CEO Dashboard & WordPress Booking Revamp

@rajat07me

Pulling Square, QuickBooks Online Canada, Payworks, and Jobber into one reliable P&L view is not just a dashboard task—the real risk is bad field mapping and sync drift, which gives you numbers you stop trusting. I’d handle this by structuring the COA mapping first, then building the automations and only after that layering a live dashboard plus the WordPress booking-path improvements around Jobber and Booqable. I’ve worked on WordPress conversion updates and reporting setups where the important part was making the data maintainable after handoff, not just making it look good on day one. For your site, I’d keep changes on staging first, tighten the CTA path into booking, refine local SEO elements, and make sure the embedded booking/rental widgets feel native on mobile. A small handoff guide and recorded walkthrough can be included. - Roughly how many WordPress pages are being refreshed? - Do you already have a preferred dashboard layer, or should I choose based on the cleanest sync with your sources? - Are the current Jobber and Booqable embeds already live, or will those placements need to be rebuilt from scratch?

@diektech

Hi — Elias here from Miami. I understand you need a CEO dashboard and a WordPress booking revamp to enhance your data management. It's essential to have a system that delivers insightful analytics while integrating seamlessly with your processes. The real challenge often lies in ensuring the dashboard scales effectively with your data needs while maintaining a user-friendly interface. A common concern is the integration between the dashboard and WordPress, particularly with real-time data updates and user permissions. It looks straightforward initially, but ensuring reliability can be complex. My approach would involve structuring the dashboard to prioritize data visualization and user accessibility while ensuring the WordPress site can handle increased traffic and bookings without issues. I have worked on similar projects where I integrated complex APIs to streamline data flow, which could benefit your needs. A few questions to better understand the scope: Q1 – What specific data points are you looking to visualize in the dashboard? Q2 – Are there particular user roles that need distinct permissions within the WordPress booking system? Q3 – How do you envision handling data updates between the dashboard and WordPress? Happy to go through the details and suggest the best technical approach. Looking forward to hearing from you.

@inventivedesigne

Hi! This is a well-scoped two-part project and both pieces fit squarely within what I do well. For the P&L dashboard I'll build robust Zapier workflows connecting Square, QuickBooks Online, Payworks, and Jobber to your Chart of Accounts, map every data source cleanly into a live-updating Looker Studio or Power BI dashboard with daily, weekly, and monthly P&L views plus drill-down on major expense categories, and hand it over with a Loom walkthrough so you can maintain and adjust COA mappings yourself going forward. For the WordPress refresh I'll update the layout to a fast, mobile-first design, streamline the booking flow with clearer CTAs and fewer clicks to Jobber and Booqable checkout, rewrite and optimise page copy and meta for local keywords, and make sure Core Vitals are clean before we push from staging to live. Quick question: for the dashboard, do you have a preferred display tool already in mind between Looker Studio, Power BI, or a structured Google Sheet, or are you fully open to my recommendation based on what connects most cleanly to your existing stack? I've built financial automation workflows and conversion-focused WordPress sites with third party booking integrations, and I understand how important it is that both pieces work reliably without needing a developer every week. Ready to get both pieces moving at the same time! Hafiz S.

@webperfection123

Hi, I can handle both the CEO P&L dashboard and the WordPress booking-focused revamp as one connected project. For the dashboard, I’ll connect Square, QuickBooks Online, Payworks and Jobber through Zapier/API workflows, build an adjustable COA mapping table, and create live daily, weekly and monthly P&L views with expense drill-downs. I’ll validate the figures against the source systems and provide a short Loom/Zoom walkthrough. For WordPress, I’ll work on staging first, modernise the layout and mobile UX, improve the booking funnel, and integrate Jobber and Booqable so they feel native and work smoothly across devices. I’ll also optimise page speed, Core Web Vitals, local SEO, headings, metadata, images and schema where appropriate. I’ll provide the live dashboard, documented workflows, tested WordPress files, SEO checks and a concise handover guide. Please see our portfolio on this link : https://www.freelancer.com/u/webperfection123 Ready to start ASAP.

