Automated Reporting and Dashboards

The numbers arrive, instead of someone building them again

We pull your data into one dashboard and schedule the reports, so the weekly numbers appear without anyone rebuilding a spreadsheet every Monday morning.

Reporting is usually automated last and it is often the fastest saving available, because somebody is manually rebuilding the same view every week. We connect the sources, agree the handful of numbers that actually drive decisions, build one dashboard rather than five, and schedule delivery so the report arrives whether or not anybody remembers.

What is included

• Data pulled from CRM, ads, accounting, site analytics and support
• An agreed short list of metrics that drive decisions
• One dashboard rather than a tool per source
• Scheduled delivery by email or into Slack
• Alerting when a number moves beyond a threshold you set
• Documentation of how each number is calculated

What you receive

• A live dashboard
• Scheduled recurring reports
• Threshold alerts
• A written definition of every metric

Who this is for

Founders rebuilding the same report weekly, and teams arguing about whose number is correct.

What you get

One agreed set of numbers, delivered on a schedule.