↳ insights · service
Reporting and live dashboards
Stripe, Google Analytics, your CRM and your accounting software in one page that is always current.
↳ saves ~4 to 8 hrs/week · built in 1 to 2 weeks
In practice
An example from a business like yours.
What we'd build
What happens to your numbers once this is built.
Your tools, read-only
Accounting, bank, CRM, shop, booking system, ad accounts. Connected once, through the official connections.
One-page live dashboardSales, cash, bookings, pipeline, stock, live
Monday morning summaryFive lines in your inbox, every Monday
Monthly report packYour format, on the 1st, with a note on what changed
Margin per job or clientHours, costs and invoice value side by side
Alerts instead of reportsTold when stock, payment or budget crosses a line
Numbers for your accountant or investorsTheir format, from the same data
You
Five lines on Monday and a page you can open any time. No spreadsheet on Sunday.
↳ you read five lines. You stop assembling them.
↳ you read five lines. You stop assembling them.
↳ saves ~4 to 8 hrs/week · built in 1 to 2 weeksWorks with
Tools we work with.
If yours isn't on this list, ask. We can almost certainly work with it.
Stripe
Google Analytics
HubSpot
Pipedrive
Salesforce
Xero
QuickBooks
Facebook Ads
Google Ads
Looker Studio
Metabase
Notion
Common questions
Questions about reporting & dashboards.
What dashboard tool do you build with?
Depends on what fits. For straightforward dashboards we use Looker Studio (free, integrates with Google everything). For more complex ones, Metabase (self-hosted, full SQL access) or a custom-built web dashboard. We pick based on your data sources, your team's technical comfort, and your budget.
Do I need to give you access to all my financial data?
Only read-only access to the specific tools you want pulled in. We never need write access to your bank, accounting, or payment tools. Everything runs through official APIs with documented permissions.
What if my data is in 5 different tools that don't talk to each other?
That's the most common starting point. We build the connections, typically with direct API integrations or Make, and pull everything into one view. The dashboard is the part you see. The plumbing sits behind it.
How does monthly reporting compare to weekly?
Weekly is for operational decisions (am I on track for the month?), monthly is for strategic ones (which channels are working over time?). Most clients run both. We can set up monthly board-style reports with narrative commentary auto-drafted from the underlying data.
Can I add new metrics later without rebuilding?
Yes. The way we structure the data layer, adding a new metric or data source is usually a couple of hours of work, not a full rebuild. Ongoing retainer clients can request new metrics monthly.