@minhhoangduc

Hi, I went through your project "CEO Dashboard & WordPress Booking Revamp" and I can help. I'm a web developer working across WordPress, Shopify, Drupal, Magento, CS-Cart, WooCommerce, Joomla, OpenCart, building custom functionality, plugins, themes and integrations. I have many years of experience in programming, along with in-depth knowledge of software architecture, software development, and database systems. I have a strong background in web development and have worked on many projects, including e-commerce websites, custom plugins, and integrations and ability to solve quickly the every problem and then I always ensure the high quality & low cost of the work. Please have a look at my profile. Happy to discuss scope and timeline. Best, Hoang

@installerpoint

Hello, I can help connect your financial data and modernize the existing WordPress booking experience. I’ll structure maintainable Zapier/API workflows, adjustable Chart of Accounts mappings, live P&L reporting, and documented monitoring for Square, QuickBooks Online, Payworks, and Jobber. I can also refresh the WordPress site through staging, improve mobile performance and Core Web Vitals, integrate Jobber and Booqable naturally, and strengthen booking-focused copy, SEO, trust signals, and schema. A useful improvement would be event tracking across each booking step to identify conversion drop-offs. Check out my portfolio here:- https://www.freelancer.com/u/installerpoint Best Regards, Muhammad Adeel

@raheel2k29

Hello, I can help connect your financial data and WordPress booking experience into a clearer, more reliable operating system. I’ll structure maintainable COA mapping tables, build documented Zapier or API workflows for Square, QuickBooks Online, Payworks, and Jobber, and create live daily, weekly, and monthly P&L views with practical drill-downs. For the WordPress refresh, I’ll work through staging, improve the mobile-first booking journey, integrate Jobber and Booqable naturally, refine on-page SEO, and optimize Core Web Vitals without disrupting the live site. I’ll also provide a concise handoff guide and walkthrough covering both systems. Regards Muhammad

@managersingh

Hello, I can handle both pieces end-to-end: automated Zapier/API data flows with adjustable COA mappings, a live P&L dashboard, and a modern WordPress refresh focused on conversions. I’ll integrate Jobber and Booqable, improve local SEO, mobile UX and Core Web Vitals, then provide staging/live deployment, documentation and a walkthrough covering ongoing maintenance. Warm regards, Singh

@Synet

Hi, These two jobs are really one. A profit dashboard tells you which services actually make money, and the booking flow decides how many of those you sell. Fixing the booking without seeing the numbers means you optimise the wrong thing. So first we agree where the numbers come from, your accounting and booking data, what counts as profit on a job, and which few figures you want on one screen when you open the laptop in the morning. Then the dashboard: pulled live from your systems through their APIs into a clean view in HTML, CSS and JavaScript, revenue, costs, margin by service, and trend over time, updating on its own instead of you rebuilding a spreadsheet. Then the booking revamp on WordPress: fewer steps, real availability so double bookings cannot happen, mobile first because most bookings start on a phone, confirmation and reminder emails, and tracking in GA4 so we can see exactly where people drop out and fix it. Then testing end to end with real bookings, then handover with a walkthrough video. Payment in stages: data mapped, dashboard live, booking rebuilt and tested. Could we have a short call before you award? Tell me a time. Salma

@starttechno

I’d start by mapping Square, Canadian QuickBooks Online, Payworks and Jobber into an adjustable COA table, then use Zapier/API syncs feeding Google Sheets with a live Looker Studio dashboard. Daily, weekly and monthly P&L views will include category drill-downs, date filters and a 30-day reconciliation check so mapping issues are visible rather than silently missed. For WordPress, I’ll work on staging first: modernize the responsive layout, place Jobber and Booqable widgets naturally in the booking path, refine local SEO titles/H1s/meta/alt text/schema, and optimize assets and Core Web Vitals before publishing. You’ll receive the working automations, live dashboard, updated site, documented maintenance steps and a concise recorded walkthrough in 6 days. I previously fixed WordPress conversion tracking where Google Ads tags were missing or fired before genuine form submission. Are the current Jobber and Booqable embed snippets available, or should I retrieve them from the existing site? Muhammad Saad

