Your key numbers, in one place, updated automatically.
We build dashboards and automated reports that pull data from your tools, so you can make decisions from current numbers instead of last month's spreadsheet.
We reply within one business day.
Sound familiar?
- Month-end reporting takes days of copying and pasting.
- Different people pull different numbers for the same question.
- Your data lives in five tools and none of them show the full picture.
- You find out about problems weeks after they start.
What we build
Executive dashboards
Revenue, leads, sales and key metrics at a glance.
Sales and pipeline reporting
Where leads come from, what converts and where deals stall.
Operations dashboards
Orders, jobs, delivery times and team workload.
Automated month-end summaries
Reports that build and send themselves on schedule.
Marketing performance
Ad spend, leads and cost per lead in one view.
“The end-of-month metric summaries have been completely flawless since the automation took over. Total peace of mind.”
Sales and operations dashboard
A demo built on sample data to show how a live dashboard comes together.
Tools we work with
- Power BI
- Tableau
- Looker Studio
- Databricks SQL dashboards
- SQL
- Python
- AWS
- Azure
- Salesforce reports
Questions, answered
Which dashboard tool should I use?
It depends on the tools you already pay for and who will use the dashboards. We'll recommend the one that fits your team and budget, often one you already have.
How often is the data updated?
Anything from near real time to daily or weekly, depending on your needs and data sources.
Can you combine data from different tools?
Yes. Pulling CRM, accounting, payments and operations data into one view is the main thing we do.
Can my team edit the dashboards later?
Yes. We document everything and show your team how to make simple changes.
How long does your month-end reporting take today?
Book a free 20-minute call, or send us a message, and we'll show you what could be automated.
Book a free 20-minute call
Pick a time that suits you. We'll talk about how your business runs and where automation could help, with no obligation.
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