Every meeting starts by arguing about the numbers
Sales, finance and marketing each bring a different figure for the same thing. Half the meeting is spent reconciling, and the actual decision gets deferred.
Dashboards & BI
Numbers you can act on, in one place, that everyone agrees are correct.
Most reporting problems are not visualisation problems. They are definition problems: two departments count revenue differently, nobody agrees what an active customer is, and the meeting is spent reconciling numbers rather than deciding anything. A dashboard built on undefined metrics just makes the disagreement faster.
The problem
What this normally looks like before we start.
The monthly report is assembled by hand
Someone spends two days a month exporting, pasting and formatting. It is late by the time it arrives, and stale by the time it is read.
Dashboards nobody opens
Built once, full of everything, answering no specific question. A dashboard that does not change a decision is decoration.
What we do
The actual work.
01
Define the metrics before building anything
Written definitions, agreed across departments, with the calculation stated. This is the unglamorous step that makes everything after it work.
02
Consolidate the sources
CRM, ads, website, ERP, accounting and sheets pulled into one place on a schedule, with the joins handled properly rather than by VLOOKUP.
03
Build per audience, not per department
A leadership view answering five questions, an operating view for the people running the week, and detail underneath for whoever needs to dig.
04
Design for decisions
Every chart has to earn its place by changing something. If nobody can name the decision a number informs, it comes out.
05
Automate the delivery
Scheduled to inbox or WhatsApp on the cadence the business runs on. The report that arrives is read; the one you have to log in for is not.
What you get
Deliverables.
- ✦Written metric definitions agreed across teams
- ✦Data pipeline from CRM, ads, ERP, accounting and sheets
- ✦Leadership dashboard answering the five key questions
- ✦Operating dashboards for sales, marketing and operations
- ✦Cohort, trend and margin views
- ✦Alerting on thresholds that matter
- ✦Scheduled report delivery to inbox or WhatsApp
- ✦Documentation of every source and calculation
What good looks like
Benchmarks.
- First step
- Written metric definitions
- Leadership view
- One screen, five questions
- Delivery
- Scheduled, not on request
- Ownership
- Your tools and credentials
How we’re different
Why this is worth handing to us.
Definitions before dashboards
We will not build until the metrics are agreed in writing. It is the step that everyone wants to skip and the one that decides whether the dashboard is trusted.
Fewer charts, deliberately
A leadership view should fit on one screen and answer a handful of questions. Everything else lives one click down.
Built in your stack
Your data warehouse, your BI tool, your credentials. Nothing important lives in an agency account.
Questions we get
Straight answers.
Which BI tool should we use?+
For most mid-sized businesses, Looker Studio or Metabase does everything needed at a fraction of the cost of an enterprise licence. We recommend based on your data volume and who needs access, not on what is fashionable.
Do we need a data warehouse?+
Not always. Below a certain volume, direct connections are simpler and cheaper. Once you are joining several sources with real history, a warehouse stops being optional — we will tell you when you cross that line.
How long does this take?+
Two to five weeks typically. Metric definition and data cleanup take most of it; building the visuals is the fast part. If the underlying data is messy, cleaning comes first and we will say so up front.
Agree the numbers first.
We'll run the metric-definition session, connect your sources, and build the view your leadership meeting actually needs.
Usually paired with
Pipeline Reporting
Every reply accounted for, from first touch to closed revenue.
Read →Custom ERP
Operations on one spine — quotation to dispatch to payment, in a single system.
Read →Custom CRM
Your pipeline, your rules — software shaped around how you actually sell.
Read →Integrations
Tally, Zoho, Shopify, payment gateways — connected so data moves once.
Read →