AI Operations Dashboard Setup
Wire a business's scattered spreadsheets into one dashboard that updates itself.
$200–$9,000+
$0–$400
5–15 hrs/week
2–6 weeks
6.5 / 10
High
AI tools you'd use
- Power BI
- Looker Studio
- ChatGPT
- Excel
Overview
Small firms have their numbers scattered across systems that never talk to each other, and wiring them into one self-updating dashboard (Power BI, Looker Studio) is only half the job — agreeing what each metric actually means across departments is the harder half, and where most of the real work happens. Sold as setup plus ongoing maintenance to SMEs, agencies and consultants who need one number everyone trusts, not five conflicting spreadsheets.
Why it works
Small firms have their numbers spread across systems that never talk, and the hard part is agreeing what a metric means - the charting is the easy half and the definitions are where the work is.
How it makes money
Setup fee + ongoing
How to start
- Ask what decision the dashboard is meant to change; refuse the job if there is no answer.
- Inventory where the numbers currently live - spreadsheets, the CRM, the accounting system.
- Fix the data before visualising it. A dashboard over dirty data industrialises the error.
- Agree the definition of every metric in writing, especially revenue and active customer.
- Build one chart that answers the main question and show it before building anything else.
- Use Power BI or Looker Studio depending on what the client already licenses.
- Automate the refresh; a dashboard needing manual updates is abandoned within a month.
- Keep it to a single screen - scrolling means nothing was prioritised.
- Train the person who will actually open it, not the person who commissioned it.
- Price the build as a project and the maintenance as a retainer.
- Review after a quarter and delete the charts nobody looked at.
Tags
- business-analytics
- smes
- setup-monthly-retainer
- power-bi
Last verified 2026-08-21
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