We Handle the Data—You Drive Results with Powerful Dashboards

We make working with dashboards simple, even if you’re not a data expert. Whether you’re looking for a prebuilt dashboard, a custom solution, or automated updates, our process ensures you get the insights you need with minimal effort.

View Process

How it Works

Setup and Monthly Service Process Explained

01

01

Choose Your Dashboard

  • Browse our collection of prebuilt Google Sheets dashboards and purchase the one that fits your needs. If you don’t see what you’re looking for, request a custom solution—we’ll create one tailored to your business.
  • Want your data connected automatically? Add setup services at checkout or submit a request.

02

Share Your Requirements and Data

  • For setup services or custom dashboards, fill out a quick form describing your needs. If desired, we’ll sign an NDA to ensure your data remains confidential.
  • You’ll provide a small sample of your raw data so we can assess its complexity and create a tailored proposal.

03

Receive Your Proposal

  • We’ll send you a detailed proposal, including:
  • The one-time setup fee (50% payable upfront and 50% upon delivery).
  • The monthly fee for ongoing updates.
  • An estimated timeline for delivery.
  • Once you approve the proposal and make the first payment, we’ll get started.

04

Setup and Automation

  • You’ll upload your raw data into a designated Google Sheet. From there, we’ll handle everything else—setting up the formulas, pivot tables, and connections to ensure your data flows seamlessly into the dashboard.
  • It’s highly recommended that the raw data comes directly from a regular system download (e.g., ERP, CRM, financial software) without manual changes before uploading it to Google Sheets. This ensures the data is always in the exact same format, avoiding errors and keeping the dashboard functioning properly.

05

Get Your Dashboard Delivered

  • Receive your fully functional dashboard, ready to provide insights. If you’ve requested a custom solution, we’ll ensure it’s tailored to your exact needs.
  • The final 50% of the setup fee is due upon delivery.

06

Enjoy Automated Updates

  • With a custom dashboard that’s always up-to-date, you can focus As long as you maintain your monthly subscription, your dashboards will update seamlessly whenever you upload raw data.
  • If payments stop, advanced functionality like automated updates will be deactivated until the subscription is resumed.

About Me

Meet the Data Strategist Behind the Dashboards

With two master's degrees from leading institutions and 16 years of experience in strategy consulting and eCommerce, I bring a unique mix of analytical rigor, strategic insight, and hands-on data expertise.

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FAQ

You Have Questions?

View All Dashboards
01
What is a Google Sheets Dashboard?

A Google Sheets Dashboard is a prebuilt, professionally designed tool that helps you visualize and analyze your data. It organizes raw data into intuitive charts, graphs, and summaries, making it easy to track KPIs, monitor trends, and make informed decisions.

02
Who would benefit from these Dashboards?
  • Our dashboards are designed for:
  • Small Business Owners: If you don’t have the skills to create dashboards or the budget to hire an analyst, our solutions make it easy to track your metrics.
  • Time-Conscious Professionals: Save hours of work by purchasing prebuilt dashboards that are ready to use and customizable.
  • Companies Exploring Options: Perfect for iterating and refining your metrics before moving to fully automated tools like Looker Studio.
03
How does the Data Service work?

You provide your raw data by uploading it to a designated Google Sheet, and we handle the rest. Our service cleans, organizes, and structures your data, ensuring it integrates seamlessly into your dashboard. Automated updates ensure your dashboard stays accurate and up-to-date whenever you upload new data.

04
Why use Google Sheets instead of other Tools?

Google Sheets offers a flexible, user-friendly platform that’s perfect for quick iterations and real-time collaboration. Unlike complex tools that require significant setup, Sheets lets you hit the ground running. It’s also ideal for businesses not ready to invest in full-scale automation.

05
Can I customize a prebuilt Dashboard?

Yes! All prebuilt dashboards are fully customizable. You can tailor them to fit your unique business needs by editing the formulas, layout, and visualizations. If you need help making changes, we’re here to support you.

06
What if I need a Dashboard that’s not prebuilt?

No problem! We can create a custom dashboard tailored to your specific needs. Simply fill out the request form, and we’ll send you a proposal detailing the setup fee, monthly subscription, and timeline.

07
What type of Data can I connect to the Dashboards?
  • You can connect data from a variety of sources, including:
  • ERP systems (e.g., SAP, NetSuite)
  • CRM systems (e.g., Salesforce, HubSpot)
  • Financial data (e.g., QuickBooks, Excel exports)
  • Marketing data (e.g., Google Analytics, Facebook Ads)
08
Why do you need my raw Data?

Dashboards require consistent formatting and structure to work seamlessly. By sharing your raw data, we ensure it integrates correctly into the dashboard without errors. To avoid issues, we recommend using direct downloads from your systems instead of manually editing the data before uploading.

09
Do you offer NDAs?

Yes! If you’re concerned about data confidentiality, we’re happy to sign your company’s NDA or provide our own standard NDA template for review.

10
Will the Dashboards also work in Excel?

Our dashboards are specifically designed for Google Sheets to leverage its unique features, such as cloud-based sharing, automation, and real-time updates. While you can export the dashboard to Excel, key features like automated updates and certain formulas may not function as intended.

11
Do I need to know how to use Google Sheets?

Yes, a basic understanding of Google Sheets is required to use the dashboards effectively. You should be comfortable with tasks like copying and pasting data, navigating tabs, and making minor adjustments to formulas. Our dashboards are user-friendly, but they’re not designed to teach the basics of Google Sheets. If you're new to spreadsheets, we recommend reviewing some free Google Sheets tutorials before purchasing.

12
How does the payment process work for setup services?

For setup services, you pay 50% of the one-time setup fee upfront and the remaining 50% upon delivery of the dashboard. The monthly subscription fee begins once your dashboard is fully set up and operational.

13
What happens if I stop paying the Monthly Fee?

If you cancel your subscription or miss a payment, your dashboard will stop updating automatically when you upload new data. However, the dashboard itself will still be accessible, and you can resume the service anytime to restore full functionality.

14
How long does it take to set up a Dashboard?

The timeline depends on the complexity of your data and the scope of your project. For prebuilt dashboards with basic setup services, it typically takes 3–5 business days. Custom dashboards may take longer, and we’ll provide an estimated timeline in your proposal.

15
What makes these Dashboards better than free Templates?

Our dashboards are professionally designed to save you time and effort. They include features like clear layouts, automated calculations, and customization options that you won’t find in generic templates. Plus, they’re backed by expert support to help you get the most value out of your data.

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