Data Analytics Proposal Template

Data analytics consulting proposal template for businesses needing dashboards, reporting, and data-driven insights.

Sample Brief

We have data scattered across Google Analytics, Stripe, HubSpot, and Intercom. We need a unified dashboard, weekly reports, and actionable insights to improve our conversion funnel.

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What This Proposal Covers

1

Data Challenges

Siloed data, no unified view, or inability to extract actionable insights from existing tools.

2

Data-Driven Decisions

A single source of truth with dashboards and insights that drive better business decisions.

3

Analytics Setup

Data audit, integration, dashboard design, automation, and training.

4

Analytics Projects

Past dashboard builds with examples of insights that drove measurable business outcomes.

5

Pricing

Setup fee for dashboard and integration, optional monthly retainer for ongoing analysis.

6

Data Audit

Review all data sources, define KPIs, and design the dashboard architecture.

Key Features

  • Data source integration
  • Custom dashboard development
  • Automated reporting
  • Funnel and cohort analysis
  • Actionable insights and recommendations

Frequently Asked Questions

What tools do you use for dashboards?
Common tools include Looker Studio, Metabase, Tableau, and custom-built solutions. Recommend based on the client's scale and budget.
Can you work with our existing analytics setup?
Yes. Start with an audit of existing tools and data quality before recommending changes.

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