Power BI Consultant to Build Initial Marketing KPI Dashboard (Future-State Architecture Required)
Project Overview We are seeking an experienced Power BI consultant to build an initial Marketing & Communications KPI dashboard and, equally important, advise on the data architecture and system connections required to support a multi-phase reporting roadmap. Our immediate need is a Phase 1 Power BI dashboard that consolidates stable marketing data sources into a single, executive-ready view. Longer-term, this dashboard must be designed to scale into additional phases as our website, SharePoint, and Salesforce (Technomile) environments mature. This is not a “one-and-done” dashboard project. We are intentionally building a foundation. Current State We currently use: - Sprout Social: Social media analytics - HubSpot: Email marketing (limited use today; expanded use planned) - Google Analytics (GA4): Website analytics (current site; new site launching in early 2026) - Salesforce with Technomile Growth: Business development CRM (immature for marketing attribution) - Press / Event metrics: Manual tracking or Mentionlytics Each platform has its own dashboard. We lack: - A unified KPI view - Cross-channel insight - Exportable leadership reporting - Clear visibility into how MarCom supports long-term pipeline development Phase 1 Scope (This Engagement) Goal: Build an initial Power BI KPI dashboard using stable data sources and establish a scalable data model. Phase 1 Deliverables 1. Power BI KPI Dashboard - Executive-ready summary view (monthly/quarterly) - Channel-level performance (social, email, high-level web traffic, press/events) - Drill-down capability for trend analysis - Designed for clean PPT/PDF export 2. Data Model & KPI Standardization - Defined KPIs (impressions, engagement, engagement rate, CTR, traffic sources, etc.) - Clear metric definitions and formulas - Structured data ingestion approach (API vs. manual CSV uploads) 3. Documentation & Handoff - Data dictionary - Instructions for monthly data refresh - Brief walkthrough (Loom or live) Future-State Advisory (Critical Part of This Role) In addition to building the Phase 1 dashboard, the consultant must advise on future phases so the system is designed correctly from the start. You will be asked to provide recommendations (not build work yet) for: - Phase 2: Website + SharePoint analytics integration after both environments are rebuilt (early 2026) - Phase 3: Salesforce / Technomile data readiness for marketing attribution (fields, lifecycle mapping, HubSpot → Salesforce connections) - Phase 4: Marketing → pipeline influence dashboards once CRM architecture is ready This advisory component may be delivered as: - A short written architecture summary - A data flow diagram - A checklist of required connections, fields, and prerequisites What This Project Is NOT - Not a Salesforce dashboard build - Not a demand-gen attribution model (yet) - Not a Marketing Cloud or enterprise automation implementation This is a foundational analytics project for a small, growing MarCom team. Required Experience - Advanced Power BI dashboard development - Strong data modeling and KPI design skills - Experience working with marketing data (social, email, web) - Ability to design scalable, phased BI architectures - Comfortable advising non-technical stakeholders - Strong documentation skills Nice to Have - HubSpot experience - Salesforce experience (especially reporting or data architecture) - GA4 familiarity - B2B or B2G services experience Success Criteria - Leadership can view one dashboard instead of multiple platforms - KPIs are consistent and clearly defined - Reporting can be exported cleanly for presentations - The data model does not need to be rebuilt as new systems come online - We have a clear, documented path to future phases Budget Open to proposals. Please include: - Fixed price for Phase 1 - Hourly rate for future advisory or extension work Apply tot his job