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Marketing & Sales Performance Dashboard + Automated Monthly Reports Project Description: We are looking for an experienced GHL developer or data specialist to build a comprehensive performance dashboard that consolidates our marketing and appointment-setting data into one clear, actionable interface. In addition to the dashboard, we require an automated monthly email reporting system that sends each client their performance report. Scope of Work: 1. Main Summary Dashboard The main dashboard should provide an overview of key performance metrics: Total Leads Total Spend Cost per Lead Total Booked Appointments Cost per Booked Appointment Total Evaluations Cost per Evaluation ROAS (Return on Ad Spend) 2. Google Ads Dashboard Spend Clicks CTR Impressions Conversions Conversion Rate Cost per Conversion Search Impression Share Top Impression Share Click Share Booked Leads + Cost per Booked Evaluations + Cost per Evaluation 3. Facebook Ads Dashboard Spend Impressions Clicks CPM Frequency Results Cost per Result CPC CTR Booked Leads + Cost per Booked Evaluations + Cost per Evaluation 4. Appointment Setting Dashboard Calls Made Total Leads (Unique Leads from Calls) Call Frequency Calls Answered Emails Sent Texts Sent Leads Converted Unread Conversations Call Answer Rate Conversion Rate Speed to Lead Leads Without Follow-Up 5. Automated Monthly Client Reports (IMPORTANT) We need a system that: Automatically generates a monthly report for each client Sends reports via email Includes key metrics and visual summaries from the dashboard Allows customization per client (if needed) Supports PDF or link-based reports Runs on a scheduled basis (monthly automation) Technical Requirements: Integration with Google Ads and Facebook Ads APIs Ability to connect to CRM or data sources (Google Sheets, CSV, etc.) Automated email system (SMTP or email service integration) Scheduled jobs (monthly automation) Interactive dashboard with filters (date range, client, channel) Clean and modern UI Preferred Skills: Dashboard tools (Power BI, Tableau, Looker Studio, or custom solutions) API integrations (Google Ads, Facebook Ads) Experience with automated reporting systems Data visualization and analytics experience Deliverables: Fully functional dashboard Automated monthly email reporting system Documentation or walkthrough Scalable solution for future metrics Additional Notes: We are open to suggestions on the best tools and architecture. The goal is to centralize performance tracking and automate client reporting to save time and improve visibility.
Projektin tunnus (ID): 40307270
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Aktiivinen 17 päivää sitten
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67 freelancerit tarjoavat keskimäärin $2 239 USD tätä projektia

With over 10 years of experience in web and mobile development, specializing in creating comprehensive solutions for various industries, I understand the importance of consolidating marketing and sales data into actionable insights. Your project for a Comprehensive Marketing Performance Dashboard resonates with my expertise in delivering tailored dashboards and automated reporting systems. In my previous projects in fintech and eCommerce, I have successfully built performance dashboards that provide key metrics such as Total Leads, Cost per Lead, and ROAS. My experience with integrating APIs like Google Ads and Facebook Ads will ensure seamless data retrieval for accurate reporting. Additionally, my skills in creating automated email systems and interactive dashboards align perfectly with your requirements. I am confident in delivering a fully functional dashboard that meets your specifications, along with an automated monthly reporting system that saves time and enhances visibility for your clients. Let's discuss your project requirements in detail and work towards a scalable solution that exceeds your expectations. Feel free to reach out to start this exciting journey of creating a game-changing marketing performance dashboard for your business.
$2 400 USD 30 päivässä
8,8
8,8

I've built similar marketing dashboards that pull data from Google Ads, Facebook Ads, and CRM systems into a single view. Done this exact kind of consolidation before - KPIs, cost-per-lead breakdowns, ROAS tracking, the whole thing. For the automated monthly reports, I'd set up a scheduled job that compiles each client's metrics and emails a clean PDF/HTML report. No manual work needed on your end once its running. I can integrate directly with GHL's API along with Google Ads and Meta APIs. Happy to walk you through the architecture before we start so everything's clear. - Usama
$2 500 USD 21 päivässä
6,6
6,6