@Baljeetsingh8551

As an experienced web designer and developer specializing in WordPress, your project aligns perfectly with my skill set. I've successfully crafted numerous custom WordPress sites tailored to specific business needs, including integrating third-party tools such as Jobber and Booqable. I understand the value of user-focused design and I'm excited by the challenge of optimizing your site for better booking conversions while maintaining its core functionalities. Additionally, my expertise extends to building robust financial dashboards - a crucial component of your request. I've harnessed powerful tech tools like Zapier and API calls to create near real-time data monitoring systems, just as you require. Moreover, I'm confident in my ability to produce a display layer, be it Google Looker Studio, Tableau, Power BI, or even a well-structured Google Sheet that is not only live-updating but shareable and amenable to quick filtering. Most importantly, what sets me apart is my commitment to long-term collaboration and your project's success. You can expect not just a finished product delivered on time but also a concise hand-off guide enabling you to autonomously manage the dashboard and your site after the project completion. Let's join our expertise together for a smooth project experience which reflects your unique business vision!

@ranjika08

The success of this project really comes down to two things: trustworthy numbers in the dashboard and fewer drop-offs between landing on the site and completing a booking. I’d approach it in that order—first define the COA mapping and source flow between Square, QBO, Payworks and Jobber, then refresh the WordPress pages so Jobber and Booqable sit naturally inside a cleaner, faster booking journey. This is the kind of mixed technical/conversion work that needs both automation discipline and practical WordPress experience. I’ve handled WordPress revamps with widget-based booking flows, on-page SEO cleanup, mobile layout fixes, and speed improvements, and I’d keep your live site protected by doing the redesign on staging before pushing anything over. I can also document the Zap steps clearly so future edits are not dependent on a developer. - How many automations are currently in Zapier, if any? - Which pages matter most for bookings right now—home, services, rentals, location pages, or all of them? - Do you want the dashboard optimized more for owner-level summary, or for deeper category-level review each morning?

@marjanahmed13

Hi! My name is Marjan and I'm here to offer you my services as a skilled applicant with over a decade of experience working on Freelancer.com. I believe I am the best fit candidate for this project due to my extensive experience; I would like to have a discussion to get to know that we both are on the same page. Once the scope will be locked, I will start working on it right away.

@Sandiya

Hello, I’m Raj Kumar, with 15+ years of experience in WordPress, automation, API integrations, dashboards, SEO and conversion optimisation. I can handle both connected requirements: building a live CEO P&L dashboard and improving your WordPress booking funnel without disrupting the existing site. For the dashboard, I’d use Zapier/API integrations with Square, QuickBooks Online, Payworks and Jobber, a maintainable COA mapping layer, and Looker Studio or Power BI for daily/weekly/monthly reporting and drill-downs. For WordPress, I’ll work through staging first, modernise the UI, streamline Jobber/Booqable booking paths, improve copy and local SEO, and optimise Core Web Vitals. Would you prefer Looker Studio or Power BI for the CEO dashboard? Best regards, Raj Kumar

@WebTechDesignBG

Hello, I see you're looking for a comprehensive revamp of your CEO dashboard and WordPress site. The goal is to streamline your financial insights and enhance your booking process. To tackle this, I'll create an automated profit-and-loss dashboard that pulls data directly from your existing systems, ensuring everything stays in sync. For your WordPress site, I'll focus on a modern, user-friendly design that integrates your scheduling widgets seamlessly while optimizing for local SEO to boost your visibility. With 7+ years of experience in both data visualization and WordPress development, I’m confident in my ability to deliver a solution that meets your needs. Could you share more about the specific metrics or KPIs you'd like to highlight in the dashboard? Best regards, Ivan Mandinski

