Google Sheets Auto Dealership KPI Dashboard

Build Automated Google Sheets KPI Dashboard with AI for New Image Auto Sales Budget: $1,000–$3,000 (negotiable based on experience) Job Type: One-time project with optional maintenance contract Description: We’re an auto dealership and repair shop (New Image Auto Sales) seeking a professional to build a fully automated Google Sheets dashboard system to track KPIs, financials, and car buying insights from DealerCenter, ShopMonkey, bank accounts, credit card sites, and RingCentral. The system should align with our KPI-Driven Operator Playbook, automating data entry, providing AI-driven suggestions, and displaying dynamic charts for data-driven decisions.

Requirements:




Automate data syncing from DealerCenter (inventory, sales: VIN, Make, Model, Sale Price, Cost, Net), ShopMonkey (orders, invoices: Order ID, Services, Total, Status), bank accounts, credit card sites, and RingCentral (call data). Use APIs or AppSheet forms for non-API data.



Create role-specific tabs for team members (Sales Reps, Service Manager, Technicians, F&I, BHPH/Title Manager) to track KPIs (e.g., Sales Videos, Cars Sold, Appointments Set). Restrict access to their tabs via Google Sheets permissions.



Consolidate data into a “Master KPI Scorecard” sheet with:





KPIs: Total revenue, profit margins, sales velocity, technician efficiency (jobs/hour), inventory turnover (days to sell).



Charts: Pie (sales by brand, order status), bar (top models/years sold, revenue by technician), line (revenue/profit trends).



Tables: Car buying recommendations (e.g., “Buy 2020 Toyota Camry, high demand, $20K avg sale”).



Conditional formatting: Green/Yellow/Red based on targets (Yellow: below target 3 days; Red: 10 days).



Integrate AI to analyze data and suggest:





What cars to buy (based on top-selling brands/models/years, turnover rates).



When to buy (based on seasonal trends, inventory levels).



When to hire (based on bench depth, sales volume).



When to invest (based on cash flow, profit margins).



Use Coefficient or Google Apps Script for automation, with hourly/daily refreshes. Route errors to Slack #Automation channel.



Incorporate existing sheets (“New Image Cash Accural.xlsx” for financials, “Daily KPI July.xlsx” for sales KPIs) into the system.



Provide a user-friendly dashboard with clear visuals, accessible to all team members and the Owner.



Deliver documentation, a video walkthrough, and training for the KPI Manager to maintain the system.

Skills Required:





Google Apps Script, API integration (REST APIs), Google Sheets (formulas, charts, pivot tables).



Experience with dealership (DealerCenter, CDK) or auto repair software (ShopMonkey, Mitchell) preferred.



Data visualization and dashboard design.



AI integration (e.g., Google Vertex AI, OpenAI API, or rule-based logic).



Familiarity with Coefficient, Zapier, or AppSheet.

Deliverables:





Google Sheets with automated data feeds from all sources.



Role-specific KPI tabs and a master dashboard with KPIs, charts, and AI suggestions.



Documentation, video walkthrough, and 1-hour training session.



Optional: Maintenance plan for API updates and support.

Timeline: 2–4 weeks Please include:





Portfolio of Google Sheets dashboards or API integrations.



Experience with automotive software or AI-driven analytics.



Estimated hours, total cost, and availability.



Approach to AI integration for car buying/hiring suggestions.

We aim to run our business “by the numbers” with no manual data entry, clear visuals, and AI-driven insights to optimize sales, repairs, and inventory. Apply if you can deliver a simple, robust solution!