Revenue Operations (RevOps) & KPI Dashboard Specialist – Monthly Executive Reporting

UpworkAUNot specifiedintermediateScore: 51
Business IntelligenceRevenue Operations Metrics Reporting SpecialistDashboard ConsultantGrowth Strategy
We are a growing Australian service-based business in the property sector. We’re looking for a high-level Revenue Operations / Business Intelligence specialist to build and manage a monthly executive dashboard covering: * Marketing performance * Sales pipeline metrics * Financial performance * Operational efficiency This is not basic reporting. We want strategic-level clarity and decision-grade insights. The Role You will design and maintain a monthly performance dashboard that integrates data from: * CRM (GHL / similar) * Advertising platforms (Meta / Google) * Accounting software (Xero or similar) * Internal operational metrics The outcome: A clean, executive-level dashboard that clearly shows: * Revenue * Gross profit * Customer Acquisition Cost (CAC) * Lifetime Value (LTV) * Conversion rates by stage * Cost per lead * Pipeline value * Forecast revenue * Operational KPIs (cycle time, close rate, fulfilment time etc.) * Marketing attribution clarity We want insights — not just charts. You Must Understand * Sales pipeline mechanics * CAC, LTV, ROAS, conversion tracking * Financial ratios and margin analysis * Operational efficiency metrics * CRM integrations * Attribution modelling * Automation and data consolidation * Forecast modelling If you don’t naturally think in terms of funnel efficiency and capital allocation, this role isn’t for you. Deliverables * Initial dashboard architecture proposal * Monthly reporting template * Automated data feeds where possible * Executive summary insights each month * Ongoing optimisation suggestions Ideal Background * Revenue Operations Specialist * Business Intelligence Analyst * Growth Operations Manager * Data & Dashboard Consultant * KPI / Metrics Reporting Specialist Experience in service-based or property-related businesses is highly regarded. Tech Stack (Current / Likely) * GoHighLevel (CRM) * Meta Ads * Google Ads * Xero * Google Sheets / Looker Studio / Power BI / Tableau (open to recommendation) Engagement Structure * Ongoing monthly role * Initial setup phase * Then monthly reporting + optimisation Please include examples of dashboards you’ve built. IMPORTANT To confirm you have read this entire job description, please include the word: “PipelineClarity” at the top of your application. Applications without this word will not be reviewed.
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Spent: $18,031.54Rating: 5.0Verified