@ZohaibRoy

⭐⭐⭐⭐⭐ Build Your CEO Dashboard and Update Your WordPress Site Efficiently ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a comprehensive solution for your business data and website. You don’t need to look any further; Zohaib is here to help you! My team has successfully completed 50+ similar projects focused on dashboards and website optimization. I will create a seamless CEO Profit-and-Loss Dashboard and refresh your WordPress site to drive more bookings. ➡️ Why Me? I can easily do your dashboard and website update as I have 5 years of experience in data integration, dashboard design, and WordPress optimization. My expertise includes Zapier automation, API integration, and SEO strategies. Additionally, I have a strong grip on tools like Google Looker Studio, Tableau, and WordPress themes to ensure your needs are met. ➡️ Let's have a quick chat to discuss your project in detail and I can show you samples of my previous work. Looking forward to discussing with you in chat. ➡️ Skills & Experience: ✅ Data Integration ✅ Zapier Automation ✅ API Development ✅ Dashboard Design ✅ WordPress Development ✅ SEO Optimization ✅ Mobile Responsiveness ✅ Data Visualization ✅ Project Management ✅ Content Writing ✅ Performance Optimization ✅ User Experience Design Waiting for your response! Best Regards, Zohaib

@AneesaIBA

Hello, I have carefully read your project description and understand that you need two connected improvements: a live CEO profit-and-loss dashboard and a conversion-focused WordPress website refresh. For the dashboard, I can connect Square, Canadian QuickBooks Online, Payworks, and Jobber through Zapier or direct APIs where appropriate. I will build a clear Chart of Accounts mapping layer, automated data flows, validation checks, and daily, weekly, and monthly P&L views with useful expense drill-downs. The dashboard can be built in Looker Studio, Power BI, Tableau, or Google Sheets based on your preferred workflow and access requirements. For the WordPress site, I can refresh the design while preserving the existing setup, integrate Jobber and Booqable naturally into the booking journey, improve calls-to-action and trust elements, refine content structure, and optimise page performance across devices. I will work through staging first, test the integrations and booking flow, then move the approved changes live with documentation and a concise handover guide. Please share the current WordPress URL, hosting/staging access, existing COA structure, and details of the current Jobber, Booqable, and data workflows. Once reviewed, I can confirm the complete scope, budget, and timeline. Best Regards, Rabia Shaikh

@Hubready

Hello!, This is James from Hollywood... I see the real issue here is not just “build a dashboard” or “fix booking pages” - it’s connecting your business data and website in a way that actually helps you make faster decisions and reduce booking friction. I’d approach this in 2 phases: 1. CEO Dashboard: connect the right sources, clean the data, and build a clear executive view with the KPIs that matter most. 2. WordPress Booking Revamp: tighten the booking flow, improve usability, and make sure the site works smoothly with your CRM and automations. I pay close attention to the details because projects like this usually fail when the dashboard looks nice but doesn’t reflect real business priorities, or when the booking flow works technically but loses conversions. I’d make sure both pieces work together properly. Relevant work I’ve done includes: - A WordPress service booking site with CRM + Zapier automation - A sales performance dashboard pulling from multiple APIs - A lead tracking portal with Tableau-style reporting - An internal operations dashboard for a growing service business A few quick questions: 1. Which systems should the dashboard pull from first: WordPress, Salesforce, CRM, or something else? 2. What are the top 5 KPIs you want visible every day? 3. Is the booking revamp mainly about design, conversion flow, integrations, or all three? If you want, I can map the fastest path to a clean first version and then build from there without wasting time.

@Joya1996

You need the dashboard and the site update to work as one system: cleaner data for decisions, and a smoother WordPress path that converts more visitors into paid bookings. The weak point in projects like this is usually not the visual layer—it’s making sure the data coming from Square, QuickBooks, Payworks and Jobber maps cleanly into your COA and stays stable while the website changes improve trust and reduce friction. I’ve worked on WordPress optimization projects involving booking funnels, embedded third-party tools, mobile-first cleanup, and SEO refinement, and I’m comfortable pairing that with documented automation setup. For the reporting side, I’d recommend the display stack based on whichever gives the most dependable live refresh and easiest filtering for your daily/weekly/monthly P&L checks. I’d be happy to suggest the leanest stack instead of overengineering it. - Is your current theme lightweight enough to improve, or are you expecting a broader layout rebuild? - Do you want copy refinement on existing pages only, or new booking/support pages as well? - For drill-downs, which expense categories matter most to you first?