I will provide a monthly KPI dashboard maintenance and reporting retainer

Your dashboards stay accurate, current, and decision-ready every month without you chasing broken charts or stale numbers. I keep your KPI reporting running so your team can trust what it sees.

What you get

A KPI dashboard maintenance and reporting retainer is ongoing, hands-on care for the reports your business already depends on. Instead of a one-time build that quietly decays, you get a steady partner who owns the health of your metrics month after month. Here is exactly what that includes:

• Scheduled monthly refresh and validation of your existing dashboards (Looker Studio, Power BI, Tableau, Metabase, or a Google Sheets/Excel-based reporting model) so every figure ties back to source.
• Data-source connection monitoring — I check that your connectors, queries, and scheduled extracts are still pulling correctly, and I fix silent failures before they reach a stakeholder.
• Metric integrity checks: reconciling totals, catching double-counting, validating date ranges, and confirming that definitions (e.g., "active user," "qualified lead," "net revenue") stay consistent across every view.
• Break/fix work when a chart errors out, a field gets renamed upstream, an API changes, or a calculation drifts.
• A written monthly KPI report — a concise narrative summarizing what moved, by how much, and the likely drivers, plus flags on anything that needs attention. This is the human layer on top of the dashboard, not just a screenshot.
• Small enhancement requests each cycle: new calculated metrics, an added segment, a refreshed filter, a tidied layout, or a new chart for an emerging question.
• A change log and documentation so you always know what was modified, when, and why — no black-box dependency on me.
• A standing communication channel for quick questions and ad-hoc clarifications between cycles.

Plans

Feature	Basic	Standard	Premium
Dashboards maintained	1	Up to 3	Up to 6
Monthly data validation & refresh	Included	Included	Included
Connection/health monitoring	Monthly	Bi-weekly	Weekly
Break/fix support	Included	Priority	Priority + faster turnaround
Written monthly KPI report	Summary	Detailed + commentary	Detailed + commentary + recommendations
Enhancement requests / cycle	1 small	Up to 3	Up to 6
New metric / chart additions	—	Limited	Included
Monthly review call	—	Optional	Included
Response window	Standard	Faster	Fastest

All tiers are billed as a recurring monthly retainer. Choose based on how many dashboards you run and how active your reporting needs are.

How it works

1. Onboarding handshake. You grant me access to your reporting tool and underlying data sources (read access is usually enough). We confirm which dashboards are in scope.
2. Baseline audit. In the first cycle I document every dashboard, list each metric and its definition, and note any existing issues or fragile connections so we start from a known-good state.
3. Define the monthly rhythm. We agree on your reporting date — for example, dashboards validated and the written report delivered by the 3rd business day of each month — and your preferred channel for updates.
4. Ongoing monitoring. Between cycles I watch for broken connections and errors and address them, so problems don't pile up at month-end.
5. Monthly cycle. I refresh data, reconcile the numbers, apply any enhancement requests, write your KPI report, and update the change log.
6. Review and request. You review, ask questions, and queue requests for the next cycle. The loop repeats.

Why choose this

Most reporting problems are not glamorous: a connector silently stops syncing, a column gets renamed upstream, a filter quietly excludes part of the data, and suddenly a leadership deck is built on wrong numbers. The value of a retainer is that someone is accountable for catching those things continuously, not reactively after a bad meeting.

I treat your metric definitions as the contract. I document them, defend them, and flag any change so your historical trends stay comparable. You get consistency, an audit trail, and a single point of contact who already knows your setup — no re-explaining your business every time something needs a fix. And because the work is recurring, small improvements compound: each month your dashboards get a little cleaner, clearer, and more useful.

Who it's for / use cases

• Founders and operators who built dashboards once and watched them rot — and now can't fully trust them.
• Marketing and growth teams tracking spend, CAC, conversion, and channel performance across connected sources.
• E-commerce and SaaS businesses monitoring revenue, retention, churn, MRR, and funnel KPIs.
• Agencies that need client-facing reporting maintained reliably without burning internal analyst time.
• Finance and ops leads who need a dependable monthly numbers pack with commentary, not raw exports.
• Teams without a dedicated analyst who need ongoing coverage at a fraction of a full-time hire.

FAQ

Q: Do you build dashboards from scratch, or only maintain existing ones? This service is a maintenance and reporting retainer for dashboards you already have. If you need a new dashboard built first, message me and we can scope that as a separate setup before the retainer begins.

Q: Which tools do you support? Looker Studio, Power BI, Tableau, Metabase, and spreadsheet-based reporting models in Google Sheets or Excel. If you use something else, send me the details and I'll tell you honestly whether I can support it.

Q: What access do you need? Typically read-level access to your reporting tool and the data sources it connects to. You stay the owner of everything; I work inside your environment and never move your data off it.

Q: How fast do you respond when a dashboard breaks? Break/fix is included in every tier, with faster response windows on Standard and Premium. For urgent issues I prioritize getting numbers trustworthy again before cosmetic work.

Q: Can I add or change which metrics you track? Yes. Each cycle includes enhancement requests, and Standard and Premium include adding new metrics and charts. Larger restructures can be scoped as extra work so the monthly cadence stays predictable.

Q: What's in the monthly report? A concise written summary of how each key metric moved, the likely drivers, and anything that needs your attention — written for decision-makers, not just a chart export.

Q: Can I cancel or change tiers? Yes. It's a monthly retainer, so you can adjust your tier or stop with reasonable notice. Because everything is documented in the change log, handoff is clean if your needs change.

Q: Will my data be kept confidential? Yes. I'm happy to work under an NDA, and I only access what's needed to maintain your reporting. Your data stays in your systems.