Services

Dashboards and operational reporting

Today's numbers, not last month's export.

One live dashboard built around the five to eight figures management actually decides with, pulled directly from the tools where the work happens.

What it solves

If this sounds familiar.

These are the situations we are usually called in for. If two or more describe your week, this service fits.

  • Every Monday, someone rebuilds the report

    Hours of exports and formulas, outdated by the time anyone reads it.

  • Meetings argue about the numbers

    Each department brings its own figure, so the meeting is spent reconciling instead of deciding.

  • Problems are noticed too late

    A pipeline drop or a cash gap becomes visible at month end.

  • Managers chase status all day

    Updates are collected by message because there is nowhere to look.

What we connect

Built on the tools you already use.

We start from what you run today. Replacing a tool is only recommended when we can show you why.

  • Your CRMPipeline, conversion, response times, revenue by source.
  • SpreadsheetsThe sheets your teams already maintain.
  • Accounting toolsInvoiced, collected and outstanding.
  • Calendars and booking toolsAppointments, attendance and capacity.
  • Project and task toolsWorkload, deadlines and blocked work.
  • Ad accountsSpend and results next to the pipeline they produce.

We agree a written definition for every number, so everyone reads the same figure the same way.

What you get

A defined build, not an open-ended project.

Everything below is written into the scope before we start. If something is not on the list, it is not assumed.

  • One dashboard, five to eight numbers

    Chosen with you. Everything else stays out.

  • Written metric definitions

    What each number includes and excludes, and where it comes from.

  • Threshold alerts

    A named person is notified before a number becomes a problem.

  • Automatic refresh

    Updated on a schedule matched to how fast each number moves.

  • A walk-through for management

    How to read it, and what to do when a number moves.

How long it takes

A fixed timeline, stated up front.

Days 1–2

Agree the numbers

We choose the figures and write their definitions with you.

Days 3–5

Connect and build

Sources connected, calculations built, dashboard laid out.

Day 6

Alerts and checks

Every figure checked against its source; thresholds set.

Day 7

Walk-through and handover

Management walk-through, then the dashboard is yours.

7 daysBusiness days, from confirmed access to handover. Your current process keeps running in parallel until your team signs off.

What you own at handover

It stays yours when we leave.

  • The dashboard

    In your account, shareable with anyone you choose.

  • The definitions

    A document that settles what each number means.

  • The connections

    Data sources linked with your credentials, not ours.

Next step

Start with a 20-minute call.

We ask how the work is done today, tell you whether this service fits, and send the scope in writing if it does.