HighLevel → Azure → Power BI Reporting Build (Lead History + Multi-Funnel Dashboards)
TITLE: HighLevel → Azure → Power BI Reporting Build (Lead History + Multi-Funnel Dashboards)
We're a healthcare marketing team looking for an experienced data/BI developer to build a reporting pipeline from HighLevel into Azure, with Power BI dashboards on top. A detailed scope spreheet will be shared with shortlisted candidates.
WHAT WE NEED
HighLevel / Azure
- Azure SQL (or similar) as the main reporting database, with a scheduled HighLevel data pull roughly every 4 hours
- A history of key lead activity, not just point-in-time snapshots: stage/status changes, rep reassignments, human outreach, inbound responses, and appointment changes (via webhooks, event logging, or another approach you recommend)
- A review of our HighLevel setup to flag anything that should be configured differently before the integration is built
- First, confirm what Google data can already be pulled through HighLevel (campaign, ad group, ad, keyword, spend, impressions, clicks, CPC, CTR, conversions)
- A simple table and import process so we can manually upload additional Google demand and growth-planning data
- No separate Google API integration unless we discuss and approve it first
Funnels / Power BI
- Three separate funnels (General Outpatient, TMS, Spravato), each with its own stages, conversion timelines, lost reasons, and cost-per-patient goals
- Power BI built for flexible filtering and comparison, not a set of fixed custom reports. Key filters: campaign, market, service, rep, insurance, landing page, response time, day/time, funnel/stage, and lost reason
Deliverables
- Full ownership of all source code and configuration
- Basic documentation and a data dictionary
- Monitoring/alerts for failed or stale data pulls
- Azure backup setup, with estimated ongoing Azure costs
IDEAL CANDIDATE
- Proven experience with the HighLevel API and webhooks
- Strong Azure (SQL, Functions/Data Factory or similar) and Power BI data modeling skills
- Experience handling healthcare or other sensitive lead data responsibly
- Clear communicator who flags scope and cost changes before doing the work
IN YOUR PROPOSAL, PLEASE INCLUDE
1. How you would capture stage-change and lead-activity history, and whether it's included in your quote
2. Whether HighLevel's built-in Google data can cover our reporting needs without a separate integration
3. Your quote broken into: included, not included, and optional add-ons (with costs)
4. Your hourly rate for future break/fix support
5. A similar project you've completed (HighLevel, Azure, or Power BI)