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Reports that build themselves

We pull data from your CRM, finance and operations tools into live dashboards and scheduled reports your team can trust.

Data reporting & analytics

Starting price
$1,500
Typical timeline
4
weeks to launch

Works with

What manual reporting costs you

Hours of copy and paste

Someone exports 5 spreadsheets every week and stitches them together before the meeting.

Numbers nobody trusts

Different teams report different totals because each one pulls data a different way.

Decisions on old data

By the time the monthly report is ready, the month it describes is long gone.

From scattered exports to one source of truth

Data is collected, cleaned and charted on a schedule. Nobody has to open an export again.

CRM
Accounting
Store and ads

Synced every 15 minutes

Weekly revenue dashboard

Live

Revenue this week

$48,210

New deals

37

Lead reply time

2 min

Example dashboard with sample data.

What we build for you

Data pipelines

Scheduled syncs pull from your CRM, accounting, ads, store and spreadsheets into one place.

Live dashboards

Looker Studio or Google Sheets dashboards that refresh on their own, built around the questions you ask.

Scheduled reports

A PDF or email summary goes to the right people every Monday at 8 am, or whenever you choose.

KPI definitions

We write down how each number is calculated so every team reports the same total.

Alerts

Get a message when a number crosses a line: cash below a threshold, leads down 30%, stock running low.

Data clean-up

Duplicates, mismatched names and broken formats are fixed before they reach a chart.

Example: weekly sales report for an online retailer

Before

The operations lead spent most of Monday morning exporting Shopify, ad and Sheets data into a slide deck.

After

A Looker Studio dashboard refreshes every hour, and a summary email reaches the leadership team at 8 am each Monday.

An illustrative example of a typical project.

Tools we connect

All integrations
  • Google Sheets
  • Looker Studio
  • Google Analytics
  • HubSpot
  • QuickBooks
  • Xero
  • Shopify
  • Apps Script

What you receive

  • A short list of the KPIs that matter, with written definitions
  • Automated data pipelines from each source
  • Dashboards and scheduled reports for each audience
  • Threshold alerts for the numbers you want watched
  • Handover guide and 30 days of monitoring

Timeline

  1. DefineWeek 1

    We agree on the questions the dashboard must answer and how each number is calculated.

  2. ConnectWeeks 2 to 3

    We build the data pipelines and check every total against your current reports.

  3. DesignWeek 3

    We lay out the dashboards so the most important number is the first thing you see.

  4. LaunchWeek 4

    We schedule the reports, set the alerts and walk your team through it.

Data reporting & analytics

From $1,500

for one dashboard from up to 3 sources. Larger reporting systems start at $4,500.

Questions we hear often

Do we need a data warehouse?

Most small-to-medium businesses do not. Google Sheets and Looker Studio handle a lot. We suggest a warehouse only when your data volume needs one.

How fresh is the data?

It depends on the source. Most dashboards refresh between every 15 minutes and every hour.

Can you match our existing report?

Yes. We start by rebuilding the report you already use, so you can check our numbers against it.

Is our data shared with anyone?

No. Your data stays in your own accounts. We work with the access you grant us and remove it when the project ends if you prefer.

Find the first workflow worth automating

A 20-minute call is enough. We tell you plainly what we would automate first, and what it would cost.

What happens on the call

  1. 1We look at how the work happens today
  2. 2We name the first workflow worth automating
  3. 3You get a fixed written quote. No obligation

Free, 20 minutes, on Google Meet.