KPI Dashboard Setup in Sheets

I need a complete KPI framework built directly in Google Sheets—the platform I work in every day—while keeping the file easy to port into Excel or connect with Zoho CRM later on. The goal is simple: give me one place where I can open a tab and instantly understand how sales, marketing, and customer engagement are performing through a clean, interactive dashboard.

Here is what I expect:

• Architecture: clear data-entry or data-import sheets feeding a well-structured metrics table.
• Metrics covered: Sales performance (pipeline stages, win rate, revenue vs. target), Marketing effectiveness (lead volume, CPL, campaign ROI), and Customer engagement (retention, repeat purchase, NPS).
• Visualization: one consolidated dashboard that updates in real-time, using slicers or drop-downs for date ranges, teams, and campaigns.
• Automation: formulas, pivot tables, and graph logic set up so I only paste or sync raw data and the visuals refresh automatically.
• Flexibility: naming conventions and ranges that make future integration with Zoho CRM’s API straightforward.
• Handover: brief walkthrough video or annotated sheet explaining how to add new metrics or extend the model.

When the file opens, I should immediately see a dashboard view—no digging through tabs—so usability and clear labeling are essential. If this matches your skill set, let’s get started; the sooner I’m tracking these numbers accurately, the faster I can act on them.