Systems Setup · Pricing
Custom Dashboard & Reporting Build
Starting at$3,175one-time
What the price covers
1 dashboard; up to 10 measures; 2 source tables; 2 review rounds
What we do
- Confirm source tables, measure definitions and acceptance criteria
- Build source-data preparation and connection logic
- Implement the measures, dashboard views and refresh behavior
- Validate data ties and agreed edge cases
- Document refresh ownership and hand off the dashboard
- Validate measure definitions and complete the two review rounds
What you get
Working dashboard, measure definitions and acceptance record.
Not included
Monthly report preparation (Management Reporting & KPI Pack) and additional dashboards.
Every Step. All 21.
- 01Confirm the ten measures and their definitionsDashboard scope · Systems
- 02Confirm the two source tablesDashboard scope · Systems
- 03Agree the layout and acceptance criteriaDashboard scope · Systems
- 04Connect the authorized source tablesData preparation · Systems
- 05Map shared identifiers and date fieldsData preparation · Systems
- 06Prepare the required joins or transformationsData preparation · Systems
- 07Check missing and duplicate source rowsData preparation · Systems
- 08Create the agreed measuresDashboard build · Systems
- 09Build the requested views and filtersDashboard build · Systems
- 10Configure the agreed refresh behaviorDashboard build · Systems
- 11Add clear labels for periods and unitsDashboard build · Systems
- 12Tie displayed totals to the source recordsTesting · Systems
- 13Test the agreed filters and edge casesTesting · Systems
- 14Record and correct calculation errorsTesting · Systems
- 15Document the refresh and maintenance stepsHandoff · Systems
- 16Train the dashboard ownerHandoff · Systems
- 17Save the accepted version and test evidenceHandoff · Systems
- 18Review measure definitions and data ties2 review rounds · Senior accountant
- 19Lead the two stakeholder review rounds2 review rounds · Senior accountant
- 20Consolidate review feedback into an approved change list2 review rounds · Senior accountant
- 21Confirm the accepted dashboard scope2 review rounds · Senior accountant
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