KPI dashboards
A live view of the numbers you choose, in Looker Studio or Power BI, pulled from the tools where the data already lives.
Data & Reporting
KPI dashboards and monthly reporting
The numbers you run your business on, on one screen and updated from your own data, plus a monthly report that says what changed and what to look at next.
The basics
What is a KPI dashboard?
A KPI dashboard is one screen that shows your key performance indicators, such as leads, booked jobs, revenue or unpaid invoices, updated automatically from the tools where that data already lives. Instead of opening five apps or rebuilding a spreadsheet every Monday, you see the numbers side by side and spot changes early. We choose the indicators with you.
Common first KPIs
- New leads, by source
- Leads that became booked jobs
- Revenue and average job value
- Unpaid and overdue invoices
- Website visits and form submissions
What we build
Dashboards and reports built on your data
We start from the decisions you make each week, then connect the data that answers them.
Monthly reporting
A short report each month in plain English: key numbers next to last month, where leads came from, what changed and what to check next.
Analytics and tracking setup
Google Analytics 4, Search Console and conversion tracking set up properly, so the data is right from the start.
Data connections and cleanup
Spreadsheets and exports mapped into one tidy source the dashboard can rely on, with consistent names and no duplicates.
Our stack
The data tools we work with
Data & reporting
Power BI
Python
PostgreSQL
MySQL
SQL Server
Jupyter
pandas
Looker
BigQuery
Snowflake
Tableau
Logos are trademarks of their respective owners, shown to identify tools we work with. No endorsement implied.
How it works
From first message to delivery
Tell us about the project
Fill in the short form or book a call. Tell us what you want to fix or build.
Custom proposal within 1 business day
Scope, price and timeline in writing. It's free, with no obligation.
Sign the MSA, your portal opens
You e-sign the Master Services Agreement and get your own client portal for progress, files, messages and invoices.
Build, deliver, support
We build, you review in the portal, and we deliver what the proposal lists.
Questions and answers
Which tools do you build dashboards in?
Usually Looker Studio or Power BI. If you already pay for another reporting tool, we can often build in that instead. We confirm the choice in your proposal.
What data can you connect?
Most tools that export data or allow a connection: spreadsheets, accounting software, your CRM, booking or point-of-sale systems, Google Analytics and ad accounts. If a source can't be connected automatically, we tell you and suggest the simplest workaround.
Do my numbers need to be clean first?
No. Mapping and cleaning your data is part of the work. Your proposal says how much cleanup the project needs.
Who can see the dashboard?
You decide. Access is set per person, so a manager can see operations without seeing everything else.
How is a data project billed?
The proposal is free, with no obligation. Data and reporting projects are billed as set out in your signed Statement of Work, and payments go through secure Stripe invoices.
Tell us which numbers you want to see
We'll send a custom proposal within one business day.
Prefer to talk? Call (360) 605-1616 or write to hello@northstream-digital.com.