Microsoft Power BI Specialist Needed for Data Visualization Project
Power BI Dashboard Project – Service-Based Business (Legal Tech)
We’re a boutique consulting firm operating in the professional services sector, currently using Smokeball, Acuity Scheduling, and a suite of other digital platforms to streamline our operations. I’ve laid the groundwork for a Power BI dashboard using the new Smokeball integration, but I’ve now reached the limits of my Power BI expertise. I’m seeking a seasoned Power BI professional to take over and bring the dashboard to life.
What We Need
A clean, mobile-responsive Power BI dashboard that aligns with our brand aesthetics
Visuals suitable for both executive-level reporting and team-wide visibility
A native English speaker (or equivalent fluency) who communicates clearly and concisely
A high standard of data security, documentation, and version control
Core Dashboard Functionality (Must-Haves)
Track individual and team performance against monthly, quarterly, and annual financial targets
Budgets should be calculated based on funds received (not just invoiced), with both displayed
Breakdown of matters opened and fees billed by type
Analyze lead conversion rates using Acuity API data (chat details: lawyer, client surname, date) cross-referenced with Smokeball fee and matter data to attribute paid conversions to specific lawyers
Fortnightly CSV upload to incorporate manual referrer data (e.g., Google, partner referrals) not accessible via Smokeball’s API
Reporting views segmented by lawyer, team, and firm-wide
Bonus Features (Nice-to-Haves)
Integration with Delighted API for NPS (Net Promoter Score) feedback
Display Google reviews and attribute them to individual lawyers via name or matter tagging
Connect Google Analytics for historical traffic and referral trends
Include Mailchimp campaign performance and top social media content (Facebook/Instagram)
Process & Collaboration Style
Review the current dashboard setup
Align on available data sources
Recommend dashboard structure and visuals
Provide a rough estimate for full development
An estimated total cost to complete the dashboard based on this brief
Relevant Power BI portfolio examples, especially those within service-based industries or legal technology
Looking forward to collaborating with someone who not only builds dashboards—but also helps shape the right one.
Let me know if you’d like this tailored for a non-legal service business (e.g., healthcare, finance, coaching)