Comprehensive Marketing Performance Dashboard

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. Show More