean home first. See Data Foundations Setup.
You want AI alerts when a KPI moves unexpectedly. See AI KPI Monitor.
You want to ask questions of your data in plain English. See AI Business Intelligence Dashboard.
Your website and ad tracking is not set up yet. See Tracking and Analytics Setup.
How it works
- You invite us with read access to each data source and share your current reports or spreadsheets.
- Through a written KPI questionnaire and follow-up questions by email, we agree up to 20 KPIs and write a metric dictionary for your approval.
- We connect up to three sources through native connectors or Google Sheets.
- We build the dashboard with up to three pages, date and segment filters, and a scheduled refresh.
- We compare dashboard totals with source totals and record the results in a data check log.
- You get viewer access for up to 25 people and a written walkthrough of the finished dashboard.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Read access by invite, or a key you control, for each data source.
- A named KPI owner who knows how the business is measured.
- Your current reports or spreadsheets, so we can match what you use today.
- One person who approves the KPI definitions.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Order placed. Source access, KPI owner and current reports due within 72 hours.
KPI questionnaire
KPI questionnaire answered, then the metric dictionary drafted.
Connect
Up to three data sources connected through native connectors or Google Sheets.
Build
Dashboard pages, filters and scheduled refresh set up.
Check and revise
Totals checked against sources, then your revision rounds.
Handover
Viewer access shared, data check log and written walkthrough delivered.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 12–22 working days | $3,225 |
What you receive at handover
- A written KPI questionnaire and a metric dictionary for up to 20 KPIs
- One dashboard of up to three pages with date and segment filters
- Connections to up to three data sources with a scheduled refresh
- Viewer access for up to 25 people
- A data check log and a written walkthrough
- Post-launch support for questions and fixes
Expected benefits and how to measure them
- Can cut the hours spent building reports by hand
- Helps everyone work from the same definitions
- Makes trends easier to spot with date and segment filters
- Hours spent on reporting
- Ask the person who builds reports to log their time for a month before and a month after launch.
- Dashboard use
- Check viewer activity in Looker Studio or Power BI usage reports each month.
- Data mismatches
- Repeat the data check log comparisons each quarter and count any totals that no longer match.
Before you start: Before you answer the questionnaire, note how long the current weekly or monthly report takes to build. Keep a copy of the last report for comparison.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
With Looker Studio and native connectors, there are usually no running costs. If you choose Power BI, viewers may need Power BI Pro licenses. Some tools need a paid connector to reach Looker Studio or Power BI. Any licenses or connectors are paid directly to the vendor.
Ask about running costsCustom requirements
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.
Request a custom versionKeep it running
The dashboard sits in your own account and refreshes on its own schedule. You keep the metric dictionary, data check log and written walkthrough. We fix issues during the 30 days of post-launch support. After that, optional Upmark maintenance covers monitoring, fixes, connector updates, a monthly health report and a small number of change hours.
$199/mo (the minimum fee, includes 2 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself | Hire a traditional agency | Upmark Labs | |
|---|---|---|---|
| Reporting effort | Copy numbers into a spreadsheet each week | A BI project scoped over several calls | Ours connects up to three sources and refreshes on schedule |
| Metric definitions | Each person works them out differently | Documented if the scope includes it | Ours includes a metric dictionary for up to 20 KPIs |
| Accuracy check | Spot checks when something looks odd | Testing approach varies | Ours records dashboard totals against source totals in a log |
| Cost | Hours of staff time every reporting cycle | Day rates or a quote after discovery | Ours is one fixed price, shown before you buy |
Questions about this product
Should we choose Looker Studio or Power BI for our KPI dashboard?
It depends on your tools and licenses. Looker Studio is free and fits well with Google Workspace, Google Analytics 4 and Google Sheets. Power BI suits Microsoft 365 businesses, but viewers usually need Power BI Pro licenses. We advise on the choice in writing at intake, before anything is built.
Which data sources can the KPI dashboard connect to?
Up to three tools that have a native connector or can export to Google Sheets. Common examples are QuickBooks, Xero, HubSpot, Shopify and Google Analytics 4. If a tool only works through a paid connector, you pay for it directly. Its setup is quoted through a Change Quote.
What is the metric dictionary in the dashboard build?
A short document that defines each KPI in plain English. For each metric it records the name, the formula, the source system and the owner. It stops arguments about what revenue or active customer means. Your KPI owner approves it before the dashboard is built, and you keep it for future reports.
How do we know the dashboard numbers are right?
We check them and record the results. The data check log compares dashboard totals with the totals in each source system for the same period. Any gap is explained, such as refunds or time zones. You can repeat the same checks later to confirm the numbers still match.
Can you clean our data as part of the dashboard build?
Only simple joins and tidy-ups. If your data has many duplicates, mismatched IDs or lives in four or more tools, it needs a proper home first. Data Foundations Setup builds a small warehouse with cleaned reporting tables. AI Data Cleaning handles messy records. Either can come before the dashboard.
Who can view the KPI dashboard after handover?
Up to 25 viewers, set up with access during the build. The dashboard lives in your own Looker Studio or Power BI account, so your admin can add or remove people later. Row-level security, where people see only their own region or team, is not included in this build.
What support is there once the KPI dashboard is live?
You get 30 days of post-launch support for questions and fixes. After that, optional Upmark maintenance covers monitoring, fixes when a connector changes, a monthly health report and a few change hours. Plan details are on the maintenance plans page, so you can decide once the dashboard has settled in.
Start every meeting from the same numbers
Order the Business KPI Dashboard Build for one dashboard with agreed KPIs, connected sources and a scheduled refresh. Stop rebuilding the weekly spreadsheet.
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