As the owner of SoftwareLinkers, my team and I specialize in providing comprehensive software solutions that are secure, scalable, and tailored to meet your specific business needs. With over a decade of experience working on projects similar to yours, we have developed a deep understanding of the critical metrics and analytical frameworks involved in marketing and sales performance assessment. Our expertise encompasses all the technical aspects required for integrating with Google Ads and Facebook Ads APIs, connecting with CRM systems, automating email reports via SMTP, running scheduled jobs using CRON-based tasks, and developing interactive dashboards using powerful tools like Power BI and Tableau. We've proficiently utilized these technologies to develop data-driven web applications backed by robust PHP & MySQL backend systems, precisely what you are looking for. Not only do we acquire top talent at SoftwareLinkers but also ensure that they are well-rounded professionals capable of delivering exceptional results within your specified project timeline. Our clients trust us because we design our proposed architectures with their objectives in mind while always staying flexible to new improvements. We strongly believe that our skills will be indispensable for this project as we continuously strive to automate work processes through developing systematic and future-proof solutions.
$3 000 USD 72 päivässä
6,3
6,3

I can build a clear, interactive dashboard that unifies your marketing and appointment data with all the key metrics you outlined. For each platform—Google Ads, Facebook Ads, and appointment-setting—I’ll integrate directly with your APIs or use your existing data sources like Google Sheets to ensure accuracy and real-time updates. To automate monthly client reports, I’ll set up a system that generates personalized PDF or link-based summaries and emails them automatically. I’ve done similar work for a marketing firm, bringing together multiple ad channels into one dashboard and automating client updates, which saved them hours each month. Would you prefer a solution based on Looker Studio for quicker deployment or a custom dashboard for more flexibility? Also, do you have an existing email service provider for the automated reports, or should I recommend options? I’m ready to start building your scalable dashboard and reporting system to streamline your performance tracking and client communication.
$2 250 USD 7 päivässä
5,9
5,9

Hi, I can help you with this. I am a developer with extensive experience with automations and integrations. I've helped clients with similar projects. Let me know your interest, Sincerely, Nicolas
$2 250 USD 7 päivässä
5,5
5,5

I read your full requirement, and honestly, this is not just a dashboard project, it’s about building a central control system for your entire marketing + sales performance. I clearly understand you need clarity, automation, and scalability, not scattered data. I’m Ranjeet, and I can build a clean, powerful dashboard + automated reporting system that saves your time and gives clients clear results every month. Here’s how I’ll approach it: • Build a Main Performance Dashboard with all KPIs (Leads, CPL, ROAS, Appointments, Evaluations) in one view • Separate Google Ads + Facebook Ads dashboards with deep metrics + cost tracking • Dedicated Appointment Setting Dashboard (calls, conversions, speed to lead, follow-ups) Technical execution: • Integrate Google Ads + Meta APIs for real-time data • Connect CRM / Google Sheets / CSV (GHL compatible) • Use tools like Looker Studio / Power BI for clean, interactive UI • Add filters (client, date, channel) for easy analysis Automation (your biggest win): • Setup monthly automated reports (PDF or live link) • Auto-send emails to each client with their performance • Customizable reports per client • Fully scheduled system (no manual work) What you’ll get: • Fully functional, scalable dashboard • Automated reporting system • Simple walkthrough + documentation My focus is not just building dashboards, but giving you a system that improves decisions, client trust, and retention. I stay responsive, detail-focused
$2 250 USD 7 päivässä
5,8
5,8

Hello!, I am a Florida-based senior software engineer with extensive experience in building comprehensive systems, especially in data visualization and reporting. I carefully read your project description about the Marketing & Sales Performance Dashboard and I'm excited about the potential to help you achieve your goals. I have around 15 years of experience with technologies like PHP, Google Ads, and data integration, ensuring that I can deliver a robust dashboard tailored to your needs. My approach includes understanding your specific requirements, developing an intuitive user interface, and setting up automated monthly reports for seamless performance tracking. Could you please clarify the following questions to help me better understand the project? 1. What specific metrics and KPIs do you want to include in the dashboard? 2. Are there any particular data sources or APIs that you prefer to use for integration? I believe my past work on projects like a tailored e-commerce dashboard for a niche retail store and a marketing analytics tool for a local business aligns well with your needs. I’ve been part of the Shopify partners program since 2016, creating several apps and themes that improve user experiences and drive sales. Let’s discuss how we can bring your vision to life! -James
$2 500 USD 10 päivässä
5,0
5,0

