First we have an initial call to see if your data is clean and organized enough to build a dashboard with. Then we go over your goals and what you want to track closest. Some owners prioritize different things but there are some baseline metrics I usually recommend.
After that I will send over a Business Associate Agreement along with a list of all the data source credentials I would need.
Then after ~2/3 weeks I will send over an initial draft of the dashboard and we’ll hop on another call to see what works and what else needs improvement. After that I will send a finished dashboard over and can update monthly for a fee or teach you how to update it.
Then