Dashboards and Reporting
One live view of sales, operations and marketing.
- How long3 to 6 weeks
- How we workSet-up and subscription
What you receive
One live view of sales, operations and marketing, so decisions come from today's numbers, not last month's spreadsheets.
Which numbers should we watch?
You receiveA workshop on the numbers that matter
A few clear numbers beat dozens nobody reads.
What it is. A session to choose the handful of measures that really drive your business.
Why it matters. A few clear numbers beat dozens nobody reads.
Where do the numbers come from?
You receiveYour data sources connected
Numbers update on their own, with no manual exports.
What it is. Links to your systems, such as sales, finance and marketing tools.
Why it matters. Numbers update on their own, with no manual exports.
Do the numbers mean the same everywhere?
You receiveA data model
One version of the truth across teams.
What it is. Clear definitions so every report counts things the same way.
Why it matters. One version of the truth across teams.
What will we see?
You receiveThe dashboard
You see what is happening at a glance.
What it is. One clear screen with your key numbers, trends and the detail behind them.
Why it matters. You see what is happening at a glance.
Can it come to us?
You receiveScheduled reports
The right people stay informed without logging in.
What it is. Summaries sent by email on the days you choose.
Why it matters. The right people stay informed without logging in.
What if something goes wrong?
You receiveAlerts
You act on problems the day they start.
What it is. A message when a number moves outside its normal range.
Why it matters. You act on problems the day they start.
Can our team use it?
You receiveTraining
The dashboard gets used, not ignored.
What it is. A session on reading and using the dashboard.
Why it matters. The dashboard gets used, not ignored.
From brief to done
- 1
Week 1
Choose
The workshop and the definitions.
- 2
Weeks 2 to 4
Build
Sources connected and the dashboard set up.
- 3
Final week
Launch
Reports, alerts and training.
Why can we never get the numbers we need?
Data snapshot. A one-page map of where your data lives, where it gets stuck, and the first report worth building.
- A 30-minute call about your systems and the numbers you wish you had
- A one-page map and one recommendation
- It is free. There is nothing to pay and nothing to sign.
- The report is yours to keep and share, whatever you decide.
- No sales call unless you ask for one.
Questions people ask
How much does it cost?
We send a written quote after your request: what it covers and what it does not. The tier, scope and timing set the price.
Could I just use AI for this?
AI drafts code and prototypes quickly, and we use it every day. It cannot decide what to build, prove that it is secure, or answer for it when real people rely on it. That is the part you are hiring us for.
Who owns the work?
You do. Code, designs, files and documents are yours, and the quote says so in writing.
Can we change the scope?
Yes. If something needs adding or removing, we agree it in writing before we do it.
Can we stop?
Yes. The quote states the notice period. Usage such as messages, ads or AI is charged at the rate in the quote and stops when you do.