Is this service right for you?
Business owners, managers, and operating teams that repeatedly prepare reports from several data sources.
SHEA GLOBAL · SEO, Analytics & Content
This package connects up to two data sources and presents up to ten indicators and five charts with date filters and CSV/PDF export.
Is this service right for you?
Business owners, managers, and operating teams that repeatedly prepare reports from several data sources.
Consider a dashboard when reporting requires substantial manual work, teams use different definitions for the same number, or decisions are delayed because information is difficult to interpret.
Administrators and agreed viewers use the dashboard through a browser. Data sources and refresh frequency are confirmed before development.
How the project moves forward
Identify the decisions to support and the two data sources to use.
Agree on definitions for up to ten KPIs, five charts, filters, users, and exports.
Build the dashboard and reconcile calculations against approved sample data.
Hand over the dashboard, KPI dictionary, data mapping, user guide, and QA evidence.
A business Dashboard for understanding performance from agreed Data Sources, with KPIs, Charts, Date Filters, Admin Access, and in-scope export capabilities.
Connect data from no more than two approved sources.
Source name; SQL/CSV/API format; credential owner; refresh method; Data Mapping; timezone; data quality; API limits.
Present no more than ten business metrics.
KPI name; formula; numerator/denominator; period definition; currency; null/zero handling; rounding; data owner.
Visualize data through no more than five Charts.
Chart type; axes; dimensions; aggregation; tooltip; labels; legend; empty state; approved drilldown.
Filter information by reporting period.
Start/end date; selected 7/30/90-day presets; timezone; partial-period rules.
Manage basic access to the Dashboard.
Account count; admin/viewer roles; login method; access reset; per-user data boundaries when agreed.
Export agreed data or reports.
Exportable page/table; column names; date format; encoding; row limit; permissions.
Generate a PDF report from the agreed view.
A4/landscape layout; logo; period; included Charts/tables; page count; generation time.
Test and transfer the completed Dashboard.
Data reconciliation; sample calculations; error states; admin guide; refresh runbook; acceptance evidence.
For 90 days after Final Acceptance, reproducible defects against features in the written Scope Lock are covered. Additional Data Sources, KPIs, Charts, formula changes, provider or external-data changes, and new features require an approved Change Request.
No additional package price or recurring-support fee is published. Any added scope requires written approval.
Discuss your requirements