Power BI setup for a digital agency (performance / e-commerce / lead generation)
We are a performance agency. We work with:
- Meta Ads
- Google Ads
- SMM
- e-commerce and lead generation
- SEO
We need to build a unified management and client reporting system for each project.
We already have:
- Google Sheets (operational tables with DRR, plan-fact)
- Data from Meta Ads and Google Ads
- Partially - custom analytics (API)
- KPI PM tied to financial results and client retention
We need a specialist who:
- Will design the architecture of Power BI
- Will connect data sources
- Will set up automatic updates
- Will create a client dashboard template
- Will create a management dashboard for the leadership
- Will provide documentation and system logic
2. Data sources (at the start)
Advertising and analytical:
- Meta Ads
- Google Ads
- Google analytics
- Google search console
- Client CRM
Tabular:
- Google Sheets (operational analytics)
Data updates - automatic (every 3 hours).
3. Metrics that should be calculated
Financial:
- Revenue
- Ad Spend
- COGS
- Margin
- DRR
- ROAS
- ROMI
- AOV
- CAC
Management:
- Turnover plan
- Fact
- % of execution
- Monthly forecast
- 7-day trends
- Period comparisons (MoM, WoW, DoD)
Assortment (for e-commerce):
- ROI by SKU
- ROI by placement
- ROI by channel
4. What needs to be implemented
A. Data architecture
- Unified data model
- Correct normalization of tables
- Calculated fields through DAX
- Scalability (ability to add new projects without restructuring)
B. Client dashboard
Each client should receive:
1. Main screen:
- Revenue
- DRR
- ROAS
- Spend
- Orders
- AOV
- Plan / fact
- Dynamics chart
2. Channel analytics:
- Meta vs Google
- Placement
- Conversions
- Cost per conversion
3. Product analytics:
- SKU effectiveness
- Margin
- DRR by product
4. Period comparisons:
- Day to day
- Week to week
- Month to month
- Day to day last year
C. Management dashboard (for leadership)
- All projects in one place
- DRR for each project
- ROMI for each project
- Plan execution
- Risk indicator (if DRR is above normal)
- PM rating
- Retention rate
5. Automation
- Automatic data updates
- Minimum manual intervention
- Ability to add a new client through a template
6. Expected result
At the output, we want to receive:
- Ready Power BI file (.pbix)
- Configured connections to sources
- Documentation:
- model structure
- calculation logic
- metric descriptions
- Video instruction (screencast)
- Recommendations for scaling
7. Requirements for the performer:
- Experience working with advertising data
- Understanding of performance marketing
- Experience in building management reporting specifically for digital agencies
8. Collaboration format
- Structure design
- Implementation
- Testing on 1-2 projects
- Scaling to all projects
9. Please indicate in the feedback
- Examples of dashboards (screenshots)
- Experience with similar projects
- Estimated architecture of the solution
- Implementation timelines
- Cost
-
10 days445 USD
10 days445 USD
Pavlo, good day!
Experience with similar projects:
I have experience working on a project similar to yours, as I have been engaged in business process automation for over 3 years. I have worked with companies such as: Motortop, ShopifyMaster, Medinform, AI Creator House, D2 Basketball, Ajax - IT, MLC, Convert-lab, Case Connect, Neupromed, British school, Genesis, Exxpand Electronics.
Examples of dashboards:
attached as a sample of work
Proposed solution:
… Data collection (n8n): I will set up automatic data retrieval via API (Meta, Google, CRM) every 3 hours. This is more reliable than standard connectors and helps avoid duplication errors.
Storage (PostgreSQL): We will create our own database. This will allow you to store history indefinitely and instantly compare periods (YoY, MoM, WoW) without burdening the advertising accounts.
Analytics (Power BI): Creating a unified data model and calculating metrics through DAX (ROAS, DRR, forecasts). The system will be scalable: a new client can be added in one click through a template.
Can we discuss the details?
-
10 days334 USD
174 10 days334 USD
Hello, I have been working in analytics and automation for more than 2 years. In particular, I worked on automation at 1+1 media. I can provide examples of my work personally.
-
7 days111 USD
10290 129 0 7 days111 USD
Good day.
The project is quite extensive (several data sources, financial and management metrics, scaling), so I suggest implementing it in stages in Looker Studio with a separate assessment for each block. This will allow us to fix the scope of work and minimize risks.
1. Audit and architecture design
2. Connecting data sources (each assessed separately)
3. Client dashboard
4. Management dashboard
… I am ready to discuss the details and start with the audit stage.
-
1 day445 USD
8193 63 1 1 day445 USD
Good day,
I am ready to take on the project of building a unified management and client reporting system. I have experience in designing Power BI architecture, connecting data sources, setting up automatic updates, creating client and management dashboards, and delivering documentation. My rate is $16 per hour.
I look forward to your response.
Arthur
-
3 days89 USD
265 3 days89 USD
Hello Pavlo,
I am a professional engaged in visualization and automation of reporting, particularly in Power BI,
I am ready to take your technical specifications into work today after agreeing on the details.
-
3 days45 USD
726 9 1 3 days45 USD
Hello! I have studied your project and am ready to start working. I am confident that I can meet all your expectations.
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