Executive KPI Dashboard Build and Handover (10-15 days)
A fixed-scope engagement that turns scattered client reporting into one leadership-grade dashboard tied to strategic goals, then trains the client's team to own it. Built for agencies that want a repeatable analytics offer instead of one-off report requests. Time: 10-15 days.
By InnovaAI ResearchPublished
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Executive KPI Dashboard Build and Handover (10-15 days)
A fixed-scope engagement that turns scattered client reporting into one leadership-grade dashboard tied to strategic goals, then trains the client's team to own it. Built for agencies that want a repeatable analytics offer instead of one-off report requests.
- Signed scope naming the executive sponsor and the two to four decisions the dashboard must support; read access to every source system (ad platforms, CRM, finance export, project tracker); a documented metric dictionary or a 90-minute session to build one; agreement on refresh cadence (daily, weekly, or monthly); client-side owner identified for post-handover maintenance.
- 1.Interview the executive sponsor and two department leads on the decisions they make weekly
- 2.Inventory every existing report, spreadsheet, and slide deck currently used in leadership meetings
- 3.Log source systems, data owners, and known quality issues in a single tracker
- 1.Draft the metric dictionary with definitions, formulas, and owners for each KPI
- 2.Separate leading indicators from lagging outcome metrics
- 3.Confirm which metrics get retired so the dashboard does not exceed 12 tiles
- 1.Map each KPI to its source field and transformation logic
- 2.Flag metrics that require manual entry and propose an interim workaround
- 3.Get written sign-off on the metric dictionary from the executive sponsor
- 1.Connect the first data sources to the chosen platform
- 2.Validate row counts and totals against the client's existing reports
- 3.Document every discrepancy over 2 percent and its cause
- 1.Build the transformation layer that normalizes dates, currencies, and channel naming
- 2.Create a staging table or dataset for each business unit
- 3.Test refresh behavior with a full reload
- 1.Design the executive summary view with no more than six headline tiles
- 2.Add trend context so each number shows comparison against prior period and target
- 3.Apply the client's brand colors and logo placement
- 1.Build the drill-down pages for each department or channel
- 2.Add filters for date range, region, and business unit
- 3.Verify that every tile traces back to a documented source field
- 1.Run a data accuracy review with the client's analyst or finance lead
- 2.Fix or annotate every metric that fails reconciliation
- 3.Freeze the layout and lock the metric definitions for launch
- 1.Set up scheduled refresh and alerting for failed loads
- 2.Configure access permissions by role so sensitive finance data stays restricted
- 3.Test the dashboard on mobile and on a large meeting-room display
- 1.Deliver a 60-minute walkthrough to the executive team
- 2.Record a short video tour for new hires and absent stakeholders
- 3.Collect feedback and log requested changes with priority levels
- 1.Apply approved changes from the walkthrough
- 2.Write the one-page operating guide covering refresh, ownership, and escalation
- 3.Hand over admin credentials and documentation to the client-side owner
- 1.Run a 30-day support window kickoff with the client owner
- 2.Schedule the first monthly review call
- 3.Send the final deliverable package and close the build phase
Agencies can charge $6,000-$18,000 for this build because the deliverable replaces a recurring internal argument about which numbers are true, and the metric dictionary alone often saves a client leadership team several hours per month. The retainer component is where margin compounds: refresh monitoring and quarterly metric reviews take two to four hours per client per month, yet they are priced as a strategic service rather than an hourly task. Pairing the build with a change-management handover, as the category requires, keeps the work from being commoditized by self-serve dashboard tools that ship charts without governance.
- A live executive dashboard with a summary view and department drill-downs, connected to at least three source systems
- A signed metric dictionary listing every KPI, its formula, its owner, and its refresh cadence
- A one-page operating guide covering refresh schedules, access roles, and escalation paths
- A recorded walkthrough video and a 60-minute live training session for the leadership team
- A 30-day support log documenting every issue raised and its resolution
The executive sponsor confirms in writing that the dashboard matches the signed metric dictionary, refreshes on schedule without manual intervention, and is used in at least one leadership meeting within 30 days of handover.