Greeting! We can build a centralized marketing and sales performance dashboard for you, complete with automated monthly client reporting. Our team of 62 professionals, with over 9 years of experience in data visualization, dashboard development, and API integrations, can deliver a clean, interactive, and fully automated system. Here's how we can help: Design a comprehensive dashboard consolidating Google Ads, Facebook Ads, and appointment-setting metrics with interactive filters per client and date range Integrate APIs and data sources (Google Ads, Facebook Ads, CRM/Sheets/CSV) to pull real-time data Build automated monthly email reports in PDF or link format, customizable per client, sent via SMTP or email service Provide a clean, modern UI with clear KPIs like ROAS, Cost per Lead, Conversion Rates, and Appointment Metrics Ensure the system is scalable for future metrics and includes documentation/walkthrough Estimated time: Approximately 60–70 hours for full dashboard setup, API integration, and automated reporting. Could you confirm which CRM or data sources you want connected first, and if you prefer Looker Studio, Tableau, or a custom web-based dashboard for the interactive UI? We can deliver a robust, automated solution that saves time and improves visibility across all channels.
$2 250 USD 7 päivässä
3,9
3,9

Hello, With extensive experience in dashboard development and API integrations for marketing platforms, I am confident in delivering a comprehensive, user-friendly solution that consolidates your marketing data into a single, actionable interface. I will create a customizable, automated reporting system that saves you time and enhances client visibility. What are your preferred tools or platforms for the dashboard and reporting system? Thanks, Juan Aponte
$2 500 USD 20 päivässä
3,5
3,5

Hello, I see you need a comprehensive marketing performance dashboard that consolidates multiple data sources and automates monthly client reports. Your focus on combining Google Ads, Facebook Ads, and appointment-setting metrics into a single actionable interface is clear. You want detailed dashboards covering key metrics like ROAS, cost per lead, and conversion rates across channels, plus automated monthly email reports customized per client. Integration with Google Ads and Facebook APIs, connection to CRM or data sources, and scheduled email automation are critical for your workflow. I built a custom dashboard for a marketing agency that integrated Google Ads and Facebook Ads data through their APIs, combined with CRM data, to deliver real-time insights. I also developed an automated reporting system that sends personalized monthly PDF reports via SMTP, using PHP and data visualization tools, which directly matches your requirements. I can deliver a fully functional, interactive dashboard with scheduled automated emails within 4 weeks. Let’s discuss your preferred tools and any specific customization you might need to ensure the solution fits perfectly.
$1 650 USD 7 päivässä
2,7
2,7

Just read through your project — the need for a Comprehensive Marketing Performance Dashboard coupled with Automated Monthly Reports caught my attention. This Let me know if you'd like to jump on a quick call to go over the details.
$2 254 USD 7 päivässä
0,0
0,0

I am Mahmoud, an experienced developer specializing in API integrations, which aligns quite well with the technical needs of your marketing performance dashboard project. Over the course of my career, I have built reliable, responsive and scalable solutions for a diverse range of industries. Whether it's integrating crucial data from Google Ads and Facebook Ads using their respective APIs or connecting to your CRM and data sources effortlessly, I am confident in my abilities to deliver an exceptional product that meets all your expectations. In addition to my API integration skills, I also have a profound understanding and hands-on experience with a range of dashboard tools like Power BI, Tableau and more which will greatly enhance the data visualization and analytics elements of your project. My proficiency in software architecture with specific expertise in .NET technologies enables me to build clean and modern UIs that offer intuitive user experience while ensuring robustness under the hood. Feel free to reach out via chat so we can discuss your project needs more comprehensively.
$2 250 USD 7 päivässä
2,0
2,0

Tegucigalpa, Honduras
Maksutapa vahvistettu
Liittynyt heinäk. 17, 2019
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